CRM Integration Services.
91% Usage
Businesses of 11+ Employees Who Use CRMs
Step 1:
Discuss Goals
Why Use a CRM?
Creating and maintaining positive relationships with clients is vital to any company. Small businesses often find it hard to create a process that ensures clients are receiving the right communications at the right time. This can be an especially hindering problem when your business is trying to scale.
The solution to this problem comes in the form of utilizing a Customer Relationship Management (CRM) platform. A CRM can help your employees (yourself included) keep track of customer data, deliverables, invoicing, and more. Here are a few of the many reasons why you’re business absolutely needs to take advantage of CRM integration.
- Easy access to customer data.
- Improved customer relations.
- Complicated analyses are simplified.
- Increased strategic alignment.
- Interpretable performance tracking.
- Time-consuming invoicing becomes easy.
- Streamlined social media execution.
The list goes on and on. One thing is certain; if your time is valuable and you aren’t currently implementing a CRM in your business, you’re losing both time and money.
The SunCity Advising Approach:
Our Preferred CRM Platform:
SunCity Advising is a preferred partner with Zoho One, an industry leader in customer relationship management software. Our expertise in integrating Zoho’s CRM into our client’s day-to-day and long-term operations has helped them grow in a scalable and trackable way. Here are a few features that Zoho currently offers clients when implemented through SunCity Advising’s partnership:
- Full CRM installation and access
- Contact Manager
- SalesIQ
- Financial bookkeeping
- Human resources support
- 40+ enterprise-level applications
- Customization to your business needs by SunCity Advising
While the SunCity Advising team has the greatest amount of expertise with Zoho, other CRM systems have been implemented with clients upon request who prefer different platforms, such as Salesforce, Monday.com, Basecamp, and Hubspot.
What to Expect from our CRM Integration Team:
Our San Diego CRM Integration team can help you either improve an existing CRM, transition to a new provider, or help you get started from scratch if you are moving to a CRM for the first time. When it comes to improving your customer relationships, it is best to think of a project like this as a long-term business improvement that must be done accurately and comprehensively for the best results.
We generally add CRM integrations services to other marketing-related services, but can provide CRM consultation as it’s own service. As consultants that need to get to know your business quickly, we may require on-site or video conferencing with multiple members of your team to ensure that the most knowledgeable person defines the requirements of each activity.
Upon completion, we set up recurring reporting that can be used to direct staff on what is working well and what needs to be improved. This includes confirmed completion of service activities like calls, emails, and meetings, as well as more detailed insights like frequency, method of communication, and messaging. Once in place, employees can be more efficient, managers have more visibility, and customers are more likely to take the action you want!
CRM INTEGRATION INTAKE FORM
Please fill out as much information below as possible based upon your customer relationship management goals.