Key CRM Integrations for Your Business
CRM is a powerful tool on its own however stand-alone systems can result in missing correspondence and documents, double admin entry, slow access to data, and a general lack of efficiency. Integrations, either with additional bolt-on plugins, or built-in integrations tailored and included within Xapsys can make your team’s jobs easier and ultimately increase sales and improve customer service levels. In many businesses, staff will have to switch between multiple software packages. In addition, the information needed to keep tabs on forecasting and targets is often either unavailable or based on out-of-date static data. It is common to see sales staff chasing between departments for stock levels or updates on a customer’s order so that they can provide answers to their client. If the stand-alone CRM issues above resonate with you or your business, it could be time to look at a CRM system that can solve them! ERP / Finance Integration Probably the biggest integration of them all but on