If you are looking to use

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If you can link other systems that your company already uses with your CRM system, you will be able to continue to use past customer information within your company, so there is no need to worry about losing opportunities. It can streamline tasks such as entering and correcting information. If different systems are used for each branch, department, or division, the following hassle will be incurred: When entering customer information, you have to take the trouble of starting up a new system The information linked to the corrections must be searched for and corrected one by one.


The file format is different, so I can't import information argentina telegram database from other branches smoothly. Information corrections made by other departments are not reflected in my department, and there is no consistency between departments If you can centrally manage information from external systems and make it possible to "just look at the information in the CRM system," you can streamline the above-mentioned input and correction tasks. If you can streamline the detailed daily clerical work, you will have more time and it will be easier to invest resources in your company's core business.


Examples of major external systems that can be linked to the CRM system Examples of major external systems that can be linked to the CRM system Depending on the tool, CRM systems can integrate with a number of external systems, including: E-commerce system Membership site operation system CDP Video distribution platform CX Improvement Platform Task Automation Tools Google Spreadsheets This time, we will introduce the following three external systems, which are often used mainly. SFA MA CMS SFA SFA is a tool that supports the activities of sales representatives.