CRM Integrations 101

Описание к видео CRM Integrations 101

This video is a segment from the "Integrations" episode of the ActiveCampaign live show, "Growth Decoded" — where we demystify the customer experience to grow your business — one topic at a time!

In this video we investigate the tools that will have the most impact on your business when you integrate them with your CRM. We then turn our attention to figuring out which integrations we should start with. How do you decide? What makes sense? What should you take care of first?

To answer these questions, Ernie sits down with Peter Coffee, VP for Strategic Research at Salesforce and Neha Varshneya, Senior Manager of Platform Marketing at Thinkific.

Peter gives us great insight into how modern businesses should think about CRM. He shares some historical context on CRM as well as what is needed to take CRM from being a simple "sales support tool" to a system that helps you manage customer relationships effectively as well as maintain and improve the customer experience.

Peter and Neha discuss how to discover places that software integrations can help you. They give tips and best practices for identifying problem areas, inefficiencies, and high-risk processes that would benefit from integrations.

By linking your tools together (even if they're similar!) you can best accommodate your teams and processes by giving them the best tool for the job.

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