10 Game-Changing Benefits of Integrating Microsoft Business Central with Hubspot

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In today's fiercely competitive business environment, leveraging the right set of tools can catalyze an organization’s growth trajectory. Integrating Microsoft Business Central, a comprehensive business management solution, with HubSpot, a powerful inbound marketing, sales, and service software, can prove to be a game-changer for many enterprises. 

## The value of integrating HubSpot with Microsoft Business Central

Numerous sales and marketing teams find themselves engulfed in procedures that are not streamlined, largely due to repetitive tasks concerning the coordination of potential clients and established contacts. The method of tracking interactions within the sales pipeline aids enterprises in comprehending and depicting their sales activities whilst crucially evaluating their cumulative rate of successful conversions.

This naturally brings up the question, "Is it possible to merge HubSpot functionalities with Microsoft Dynamics CRM?" Integrating HubSpot with Microsoft Dynamics CRM can indeed amplify the effectiveness of your business operations, provided a [suitable integration tool](https://www.cloudify.biz/marketplace/packages/hubspot-msbusinesscentral) is utilised.

Based on a [worldwide survey](https://www.businesswire.com/news/home/20190227005212/en/Global-Study-Majority-Organizations-Plan-Digitally-Transform) conducted by Business Wire, it was revealed that 84% of the participants identified that the hindrances in integration are decelerating the pace of their digital evolution. Furthermore, an astonishing 83% pinpointed data isolation as the primary culprit behind the challenges encountered by numerous enterprises. It is conceivable that your organization aims to steer clear of these adverse trends.

**Related use case:** [**WoodUpp**](https://www.cloudify.biz/case-studies/woodupp)

Here, we unfold ten significant benefits of integrating these two powerhouse platforms to foster business optimisation and innovation:

### 1\. Streamlined Business Processes

#### Centralised Data Management

By integrating Microsoft Business Central with HubSpot, businesses can centralise their data management efforts. It eliminates data silos, making it easier to access and manage customer data, sales information, and marketing insights from a unified platform.

#### Automated Workflow

The integration allows for the creation of automated workflows that streamline operations and reduce manual processes, helping businesses save time and avoid errors that come with manual data entry.

### 2\. Enhanced Customer Insights

#### Comprehensive Customer Profiles

The integration enables businesses to develop comprehensive customer profiles by pulling data from various touchpoints. These enriched profiles can help in offering personalised services and products to customers.

#### Predictive Analytics

Leveraging the data collected, businesses can use predictive analytics to forecast customer behaviours and trends, providing a competitive edge in the marketplace.

### 3\. Boosted Marketing Efficiency

#### Targeted Marketing Campaigns

With seamless data flow between the two platforms, marketers can design [targeted marketing campaigns](https://www.cloudify.biz/blogs/post/boosting-marketing-campaigns-with-hubspot-msbc-integration) based on real-time data and insights extracted from [Microsoft Business Central,](https://www.cloudify.biz/marketplace/products/microsoftBC-integrations) enhancing the effectiveness of marketing efforts.

#### Lead Scoring

Integrating the platforms allows businesses to implement more accurate lead scoring techniques, helping them to prioritise leads more effectively and focus on those with higher conversion potentials.

**Related:** \[Boosting Marketing Campaigns with Hubspot Microsoft Business Central Integration\](Boosting Marketing Campaigns with Hubspot Microsoft Business Central Integration)

### 4\. Improved Sales Productivity

#### Real-time Sales Insights

Sales teams can access real-time insights into customer interactions, purchases, and preferences, which can help them tailor their sales strategies and approach to individual customers more effectively.

#### Quicker Quote-to-Cash Process

The integration speeds up the quote-to-cash process by automating many steps in the sales cycle, reducing the time required to convert prospects into paying customers.

### 5\. Superior Customer Service

#### Personalised Service

With consolidated customer data at their fingertips, customer service teams can offer more personalised service, improving customer satisfaction and fostering long-term relationships.

#### Efficient Issue Resolution

Integration facilitates quicker and more efficient issue resolution by providing customer service teams with comprehensive information to address customer concerns proactively.

### 6\. Optimised Inventory Management

#### Real-time Inventory Tracking

By [integrating HubSpot](https://www.cloudify.biz/marketplace/products/hubspot-integrations) with Microsoft Business Central, businesses can track inventory levels in real-time, helping them manage their stock more efficiently and avoid overstocking or stockouts.

#### Automated Order Processing

The integration enables automated order processing, streamlining the process and reducing the likelihood of errors, which can lead to improved customer satisfaction.

### 7\. Enhanced Financial Management

#### Financial Data Integration

Integration allows for the seamless flow of financial data between the two platforms, enabling businesses to have a holistic view of their financial health and make informed decisions.

