Power-Up your Team with the Best CRM Integration Solutions

Empower your agents to personalize omnichannel customer service with modern CRM Solutions

Overview

CRM Integration to Boost your Organization's Performance

Pre-built Customer Relationship Management (CRM) integrations empower your agents to personalize omnichannel customer service. With these seamless, bidirectional CRM integrations, you’ll increase agent efficiency and independence by delivering a real-time 360-degree view of the customer.

What is CRM Integration

What are CRM Integration Solutions

These solutions include but are not limited to, web enabled web-based applications, mobile application, and desktop application integration. In most cases CRM Integration services also support the full gamut of data storage and business processing.

CRM Integration Features

Personalize interactions with context

360-degree insights into previous interactions, regardless of channel. Synchronize interaction data and history, give agents insight into the customer's journey, tie back to voice call recordings, save and add comments to customer records.

Increase agent efficiency and independence

A consolidated agent interface seamlessly integrates into the CRM system by streamlining omnichannel contact handling and shortening agent ramp-up and interaction handling times.

Easy Connectivity and Integrations

Integrate contact center control, provide agents a consolidated interface, simplify omnichannel interaction handling.

Deploy and maintain with ease

Pre-built integrations that are ready to deploy for Salesforce, Oracle, Zendesk, Microsoft Dynamics, and more, in hours, not days or weeks. Eliminate costs of custom integrations, and quick access to newly developed functionality.

Automate interaction handling

Skills-based routing engine ensures every contact is automatically delivered to the best available agent. Leverage customer data to optimize interactions, ensure routing qualified agents, self-service and automated workflows integrated with your CRM.

Why you need CRM

CRM Integration Services to Keep Your Customers Happy

One of the most important CRM Integration standards is the ability for one application to interface with another. This ability allows the companies utilizing CRM Integration services to effectively use their CRM software as a command-and-control platform.

Most CRM Integration services provide this capability to their clients so they can use their CRM software as if it were part of their own company network. This is, however, not always the case as some CRM Integration service providers focus more on the integration capabilities of their products and focus less on the compatibility of CRM Software with other companies’ CRM Integration products and software.

Some CRM Integration services are built to provide fast, easy integration solutions to their clients. For those companies that do their own CRM integration solutions may consider using open-source CRM software that has been modified for ease of integration. This CRM software may be modified for ease of integration with Microsoft Outlook or CRM, or it may have been adapted to work in conjunction with existing CRM products and systems. This is not uncommon as different CRM Integration services may have different approaches to the integration solution.

Other companies may choose to purchase CRM software and then develop specific interfaces that can be used with most CRM products from any provider. If the CRM product you are interested in uses a server database, the companies you may work with should have a web site or a support line that is easily accessible from their website.

Often the customer support line will lead you down a maze of tutorials that no one in your organization understands. It could take weeks before you understand everything you need to know and then it could take even longer before you can begin working on a project. By knowing who you are dealing with upfront, you can make sure that the project is assigned to an experienced expert so there is no confusion at all involved.

CRM integration is not only used by large companies that have hundreds of employees. Small and medium-sized companies are now employing CRM solutions to streamline their businesses. Smaller companies often have a limited number of employees and a tight budget. Therefore, many of these smaller companies do not have the capacity to carry out the necessary upgrades, training, and testing to integrate their products with existing CRM software. CRM Integration Services companies come in and help them build the necessary networks and implement the necessary applications to meet their business objectives.

How to Choose

How to choose the right CRM Integration Vendor?

When deciding which CRM integration solution to use, it is important to consider how long the company has been in operation and how much experience they have using the software.

You should also look for a CRM integration solution with a proven track record and a fair price. The most important thing that a company should do is thoroughly research their CRM software provider to make sure they are getting all the features and services they need to streamline their business.

Many companies begin to experience trouble developing their CRM software once they exceed their budget and start receiving calls from outside vendors. By staying on top of CRM software developments, companies can reduce the amount of time and money spent trying to figure out what to do in this transitional period.

In this part, StrataCore can provide you with suitable options from its huge network of more than 600 providers. You’ll get the best quotes from the best CRM vendors at no cost.

Approach

STRATAGY

Technical expertise and vision to help you develop a plan or technology roadmap.

STRATASOURCE

Experience and relationships to help you acquire new technology solutions.

STRATACARE

Real support from real people to help with implementation, management, and billing.

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What Our Clients Say

  • Steve Talt

    Steve Talt

    Sr. Director, Systems @ Getty Images

    “StrataCore’s team worked on our behalf to source the best solution for our needs. They helped to save us valuable time and money.”

  • Wayson Vannatta

    CIO @ WatchGuard

    "When it comes to getting IT services, colo or a security vendor, the first partner I call is StrataCore. I count on them to know the heartbeat of the market and the best options for our business needs.”

  • Brian Capps

    Brian Capps

    Director, Network & Data Center @ Zillow

    “StrataCore hires good people, the team has been super solid and enjoyable to work with.”

  • Brian Hanson

    Brian Hanson

    Sr. Director, Comcast Technology Solutions @ Comcast

    “The StrataCore team has helped immensely over the years. I don't have to augment my team with experts - you fulfill that role.”

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    Jai Dalal

    VP, Internal IT & Technical Client Services @ WideOrbit

    “The value that StrataCore adds to an IT department is huge. This is especially the case when you have a lean organization that doesn't have the bandwidth to vet the market to obtain strategic pricing or services.”

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    Nick Halden

    Solution Architect @ Vix Technology

    “The StrataCore team was very valuable in terms of saving us time and money. Throughout the entire process they provided candid, insightful assessments and market intelligence that brought real value to Vix.”

  • Dan Wilson

    Dan Wilson

    Principal Architect III @ Concur

    “The StrataCore team is exceptionally talented, knows the industry, and always delivers on promises.”

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    Former IT Director @ Tableau

    “What I enjoy most about StrataCore is their full end-to-end service. We met, gave StrataCore our requirements, and they engaged the appropriate vendors.”

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    Clifford Cancelosi

    COO @ MultiScale Health Networks

    “StrataCore focuses on completely understanding customer needs/timeframes/etc.They ensure that it's accurately represented to the provider community.”

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    Jason Stefanski

    Chief Information Officer & Principal @ GeoEngineers

    “StrataCore saved us countless hours. Their knowledge of the market and negotiation tactics resulted in saving us a substantial amount. We would not hesitate to recommend them as a very trusted advisor!”

  • Benny Zaidenberg

    Benny Zaidenberg

    Sr. Director, Global Data Center & IT Ops @ Amdocs

    “Working with StrataCore was easy. It’s the best deal and a win/win situation for both our companies.”

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