Clareti comes at this problem by asking why can’t things be integrated as they should be? Yes it may not be easy to do but today’s cloud-based, customer facing systems mostly offer straightforward and efficient ways to integrate data in a way that brings real value to your customer relationships. We recently came across a utility provider where an agent had to click through over 50 screens just to change someone’s address. Clearly a case of bad integration.

It is hard to overstress the growing importance of being able to integrate a variety of other cloud-based or server-based data sources and/or business systems with your CRM view of the customer in order to create a ‘Single View’ of their relationship with your company. By doing this you not only improve the customer experience of dealing with you through knowing more about their likes and needs but you are more likely to be able to predict what your company’s next best offering is for them.
Imagine being able to see and search through all emails to a customer and getting information from the last customer feedback form they filled out whilst reviewing their social comments about your organisation. And do all of this when talking to them via chat on your website, the chat having been triggered by them spending more than 5 minutes on your website ordering page! Pretty cool.

Too many companies accept that their CRM systems don’t contain a way of storing day-to-day email communication for instance with customers or related people. Too many companies don’t know which campaigns people have been part of or when they call cannot tell if someone has an outstanding complaint.

In order to be able to service customers efficiently your agents should have ALL relevant information to hand to enable them to engage fully and accurately across their entire relationship with your organisation. After all this is what the R in CRM is all about isn’t it?

Enabling this kind of integration is Clareti’s bread-and-butter business but can only be achieved using the best, most open CRM tools like Zoho. With a whole host of integrations ‘built in’ and many, many more available either through ‘connector’ applications or by our developers writing small amounts of code it is possible to streamline your business systems and allow your staff to spend time developing business rather than getting frustrated about switching between systems and loading everything into spreadsheets.

What our clients say:

“Our complex integration requirements between a Sage 50 accounting system and Zoho CRM/Campaigns presented a major challenge for us but one to which Clareti stepped up and is working with us to implement. We look forward to working through the training and final launch aspects of our ongoing programme with Clareti. Neil and the extended team clearly know their stuff.”

– Alex, Optimum Medical –

Marketing integration cannot be left to chance, get in touch for a demonstration

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