#### Streamlined Invoicing

With integrated platforms, invoicing becomes more streamlined, with automatic data transfer reducing manual efforts and minimising errors, saving time and resources.

### 8\. Better Decision Making

#### Data-Driven Insights

Integration provides businesses with data-driven insights, helping them to make more informed decisions that can drive growth and improve profitability.

#### Improved Reporting

The integration facilitates improved reporting capabilities, with the ability to generate comprehensive reports that provide a detailed view of various business aspects, assisting in strategic planning and execution.

### 9\. Scalability and Flexibility

#### Easy Scalability

As businesses grow, the integration allows for easy scalability, with the ability to add new features and functionalities seamlessly, without disrupting existing workflows.

#### Adaptability to Market Changes

Integrated systems provide the flexibility to adapt quickly to market changes, helping businesses stay ahead in the competitive landscape.

### 10\. Enhanced Security and Compliance

#### Data Security

The integration ensures data security by implementing robust security measures that protect sensitive business data from unauthorized access and cyber threats.

#### Regulatory Compliance

Integrating these platforms helps maintain regulatory compliance by ensuring that businesses adhere to various legal and industry standards, minimising the risk of non-compliance penalties.

**Conclusion**

Integrating Microsoft Business Central with HubSpot can transform the way businesses operate, offering numerous benefits ranging from streamlined operations to enhanced customer insights and improved decision-making. Leveraging the synergies of these powerful platforms can position businesses to excel in their respective markets, fostering innovation, growth, and long-term success. As the integration landscape evolves, we can anticipate seeing further advancements that would facilitate even more seamless cooperation between these platforms, unlocking new vistas of business excellence.

[![CTA-hs-msbc-hs.png](/uploads/CTA_hs_msbc_hs_92fc8df1c4.png)](https://www.cloudify.biz/free-consultation)

10 Benefits of Integrating Microsoft Business Central with Hubspot

Streamlined Business Operations: Navigating the World of VAT & CVR Lookup Apps

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In the dynamic world of business, efficiency and accuracy are paramount. One of the ways businesses are achieving this is through the integration of [VAT and CVR lookup apps](https://www.cloudify.biz/native-automations) into their operations. These tools not only streamline processes but also ensure compliance with various regulatory requirements. In this listicle, we explore the various facets of these apps and how they can revolutionise your business operations.

You can try out [Cloudify](https://www.cloudify.biz/native-automations)’s VAT Lookup and Danish CVR Lookup app integrations with CRM systems like [HubSpot](https://www.cloudify.biz/native-automations/hubspot) and [Pipedrive](https://www.cloudify.biz/native-automations/pipedrive): 

[Danish CVR Lookup App on HubSpot Marketplace](https://app.hubspot.com/ecosystem/23395533/marketplace/apps/marketing/data-management/danish-cvr-lookup-extension-by-cloudify-622090)

[Danish CVR Lookup App on Pipedrive Marketplace](https://www.pipedrive.com/en/marketplace/app/danish-cvr-lookup/dc6bb0556e32eb0e#:~:text=To%20install%20the%20Danish%20CVR,clicking%20on%20Allow%20and%20Install.)

[Company VAT Lookup on HubSpot Marketplace](https://ecosystem.hubspot.com/marketplace/apps/marketing/data-management/company-vat-lookup-1553046)

[Company VAT Lookup on Pipedrive Marketplace](https://www.pipedrive.com/en/marketplace/app/company-vat-lookup/50fe4af9661a4807)

## 1\. Understanding VAT & CVR Lookup Apps

Before diving deep, it's essential to understand what VAT and CVR lookup apps are. VAT (Value-Added Tax) apps help businesses calculate and manage VAT, a consumption tax levied on the value added to goods and services. On the other hand, CVR (Central Business Register) lookup apps allow users to access detailed information about Danish businesses by entering their CVR numbers.

### 2\. Ease of Access to Business Information

CVR lookup apps provide a seamless way to access a wealth of information about businesses registered in Denmark. From company names and addresses to financial data, these apps offer a one-stop solution for all your business information needs.

### 3\. Efficient VAT Management

VAT apps come in handy in managing VAT calculations and submissions. They help businesses to automate the process, thereby saving time and reducing the chances of errors that are common with manual calculations.

### 4\. Integration with CRM Platforms

Companies like Cloudify have taken a step further by offering integration of CVR lookup apps with popular CRM platforms like Hubspot and Pipedrive. This integration facilitates streamlined business operations, allowing for a centralised and efficient management system. Let's delve into the specific features that this integration offers:

#### Danish CVR Lookup App Integration Features

One-Click Client Information Addition: With Cloudify's integration, you can add all the necessary information about your clients using their name or CVR number with just one click, directly into your [Sales CRM](https://www.refrens.com/rf-sales-crm) platform.

Financial Data Update: Enhance your business insights by accessing up to three years of financial data of any organization with a valid CVR number. This feature allows for a comprehensive view of your client's financial health, aiding in informed decision-making.

