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5 CRM integration considerations to keep in mind
1.
With the rise ofhybrid working, the importance of email may have even increased of late.
The ongoing importance of email is reflected in how crucial email integration is for many CRM platforms.
The best CRM tools understand this and offer intuitive, secure email integrations.
By offering close email integration, a CRM can help centralize all your client communication into a single repository.
Many CRM tools integrate withdocument managementto streamline your workflows.
It means that physical documents are no longer a stressful addition to the business environment.
Communication integration
Business processes rely on communication - both internally and externally.
The growing importance ofvideo conferencingtools is another form of communication that is now key in many workplaces.
CRMs aim to improve efficiencies across the board at your company and this is certainly the case with communication.
Often, internal emails can be sent automatically and managers can easily assign tasks based on CRM data.
Its all about streamlining the connections that are the bedrock of good business - both internal and external.
