If you find yourself having to manually copy data from one system to another, or have to switch between multiple different pieces of software to get a particular task done, you’ll know how time-consuming (and boring!) this work can be.
Bringing all of your data and technology into one platform, like HubSpot, creating a single customer view, can help you to digitally transform your business. Hang tight and we’ll let you know how.
What are integrations?
Integrations are one way of bringing all the tech and data you need together in one place. They connect your software to third-party applications so they share information, meaning you can get access to all the data you need, all in one place.
That means you don’t need to get entirely different software as your business grows. If you like a particular piece of software, you can keep using it – but with the addition of other applications to enhance their functionality.
Key CRM integrations your business needs
So, what integrations should you be thinking about for your CRM? From sales to customer service, there’s a wide variety of integrations to support every branch of your team.
1. Ecommerce integrations
Bring all of your CMS order and contact data into one CRM platform, either using big-name players like Shopify and Magento, or through a custom-built solution for other content management systems.
Adding an ecomm integration to your set-up can be a big boost for your customer service teams. Having all the data they need to hand is sure to make them more efficient, as they no longer have to switch between systems to find the information they need. Instead, with just a couple of clicks, they can find everything from basic customer information to more advanced data around their previous order history – and that leads to the other big benefit, better customer service.
When your customer data is all available in one place, it means the customer never has to repeat themselves. Their interactions with your company can be more consistent and personalised, offering a better experience for them – and more revenue for your business. HubSpot has found that 93% of customers are likely to make repeat purchases with companies that offer excellent customer service, and the ability to quickly and efficiently solve your customer queries and complaints is one easy way you can offer that great service that will keep customers coming back for more.
It also makes it easier to deploy key money-driving marketing tactics. With integrations, it’s simple to set up crucial systems to help avoid cart abandonment, drive cross-sales and deploy re-engagement activity. All of these activities are proven to help drive conversions, increase your average order value, and ultimately drive more revenue for your business. We found, for example, that moving to HubSpot and rolling out a tailored strategy improved recovered cart rates from just 19% to an incredible 50%.
2. Email integrations
Bring all of your email performance data into your CRM, from platforms like Mailchimp – or you can migrate these systems directly into HubSpot.
Integrating your email data will benefit both your sales and customer service teams. It gives them the full visibility of collected marketing data, such as customer preferences, and how that customer has been targeted via email – and how they’ve responded to them. That means your sales team can hone in on any services they’ve expressed an interest in, whilst customer service teams can use this personalised information to improve customer interactions.
Having all of this data in one place also means you can say goodbye to collating information from different sources. You can easily see how email stacks up against other marketing efforts like landing pages and forms – all presented in a format that’s easily understandable by anyone, including board members who might not be familiar with the tactics and data on display.
3. Sales integrations
Bring information about your sales prospects and tactics into one place, for all of your teams to access and improve their own activities. This can be done either through integrations, or by migrating everything over to HubSpot.
One of the main benefits of making this type of data more easily accessible is that it closes the loop between marketing and sales. That means they can easily share insights to drive more revenue, even if they don’t use the same systems.
If your sales team uses Salesforce, for example, but you use HubSpot for marketing, you can integrate the two systems. Your marketing teams will have easy access to sales updates so they can create targeted campaigns based on sales journeys, and your sales teams can see customer data from HubSpot such as lead scores and campaign outcomes.
Sharing this data can help to strengthen the work of both teams, with 87% of sales and marketing leaders saying that collaboration between the two teams enables critical business growth.
4. Customer service integrations
Bring your ticketing or chat system, such as Zendesk, into one platform like HubSpot, offering a single view for customer service, sales and marketing teams. Again, this can either be done through integrations or by migrating your systems into HubSpot to unlock the full service hub potential.
Doing so will create time-saving solutions for your service teams, while providing more insight to your marketing teams on customer problems. By integrating ticket activity into HubSpot, your marketing teams can access that data in real-time, allowing them to spot patterns that they can then feed into onsite content and FAQs, better solving customer queries – and ideally, reducing the need for customers to get in touch.
This ticketing data isn’t useful just for improving your customer service, though. It can also provide you with more visibility for customer service team performance and give you the ability to improve it. With full access to data around how many queries are solved per agent, you can more easily spot training gaps – which means you can create a targeted schedule of training to ensure your agents are fully knowledgeable and able to quickly resolve customer queries.
5. Call integrations
Bring all of your call and SMS data into one platform using tools like Aircall to improve your customer service, training and overall call outcomes.
This integration will bring all of your inbound and outbound call data, missed call information, voicemails and SMS into one place for easy access across all business departments, leading to more efficiency, transparency and coaching opportunities for your sales, service and marketing teams.
HubSpot automatically saves your call recordings and notes, meaning your agents don’t have to spend any time typing up notes after calls – which, in turn, means they can make more calls and get more leads.
It also enables more successful call outcomes, through useful functionality. HubSpot offers things like insight cards for call backs, meaning your sales and service teams can make callbacks more personalised – increasing the chances of getting a sale or successfully resolving a query. It’s also easy to create workflows based on call categories and outcomes, for more efficient call follow-ups and task creation.
Transform your performance with integrations
From levelling up your customer service to powering your sales efforts, integrations can be transformative for your business. And it’s not just CRM integrations that we can support with – there are plenty of other opportunities for other tools, such as Account Based Marketing (ABM), lead generation, analytics and advertising.
And if integrations don’t provide what you need, we also offer custom integrations and migrations to HubSpot to reduce your software costs in the long term.
Interested in finding out what integrations can do for your business? Book a meeting with us at Attacat today.