Bulk Update: Save time and effort with the bulk update feature, which enables you to update multiple customer data entries simultaneously, ensuring your CRM always has the most current information.

Automatic Data Entry: Whenever a new organization is created in the CVR Lookup app, the data is automatically added to your CRM, eliminating manual data entry and ensuring that your database is always up-to-date.

#### VAT Lookup App Integration Features

Automated Company Updates: The VAT Lookup app integration allows for automatic retrieval of customer details based on a valid VAT number or registration number entered during the search, ensuring accuracy and consistency in customer data.

Data from Official Databases: Leverage the power of official databases to enhance your CRM's data accuracy. The VAT Lookup app verifies VAT numbers with official databases, fetching authentic data to populate your CRM system.

Custom Data Mapping: Catering to a global clientele? The VAT Lookup app facilitates custom data mapping, allowing the integration of VAT information from companies across different countries. This feature provides mappings of various company information fields to sync data with, helping businesses integrate vital company information into their CRM seamlessly.

By partnering with Cloudify, businesses can unlock these powerful features, enhancing their CRM systems' efficiency and data accuracy, and thereby streamlining their operations to a significant extent.

[![image-subscribe-page.png](/uploads/image_subscribe_page_df05abe9b8.png)](https://www.cloudify.biz/subscription)

### 5\. Enhanced Compliance

With VAT and CVR lookup apps, businesses can easily comply with regulatory requirements. These apps help maintain accurate records and generate reports that can be submitted to government agencies, thereby facilitating compliance and avoiding penalties.

### 6\. Data-Driven Decision Making

With access to accurate and up-to-date information, businesses can make data-driven decisions. These apps provide insights into market trends and business performance, helping you to strategize and stay ahead of the competition.

### 7\. Cost-Effective Operations

By automating various processes, VAT and CVR lookup apps help in reducing operational costs. They eliminate the need for manual data entry and calculations, thereby saving time and resources.

### 8\. Reliable Support and Assistance

Companies offering VAT and CVR lookup apps often provide reliable support and assistance. They ensure that your system runs smoothly, offering help whenever necessary to keep your operations on track.

### 9\. Future Prospects: AI and Machine Learning Integration

Looking ahead, we can anticipate the integration of AI and machine learning technologies with VAT and CVR lookup apps. This integration will further enhance the capabilities of these apps, offering businesses even more benefits in terms of efficiency and accuracy.

Navigating the world of VAT and CVR lookup apps can significantly streamline your business operations. From facilitating compliance to enhancing efficiency, these apps offer a range of benefits that can help you stay ahead in the competitive business landscape. As you explore these options, consider partnering with experts like Cloudify to leverage the full potential of these innovative tools.

[![CTA-revoluiton-business-operations.png](/uploads/CTA_revoluiton_business_operations_68bb6f8c32.png)](https://www.cloudify.biz/native-automations)

Navigating the World of VAT & CVR Lookup Apps

Automated Data Entry in Modern CRM Systems

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If you are seeking a method to [streamline your CRM](https://www.cloudify.biz/blogs/post/implementing-a-crm-system) data input and expand your enterprise, this piece is ideal for you.

The typical office employee dedicates roughly two hours daily to inputting [information into CRM platforms](https://www.cloudify.biz/blogs/post/from-public-databases-to-your-crm-the-journey-of-vat-data). Regardless of your field, be it sales, property management, IT, inventory management or another sector that leverages a CRM's capabilities, adopting automated data input processes can be a potent strategy to conserve both time and resources, while enhancing the precision of your data.

You can try out [Cloudify](https://www.cloudify.biz/native-automations)’s VAT Lookup and Danish CVR Lookup app integrations with CRM systems like [HubSpot](https://www.cloudify.biz/native-automations/hubspot) and [Pipedrive](https://www.cloudify.biz/native-automations/pipedrive): 

*   [Danish CVR Lookup App on HubSpot Marketplace](https://app.hubspot.com/ecosystem/23395533/marketplace/apps/marketing/data-management/danish-cvr-lookup-extension-by-cloudify-622090)
*   [Danish CVR Lookup App on Pipedrive Marketplace](https://www.pipedrive.com/en/marketplace/app/danish-cvr-lookup/dc6bb0556e32eb0e#:~:text=To%20install%20the%20Danish%20CVR,clicking%20on%20Allow%20and%20Install.)
*   [Company VAT Lookup on HubSpot Marketplace](https://ecosystem.hubspot.com/marketplace/apps/marketing/data-management/company-vat-lookup-1553046)
*   [Company VAT Lookup on Pipedrive Marketplace](https://www.pipedrive.com/en/marketplace/app/company-vat-lookup/50fe4af9661a4807)

## CRM Data Input: Why is it Necessary?

A [recent research on Future-Ready Businesses](https://www.firmofthefuture.com/inventory/the-real-cost-of-manual-data-entry-for-e-commerce-clients-and-how-to-eliminate-it/) revealed that dedicating merely 10 hours weekly to data input, costing $30 per hour, can accumulate to a minimum annual expense of $15,000 for a company. If there's one takeaway from this piece, it should be this: Allocating such a hefty amount for CRM data input tasks is unreasonable.

