CRM Integration Best Practices

CRM Integration Best Practices E-book

Integrating a CRM system with other internal applications can significantly improve customer service by harmonizing workflow efficiencies across multiple business departments. However, businesses considering integration have so many different approach options, which can cause confusion and stress.

In this Ebook, you will find information on:

  • What businesses should consider integration
  • Data Integration vs. Systems Integration
  • How to strategize and plan for an integration
  • Software that can be used for CRM integration
  • Timeline and costs of a CRM integration
  • How to prepare your data for integration