A Filemaker-based CRM system is a powerful tool for managing relationships with customers, coordinating with fellow team members, and ultimately, helping to grow your business.
Because it’s fully customizable, a FileMaker-based solution can include a variety of business tools, including:
- Contact management, with customer history and current status
- Project management, which includes organizing, prioritizing, and assigning tasks on both a team and individual level
- Reporting tools for planning, tracking, and evaluating growth and sales
But it’s possible to get even more from your FileMaker-based system. How? By using CRM integrations to allow your software to connect with the apps you use the most, you can simplify your workflows, gain instant access to information seamlessly and efficiently, and automate your processes.
Key Benefits of CRM Integrations
Since your CRM is the central repository for all of your customer data, it makes sense to share that information between your other apps.
Integrations allow data to be automatically transferred from one app to another. This eliminates redundancy (no more entering the same information in multiple places) and helps provide a more holistic view of your customers.
When data is integrated into your CRM, it can provide additional insight into your customers. Having immediate access to relevant information such as outstanding account balances, historical sales data, customer service requests, and marketing communications means you can better understand your customers and respond accordingly.
The Best CRM Integrations For Streamlining Your Business
While you can benefit from integrating your CRM with many different apps, there are several categories where CRM integration is particularly powerful:
- Productivity Tools
- Accounting
- Customer Service
- Marketing
- Social Media
Best Email CRM Integrations
Being able to connect email is one of the most important CRM integrations. Connecting to email provides you with the ability to send to individual contacts as well as segmented groups of customers directly from your CRM. Linking email platforms such as Gmail and Outlook to your CRM makes communicating with your customers easier and gives you access to a complete history of all customer communication.
Best Productivity CRM Integrations
Integrating with productivity tools allows you to easily collaborate with your team, stay on top of your schedule, and instantly access information. Built-in CRM integrations with Google Maps, Google Calendar, Office365 and Slack help you manage your day-to-day business tasks easily and efficiently, eliminates redundancy, and allows for streamlined communication across all teams.
Best Accounting CRM Integrations
Accounting software integrations provide access to important data such as invoices, purchases, and payment history. With these integrations, you can easily access and evaluate the financial status of each client without having to review those not so user-friendly accounting reports. Take advantage of built-in integrations with accounting apps like Quickbooks, or use APIs to integrate with Freshbooks and Xero to seamlessly review client transactions, interaction history, and historical sales information on a per customer basis. Additionally, you can create invoices and record payments directly from your CRM, eliminating the need for double data entry.
Best Customer Service CRM Integrations
Integration between a CRM and customer service software ensures that no matter when, where, or how your customers have interacted with your company, it will be documented in one centralized place. Thanks to easy to use APIs, integrating your CRM with tools such as ZenDesk, Zoho, and FreshDesk will automatically sync data between your sales and customer service teams, giving both groups valuable insight into previous customer service activity and historical purchase behavior.
Best Marketing CRM Integrations
Marketing software integration with a CRM ensures that each type of customer is being sent materials that are tailored for his or her needs, and at the right stage of the sales cycle. Utilizing built-in CRM integrations with ClearBit helps you know who to target and who is visiting your website. Seamless integration with apps such as MailChimp enables the exchange of subscriber and CRM data. And using APIs to integrate with apps like CampaignMonitor and ConvertKit will allow for automatic sync between subscriber and contact data and provide valuable insight into which marketing campaigns are most effective by customer and by segment.
Best Social Media CRM Integrations
Using APIs to integrate your CRM with the social media channels your business uses the most, like Facebook, Twitter, LinkedIn, and Instagram, gives you the ability to post on these channels from within your CRM. These helpful social media integrations can also provide real-time notifications and generate contact, lead, or customer service ticket creation straight from direct messages your customers send.
Get More With a FileMaker-Based CRM
FileMaker-based CRM integrations enable you to get the most out of your CRM. Taking advantage of both built-in integrations and customized API integrations enables you to:
- Streamline your workflow
- Efficiently communicate with customers and team members
- Gain instant access to information
- Eliminate redundancies
- Automate your processes
A fully-customizable FileMaker-based CRM offers even more integrations than most off-the-shelf options, allowing you to expand the functionality of your CRM. And if you’re looking for complete flexibility, yet want an already-built solution that’s ready to go out of the box, you may want to consider the FileMaker-based Jarvis CRM.
Jarvis CRM Gives You Customized Capability, Quickly
A full-featured business solution for desktop, mobile and web, Jarvis CRM includes the common elements that all businesses need. It is also easily customizable in order to meet very specific use cases. With a beautiful, award-winning interface, Jarvis CRM makes it entirely possible to be up and running on day one. It is an ideal solution for companies who need a customized CRM, since it is flexible and easy to modify. Jarvis CRM makes it simple to create customized built-in integrations to just about any other system, thanks to simple-to-use APIs.
A fully customizable FileMaker-based CRM truly does make it easier than ever to maximize integrations in order to streamline your business for optimal productivity.
Ready to get more from your CRM? Jarvis CRM is a full-featured and fully-customizable business solution for desktops, mobile devices, and the web that runs on Windows, Mac, iOS, and in a web browser. Contact us for a free, no-pressure demo.
