Connecting your CRM to a Document Management System could spell phenomenal sales success.
Customers make or break a business. Serving your customers well is the only way you can make your business successful. Equipping your business with the right tools is vital, and a document management system and CRM are essential tools every business must have. Keeping track of all the customer interaction with document management in place is a must.
Getting the required information at a minute’s notice whenever needed is a challenge every business must face.
Understanding and forecasting your customer's shopping patterns requires lots of data. Recording customer information like purchase details from their social media, and online buying patterns providers the metrics to improve customer service. Modern day AI-based CRM have simplified so many sales operations, but when it comes to getting information on demand, there are some areas for improvement. This is where integrating CRM with the document management system helps.
So, how integrating your CRM with the document management system can help? Let's brief you on the benefits.
Integrating CRM and DM can centralize all your customer data into one place, which means all the information about the customer is readily available for any of your sales and marketing staff. This helps you serve your customers faster, as there is no need for your team to search for records. A lot of time, money, and resource saved there.
Also, managing your documents can be done in the CRM itself, and you don't have to open multiple windows and stress yourself. Sharing files also becomes easy and effortless with such integration. Track the changes made in any document and customer queries on the go, making prioritizing tasks easier.
Integrating your CRM and document management system help you seamlessly generate customer documents. There’s no need to feed customer data into CRM again. All the data, including the purchase details, previous interactions, are already available in the integrated central database. Customizable templates are available if there is a need to input data in a different format and generate a proposal or contact with the customer details within the tool.
Integration eliminates the unsecured practice of sharing the data. Modern document sharing tools have made everything digital and secure. A digitalized version of any physical document can be shared across your organization within the device itself. No need to get out of the tool to compose an email and search for attachments.
Tracking the work progress is easy as you can see who is working on which document in real-time. Even though there is a massive amount of data in the system, there are minimal chances of losing customer data as all the information is available in the CRM readily.
Integrating CRM and DM allows all customer data readily available for your employees to use in a centralized database. This can risk your security, but you can eliminate threats by limiting access to who should access the data. Restrict the level of information access to your employees based on hierarchy will secure sensitive information from people who should not access those data.
No data duplication
When CRM and DMS are operating as separate entities, the chance of data duplication is high. This is a common issue as customer information is entered into the CRM and DMS separately. But when CRM and the document management system are integrated, there is no chance for data duplication.
The customer information is fed into the system at a single entry point, and your staff using your DMS and the staff using your CRM are entitled to use the centralized data. This also ensures a consistent way of data entry with minimal chances of errors.
Your DMS is the ultimate source of information you need to harness to study and derive patterns of your customer's purchase behaviors. It also comes in handy when you have to make business-critical decisions based on past purchases and interactions.
On the other hand, CRM has inbuilt features to generate reports on customer details to plan and strategize marketing campaigns. The more data you feed into your CRM, the better analytics it generates. But to do that, you need to integrate your CRM and DMS. Because integrating your best customer data source tools gives you a better shot at advanced analytics.