Tuesday, July 1, 2014

SugarCRM Integration with Any Billing Software

SugarCRM, customerrelationship management (CRM) platform, is a well-known leader in open source CRM and is used to manage leads, sales opportunities and build stronger customer relationships which results in higher conversion rates in sales. In any sales organization – Insides sales, Field sales and Account management teams are the biggest users of CRM. Customer service (support team) is another team which uses CRM application extensively.

Sales teams use CRM to build new account relationship - by maintaining customer information, creating targeted campaigns, identifying leads generated from campaign, different stages in opportunities,  different interactions with customer etc- all this helps in finding existing and future needs of the customer. CRM can be used by sales team to forecast revenues and predict customer expectations as well as buying behavior.

Customer service representatives (CSRs) use CRM extensively to capture the call details, resolution of issues and improve the customer satisfaction.  All the calls(phone or email) and interactions with the customer can be recorded inCRM. Looking at past, interactions are in most cases useful in resolving customer’s current issue. CRM can be used as a ticketing system where issue raised by client becomes a ticket which gets assigned to a service rep. CRM workflows can assign ticket intelligently to the service rep based on skill set and availability. A CRM is useful to CSRs as they can not only see historical interactions with the customer but can also find out which service rep worked with the customer previously and how issues were resolved. CSRs and Sales reps CRM can help in up-sell and cross-sell of the product offerings.

SugarCRM should be set up in such a way that it is utilized for day-to-day operations. This will be possible if customer eccentric data from different functions like billing, transportation, distribution is gathered and displayed in CRM. It will make CRM much more effective and also enable companies to utilize the full extent of CRM.  The information collected from other systems is invaluable to both sale steams and service representatives. This data can assist sales team from moving leads through the sales process - building proposals,facilitate order booking and improve collections. This can also help in developing targeted campaigns and getting detailed picture of your customers.

One of the prominent integration points with SugarCRM is any billing software. Billing system has details about the invoices, receipts and customer returns. This assists sales teams to ensure they are meeting their targets in terms of collections. CSRs use this information to attend to customer queries. Having the billing system details in CRMwill provide a single integrated view for CSRs and Sales reps for e.g.CRM can get key invoice information e.g. invoice amount, last invoice,invoice status, discounts offered on the last order from billing systems and sales reps can use this information to complete their sale.

SugarCRM and Billing systems can be integrated in a way that sales report service rep may not have to log in to two different applications to get the details. We can also ensure that the data in both SugarCRM and Billing is in sync at all times and users of both applications will see the current information.
Integration's like this can enhance CRM tools functionality exponentially and make sales and service teams operate efficiently.

1 comment:

  1. Sugar CRM to Constant Contact Integration makes syncing data between these clouds a piece of cake. This one directional SugarTCC Connector.