Seamless Integration Integration with other mission critical applications in the business is often overlooked when embarking on a CRM project. If a company’s CRM system is not integrated with its accounts package, its ERP package or any other piece of software being used, then the system is incomplete.

Islands of information held within different software packages make it too easy for mistakes to be made. If your accounts package knows that a client has reached its credit limit, how does your CRM system know? If your ERP system knows that you are low on stock for a certain item, you want your sales team to be able to communicate that to the customer. Without integrating CRM with other mission critical software applications, you are relying on staff checking different databases to get all the information they need to complete a sale, this adds unnecessary process and can delay delivery of products or solutions.

CRM-UK are experts in creating two way links between mission critical software applications so that all the information your sales team need, is held in the one place. This also means that information does not need to be inputted more than once. If you win a new client, let CRM put their details into your accounts package rather than relying on a member of staff to key their details in manually.
Integration isn’t just about the complicated stuff. Huge amounts of staff time is used up creating quotes and proposals, saving or printing off e-mails and correspondence they receive or send to customers. A CRM system from CRM-UK will automate these time consuming processes allowing staff to spend their time keeping customers happy and getting in new business.

Our CRM solutions will automatically track all e-mails sent to or received from clients or prospects without the need for troublesome add-ons or plug-ins that normally account for a large percentage of CRM related support issues. This is something only our software will do.