Taking video conferencing to the next level with CRM integration

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Taking video conferencing to the next level with
CRM integration.
Talking about synergy, it is added value to the
CRM user using its alignment with web
conferencing tools. The combination of the two
technologies makes it more powerful and useful
than a standalone approach. Through the years,
CRM has gone beyond its technical abilities
within an organization. Commonly known by its
acronym CRM in business jargon, it has been
extremely responsive to devise strategic
processes to ease customer service and has,
moreover been an in?uential element in building
organic and long-lasting relationships between
organizations and their clients. As more and
more organizations have become aware of this
compatible function.
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In the context of a CRM system, the term
integration signi?es the alliance of marketing
and sales processes to a CRM software. This
creates a seamless coexistence between the former
and the latter in a company. In its core form,
CRM is quintessential for maintaining customer
information, but when integrated with other
elements like video conferencing software drives
comprehensive automation to boost sales and
marketing. Wouldnt it be easier for teams and
businesses if your software stack was fully
optimized?
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Alongside the sales and marketing teams, even an
accounting team would probably be one of those
units in an organization that deals with customer
data. The fact that accounting teams can go
through an unsurmountable amount of data on a
perpetual basis is a fact similarly, there are
various departments like support, feedback, etc.
that contain tons of data in terms of names,
contacts, email IDs, etc. Most companies just
have pre-conceived notions that teams can
survive without such integrations or APIs. The
integration of CRM systems to video conferencing
software isnt costly.
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Common web conferencing scenarios to see how the
integration of CRM with video conferencing makes
things better
Scenario 1 Augmenting sales growth. With video
conferencing, sales managers can set up a video
conferencing environment where sales
professionals have everything in place to follow
a pre-de?ned sales strategy. Furthermore, video
conferences can be recorded and archived, and
used as future examples in various sales
scenarios. With the integration of video
conferencing and CRM systems, sales reps and
managers can document observations and notes.
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Scenario 2 Training your sales workforce.

• With video conferencing at the helm, sessions can
  be recorded of what has transpired in the
  meeting, and action items that come out of the
  meeting. It allows sales managers to use
  archived meetings as a coaching tool, replay
  clips, and provide feedback for enhanced
  performance. With the addition of a CRM, coaching
  can be tracked and monitored by sales managers
  to monitor the performance of sales reps.

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Scenario 3 Record valuable information.

• As video or web conferences draw attendees from
  various locations, sales professionals ?nd it a
  crucial platform or venue for posing questions on
  company structure, business processes, etc.
  Instant polls through video conferencing
  applications help assess whether the customer
  requires a product and whether they are ready to
  make a purchase. Integrating CRMs with video
  conferencing helps ensure that sales reps record
  valuable information for other internal team
  members to access in the future.

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Scenario 4 Recognize upselling probabilities.
Web conferencing or video conferencing encourages
frequent interaction between sales reps,
decision-makers, and company stakeholders. Video
conferencing is a powerful way to uncover new
opportunities in sales marketing. The perks of
conducting such conferences in the context of
CRM helps record opportunities in real-time for
future follow-up.
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Companies need to start moving forward with time
and start realizing video conferencing
integration bene?ts like quick meetings with
customers or internal teams, zero investment for
expensive software or hardware, video
presentations with customers, meeting recording,
real-time communication and collaboration, and
more. Salesforce, Cisco Spark, Zoho, Zendesk,
etc. are some of the CRMs available in the
market. Video Conferencing software like iFMeets
enables quick and easy integration with any CRM
platform.
Not that it is a crime to run without a CRM
system but with the current industry pace, every
entity needs to keep up with the ?eeting
evolution that occurs within it. An unorganized
database? An outdated online conferencing system?
Documentation of daily activities? These are
some of the critical tasks that CRMs need to
perform, so why do it manually, let your CRMs do
it for you.
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Todays hosted CRMs o?er the ability to create
quick and easy-to-track ?elds in the CRM
application, and the ability to link it directly
with another application.
iFMeets is all about collaboration and
productivity. Collaborate with your teammates or
customers with a singleclick even when youre
on the go. If it cant wait till tomorrow,
simply begin your meetings from iFMeets.Type,
share ?les, and talk without having to switch
between a stack of apps.
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Conclusion
Making things simpler for businesses through the
integration of CRMs and video conferencing is
key. It gives sales reps, managers, and senior
sta? to host meetings from any location,
anytime. A single click makes it possible to
schedule a meeting. You can add the iFMeets
extension as the default option for any meeting
you schedule with CRMs like Salesforce,
Hubspot, Zoho, etc.
Visit Us www. ifmeets. com