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Effectively Leverage Your CRM

Take your Salesforce experience to the next level with smart integrations that can help you get even more out of your CRM software and other vital business tools.

Olivia Maier

· 4 min read

Your customers are the foundation for success

As a business you are probably always searching for ways you can improve your relationships with them. With Customer Relationship Management (CRM) software, you’re able to organize, automate, and synchronize customer interactions in order to better analyze and improve customer relationships. CRM software has grown in popularity, and it’s no wonder when it can lead to benefits such as:

  • Improved customer retention: A key function of CRM software is the ability to gain better knowledge of customers which leads to higher rates of customer satisfaction. As your customer satisfaction improves, so will your ability to retain customers.
  • Increased sales: CRM software can be used to review specific activities and learn which sales processes are more effective for your team. That important information can lead to improvements that allow your business to better scale your sales process, and increase sales.
  • Access to detailed analytics: Various platforms are able to take the data collected and create informative reports that can be used in a variety of use cases. For example, team members can better evaluate their own processes and performance with internal reporting.
  • Capabilities to create a centralized database: With a CRM software, you are able to keep all of your prospect information in an easily accessible place. Users across your team and organization can add or edit information, which helps prevent dangerous information silos.
  • Ability to streamline processes: When all of your prospect information is stored in one place you can streamline that tedious task of sifting through files and records to find important information.
  • Automation capabilities: Data entry has never been easier or more efficient, with a CRM software your team can easily log emails, meetings, and other interaction information with ease.

And more!

Your CRM software is a vital part of your business.

But, what if we told you that you could gain even more out of the platform you are currently using? Leveraging your CRM solution with smart integrations can instantly lead to big business benefits.

Customer satisfaction checklist with “excellent” checked
Excel in Customer Satisfaction

When it comes to CRM solutions, Salesforce has been described as “the CRM solution to beat.” Salesforce describes itself as “one integrated CRM platform that gives all your departments- including marketing, sales, commerce, and service- a single, shared view of every customer.” It is no wonder that over 150,000 companies use Salesforce as their CRM platform of choice.

One of the things Yodel loves about Salesforce is their mission to build meaningful relationships with their customers. As Salesforce so accurately puts it, “Businesses succeed when they create meaningful connections.” We firmly believe in the power of customer relationships, which is why we are committed to giving our users access to a business phone system that promotes meaningful communication and connections.

One way that we are able to do that is through our Salesforce integration. Think about it, your CRM platform is a central part of your business activities. Integrating other tools such as your phone system into your CRM platform just makes sense, and can lead to its own unique benefits. Some of those benefits include:

  • Increased flexibility: Access your phone system from wherever you can access your CRM. The Salesforce app gives you access to your CRM on the go, just like the Yodel app can give you access to your business phone system wherever you are.
  • Improved productivity: Eliminate tedious activities to increase productivity such as trying to use data from your CRM software to connect with calls you will be making.
  • Heightened ability to deliver on customer relationship goals: Are you trying to increase accessibility to your customers? Or maybe reduce the average waiting time for your callers? These are only a few of the customer relationship goals that integrations can help you achieve.
  • Centralized business tools: Create one robust business tool ecosystem with smart integrations. This will reduce the amount of windows you need open, improving your team’s workflow experience.

And that’s just to name a few!

When it comes to Yodel and Salesforce, it really is a match made in heaven. You’re able to better leverage your sales cycle with a robust set of communication features, in an increasingly accessible way. By integrating Yodel into Salesforce, your team will be able to make calls in Salesforce, better prepare for inbound calls, organize call and customer data, and reduce call distractions. This makes it easy to get more from the tools you already love to use.

Yodel isn’t the only tool that it makes sense to integrate into your CRM software. If you’re looking to better leverage Salesforce, then consider looking at what other tools you are currently using or looking to adopt. Many could be compatible with Salesforce, and could help you see even more benefits through integrations!

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