crm software integration benefits
  • admin
  • Last Updated: 25 Feb 22
  • 7 min read

CRM Software Integration: How does it help in workflow automation?

  • admin
  • Last Updated: 25 Feb 22
  • 7 min read

Customer relationship management (CRM) software is a key to forge solid relationships between a company and its customers. Basically, it is in front and center for organizing customer data, sales processes, and marketing for businesses.

CRM software alone is a powerful tool. It provides all the necessary customer information while interacting with a customer over a phone call. But switching between a cloud telephone system and CRM software is troublesome.

So, integrating CRM software with your favorite cloud-based phone system is the best option. You will unleash the full potential of CRM software as well as cloud phone system in one place. Such integration will significantly impact your workflow automation, ultimately inviting a massive growth of your business.

Let’s have a look at how CRM software integration assists in automating your business’s workflow.

What is CRM Software Integration?

CRM Software Integration is the process of connecting a CRM platform with different applications. Its main objective is to flow data between the CRM platform and applications. It provides you with a complete view of your business and customers by storing accurate data from your business software. It enables workflow automation for performing tasks. It eliminates the need to switch between CRM platforms and applications.

What is workflow automation?

Workflow automation is the process of automating tasks performed by users. It is the act of designing, executing, and automating sales processes. Its main objective is to eliminate repetitive and manual tasks. The tasks, data, or files are routed between the cloud telephone systems and CRM software according to pre-defined workflow automation rules. These rules are a step-by-step process of a task performed by users.

How does CRM Software Integration help in workflow automation?

Companies are focused on collecting customers’ data as much as possible to generate potential leads. According to reports, 91% of companies with more than 11 employees integrate CRM software into their phone systems. Also, 50% of companies that have less than 11 employees are using CRM software.

Every year more and more companies are opting for cloud telephony-CRM integration. They can gain more in less time and with fewer resources because CRM enhances workflow automation. Integrating a CRM software assists your business’s workflow automation in all corners in the following ways:

1. Improve system diligence

An agent need to perform some task manually and repeatedly for every call answered, which is tiresome for humans. CRM enables companies to operate such tasks automatically for every call. A task follows a set of specific steps to perform the required job.  Multiple tasks can have different algorithms depending on their role. Hence the system becomes diligent as a computerized system doesn’t feel any fatigue.

2. Eliminate human errors

As a human makes many errors, data can suffer from that. Incorrect entry of data can lead to inaccurate reports and the loss of a potential customer. So, allowing the CRM workforce automation reduces the risk of human errors and increases data accuracy.

3. Enable data monitoring

A sales and marketing team needs to perform all sorts of tasks. It won’t be easy to keep track of which task needs to be completed. A CRM software enables data monitoring which will trigger reminders to complete a task. Now teams can organize and streamline their workflow.

4. Segment data into groups

Businesses encounter and store a large number of customer contacts. Going through the contacts manually to filter target audiences is tedious. But for a CRM, data segmentation is a piece of cake. During data segmentation, the CRM distributes data in different lists based on categories and criteria. These lists help to deduce the company’s potential customers and handle the sales process.

5. Maintain centralized database

CRM integration will allow all data and information store in a centralized database. Instead of digging up data in different applications, everything is organized in one place. It makes things easier for different teams of a company to easily find all information through a shared location.

6. Automate follow-ups

Automating follow-ups is one of the most important processes in CRM for building relationships with customers. Usually, it increases the chances of customers returning to the website. From which qualified leads are created and nurtured. This saves a lot of time and drives conversion.

7. Create detailed analytics

Integrating CRM software helps in automating all data gathering and report generation. It enables streamlining decision-making by analyzing data about customers. It assists to illustrates the business’s sales and customer service performance. This enhances the intelligence of cloud phone systems to visualize the company’s insight and growth.

8. Forecast sales

The technique of anticipating future revenues is known as sales forecasting. Companies can make informed business decisions and forecast short and long-term growth with accurate sales projections using CRM. Forecasts are mainly based on previous sales data, industry comparisons, and economic trends.

What are the benefits of CRM software integration?

CRM software integration takes your business to greater heights. Its endgame is to strengthen the relationship between customers and companies. It optimizes and streamlines your business communication with customers. CRM software is a powerful sales automation tool that highly benefits your sales processes. Let’s learn about the following five key benefits:

1. Business ROI

A CRM produces a significant Return on Investment(ROI). The manual sales processes are automated and streamlined. It saves a lot of time organizing data and focuses on interacting with potential leads to convert into customers. This allows you to provide a better customer experience and build a brand image.

2. Data security

A CRM collects extensive data of customers, sales details, performance insights, etc. These data are critical for a business’s growth. So, CRM software makes sure that these data are not compromised. CRM is built with strong encryption for data security. It pipelines the data in a secure environment where only users with permissions can access them.

3. Customer retention

After converting your potential leads into customers, the next step is to retain them and promote customer loyalty. Losing customers will impact the loss of revenue. By using CRM, you will gain the necessary information about your customers for repeat business.

Retaining an existing customer is 70% cheaper than converting a new one. Detailed analysis, customer care automation, automated ticketing, etc., are all features of the CRM. It can help you identify problems and rapidly handle them with your customers.

4. Increased Sales

A CRM platform enables you to automate mundane and repetitive processes, improve your sales process, and evaluate all of your sales data in one centralized location. This leads to an increase in sales and productivity. A CRM allows you to create a step-by-step sales approach to streamline your sales process.

5. Customer service

The primary benefit of CRM integration is to improve business-customer relationships. It organizes all of your contacts and collects key customer data such as demographics, purchase history, and previous messages across all channels. This information is accessible to anybody in your company who needs it, including your employees. Eventually, your employees can give a better customer experience which enhances customer satisfaction.


CRM software integration is the most important step for any business to allow workflow automation. Your phone system is not enough to generate leads and perform business communication. You need CRM software to convert your leads into loyal customers.

But for that, your cloud phone system should also have the ability to integrate CRM software smoothly. Thus, before integrating software, you need to have a robust cloud-based phone system. Luckily, you don’t have to look far away as KrispCall is right here to give you the best experience for business communication.

KrispCall is a solid cloud telephony platform that supports the integration of all kinds of CRM software without any issues. Popular CRM like Hubspot, Zoho, Salesforce, and more can easily link with KrispCall to deliver solid workflow automation.  Also, it has inbuild CRM solutions like sales dialer, sales automation, capture leads on websites, and Sales calls from websites that synchronize properly with CRM software.


Head of Content @ KrispCall (or, in plain English, I'm the guy responsible for ensuring that every blog post we publish is EPIC).

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