Connecting Your Software Platforms: What You Need to Know

software integration

When it comes to software, every business has a unique set of needs. In an attempt to create the perfect solution to those needs, most companies end up cobbling together a collection of products that includes a CRM, an ERP, a sales and marketing suite, and an email solution. While these individual pieces function just well enough to get the job done, the companies who use them don’t realize just how inefficient it can be to switch between these tools.

In the course of an average day, salespeople switch from their CRM to their email hundreds of times. Each time, they lose a few precious seconds of productivity while the software is loading and they’re reorienting themselves to a different layout. When you multiply these seconds by dozens of employees, those seconds quickly become hours (or even days) of needlessly lost time.

But when you connect your company’s most essential tools through software integration, you’re doing more than streamlining workflows. You’re saving your company serious amounts of money. So how do you fully integrate these tools to yield the greatest possible benefits for your business?

Make It Fit Your Needs

Combining your software should make things easier, not harder. Connecting two platforms isn’t that helpful if your ultimate result isn’t a simplified workflow. Ideally, you should integrate your software in a way that allows your team to share and update between both tools.

Any platform integration should start with a thorough examination of your company’s processes, and you should look for opportunities when integration makes the most sense. Once you know where the disconnects are, it becomes easier to identify the integrations that will provide the best results.

Streamline Your Processes

If you want to understand the least efficient parts of your company’s software setup, here’s the best place to start: Find the people who have to deal with that software every day. Then ask them about the most frustrating issues they encounter when using these platforms. Since they know exactly where the cracks and roadblocks are, get their feedback about how their workflows can be improved.

If the current workflow requires them to manually enter the same new customer information into two systems (for example, your ERP and CRM), they will be the first people to point out how inefficient this process is.

Get the Most from Both Platforms

When it comes to integrating your company’s most-used software, boosting worker efficiency isn’t the only benefit you’ll get from integrating your company’s most-used software. You can also improve your operations across the board, which provides your employees with new insights and tools. By removing the barriers between these various systems, your teams will have everything they need in one place.

One great example of this consolidation involves integrating a CRM solution (such as Sugar) with a sales-and-marketing platform like HubSpot). Need to see which types of marketing initiatives are resonating with a specific customer? If you simply select a HubSpot dashlet within Sugar, all of that vital marketing data is right at your fingertips.

In fact, we offer this exact integration here at Intelestream. It’s called HubSpot for Sugar®.

Conclusion

By utilizing software integration, you’re doing more than just improving the efficiency of your workflows. You’re changing the center of gravity for your business. You’re helping your teams succeed in ways that would never have been possible before. And that’s a smart investment for your business.

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