Squaring marketing with sales requires facilitating data transfer between the teams. The advantages of CRM and marketing software integration include boosting conversions, clear vision of sales being influenced by promo campaigns, stable customer satisfaction and more. There is a wide selection of software, which Peeklogic can provide: Marketo, Constant Contact, MailChimp, Eloqua and many others.
In order to create a customized user experience, each business requires something to monitor news and customer desires. Nowadays many companies integrate various social media, such as Facebook, LinkedIn, Twitter, Instagram, etc. Creating profiles on these websites allows sales representatives to oversee public activity and enhance brand awareness.
Peeklogic professionals offer assistance in linking Salesforce with a computer-telephone integration system. We also provide setting up the CTI set of tools available on the platform. This helps to increase sales as well as the quality of your services. The calls are managed with the benefit of the following services:
- Recognizing and channeling incomings;
- Recording calls automatically;
- Making calls via voice over IP and Public Switched Telephone Network using Salesforce tools;
- Examining Key Performance Indicators.
One of the opportunities delivered by Peeklogic is integrating your Salesforce with various e-commerce systems. These include Shopify, WooCommerce, Magento, Commerce Cloud and many more. With such integration, your income will rise, and client service will also improve. These are the benefits:
- Creating customized marketing campaigns;
- Achieving gain in sales through adding order and browser histories to customer data;
- Providing the option of self-servicing through client portals (including accessible inventory and order tracking);
- Improving demand forecasting and assets management.
Many businesses incorporate various collaborative software like Office 365. They are helpful for record-keeping and collaboration across a company. Utilizing CRM and this software simultaneously might result in some challenges, like duplicated records. Careful and professional integration with such tools will help to avoid possible errors, delays, extra expenses and more.
In order to increase your employees’ performance, you can synchronize CRM and Personal Planners (for example Outlook or Microsoft Exchange) with all their contact lists, schedules, emails and other stuff. Another advantage is building a clear record of client relationships. The professionals from Peeklogic are ready to assist in integrating such systems and other e-mail platforms.
Customer support staff and sales managers can get in touch with clients via Salesforce, while tech support workers use various tools like ServiceNow or JIRA. Nevertheless, all of the specialists resolve the same problems. In order to enhance customer experience, it is important to make technical and service departments cooperate. You can achieve this by integrating their tools.
Without a doubt, Salesforce is a useful and powerful environment for increasing sales and automating marketing processes. However, companies often need to take even more advantage of it. Here at Peeklogic, we also work with the following software:
- Managing projects (Wrike, Basecamp);
- Customer support (ManageEngine, Salesforce Essentials, Zendesk);
- Surveying (Qualtricks, SurveyMonkey);
- IT collaborative environment (JIRA, ServiceNow);
- Live chats and other tools.
We can also assist with integrating Salesforce and other CRM systems. Contact us for further information.