At Callbright, we’re big fans of CRM integration. It differentiates
today’s call tracking from call tracking 15 years ago. It helps salespeople stay motivated. It does for call tracking what the heated steering wheel does for cars (translation: it adds oomph).
But you know what? There are actually some reasons CRM
integration might not be a good fit for you. Here they are.
You Live for Data Entry
Do you get a thrill
from entering the same data into multiple systems over and over? Do you love
the way your carpal tunnel syndrome makes your wrists ache and your forearms go
numb? Do you get a kick out of typos?
If you answered yes to any of these questions, you might want to avoid CRM integration. The reason is that as soon as a call comes in, the caller's information is automatically gathered and then synced with your CRM system.
Do you know what that means? You’d have to kiss data entry and typos good-bye. Worse, your wrists and forearms would get a break.
You Don’t Mind Losing Lead Data
How do you react when
a phone lead falls through the cracks and doesn’t quite make it into your CRM
system? Do you:
- Celebrate? That’s
one less lead to keep track of!
- Feel
disappointed but shrug it off and wait for a new lead to come in?
- Find out what
happened, try to win over the lead and make sure it doesn’t happen again?
If you answered “a” or “b,” you might not see CRM
integration as much of a benefit. Because phone leads automatically appear in
your CRM, you don’t have to worry about remembering to enter leads into the
system.
You Love Having Tons of Programs Open on Your Computer
Are you the kind of person who recognizes the benefits of
having lots of programs open on your computer? It’s like a scavenger hunt
sorting through the open windows for the one you need, and the system lag gives
you time to grab a cup of coffee! You improve your mental focus when a lead
calls in because you have to switch between your call tracking program and CRM
to cross-check their data!
If you’re not looking
to cut back on the number of applications you use on a daily basis, there’s no
need to integrate your call tracking system with your CRM. Why? Because when
you integrate the two systems, you can view or edit lead data from one central
location.
Don’t identify with any of these statements? Great! Then mosey on over to our CRM integration page to see how it can make your life a little easier.
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