![image-manual-data.png](/uploads/image_manual_data_3f231f607e.png)

Thankfully, utilising CRM data input automation tools can offer numerous advantages.

### Benefits of Automating Data Entry in your CRM

Let’s discuss a few advantages of automation that apply to all CRM data entry cases. 

**Increase data entry speed** – Even the most experienced data entry professional cannot come close to the speed at which an automation process handles CRM data. Automation removes the waiting period for data to start showing up in your CRM.

**Error margins** – By virtue of being human, we all fall short and make mistakes. Especially when entering data into CRMs for hours on end. On the other hand, an automation script works at the same degree of accuracy every single time.

**Financial upsides** – Unless you decide to make the CRM and any other integrations around it from scratch, data entry automation will never cost you as much as the man-hours lost through manual data entry. 

### How to Automate CRM Data Entry With Cloudify

In the ever-evolving landscape of business technology, CRM systems stand as a cornerstone for efficient client management. Cloudify, a leading player in this domain, has introduced groundbreaking integrations in the HubSpot and Pipedrive marketplaces to streamline data entry and enhance CRM functionalities. Let's delve into the remarkable features of the CVR and VAT Lookup solutions by Cloudify.

#### Cloudify's Danish CVR Lookup App Integration with Pipedrive

In the modern business ecosystem, having access to accurate and up-to-date information is vital. [Cloudify's Danish CVR Lookup app](https://www.cloudify.biz/blogs/post/cvr-lookup-integration-for-data-accuracy), available on the Pipedrive marketplace, serves as a revolutionary tool in client data management. By simply entering a client's name or CVR number, you can retrieve essential company details from Denmark's official database, thereby eliminating manual entries and fostering efficiency in your Pipedrive CRM.

**Key Highlights:**

One-Click Information Addition: Populate your CRM with comprehensive client details using just a name or CVR number.

Financial Data Insights: Gain a three-year financial overview of any registered organisation using a valid CVR number.

Bulk Updates: Facilitate mass data updates effortlessly, enhancing your CRM's data accuracy and consistency.

![pd-mp.png](/uploads/pd_mp_1eb71e25c0.png)

Automated Organisation Data Entry: Experience seamless data integration whenever a new organization is registered in the CVR Lookup app.

#### Cloudify's Company VAT Lookup App on Pipedrive

To further streamline your sales process, Cloudify presents the Company VAT Lookup app on Pipedrive. This tool allows you to [fetch detailed company data](https://www.cloudify.biz/blogs/post/cvr-and-vat-lookup-integration-for-crm-data-management) from several countries, including Australia and Denmark, using either the company name or VAT number. The integration promises a tailored CRM experience with data sourced from official databases and custom mapping features.

**Integration Highlights:**

Comprehensive Company Updates: Enhance your sales and marketing strategies with updated company information retrievable via company name or VAT number.

Data from Trusted Sources: Populate your CRM with reliable data, including VAT number, address, and contact details, sourced from official databases.

Custom Data Mapping: Easily synchronise vital customer data with your CRM, selecting specific information based on the company's location.

#### Danish CVR Lookup App on HubSpot by Cloudify

[Creating a Customised HubSpot Implementation Plan for Your Business](https://www.cloudify.biz/blogs/post/creating-a-customised-hub-spot-implementation-plan-for-your-business)

Transform your HubSpot CRM with Cloudify's Danish CVR Lookup app. This integration automates data updates, pulling information directly from authorised government CVR portals, thus ensuring accuracy and efficiency in data management.

**Read more:**

*   [**The Importance of CVR Lookup Integration for Data Accuracy**](https://www.cloudify.biz/blogs/post/cvr-lookup-integration-for-data-accuracy)
*   [**The Power of Automation: How Danish CVR Lookup Reduces Data Entry Time**](https://www.cloudify.biz/blogs/post/the-power-of-automation-how-danish-cvr-lookup-reduces-data-entry-time)

**Integration Features:**

Quick Data Updation: Utilise the search window in the CRM card to swiftly add company and financial data using a name or CVR number.

Bulk Updates: Update multiple company profiles simultaneously, drawing the latest information directly from the Danish Business Authority.

![hs-cvr-2-bulk-update.png](/uploads/hs_cvr_2_bulk_update_1c162ac2ab.png)

Financial Data Insights: Keep your CRM updated with precise financial data, including net turnover and balance sheet details, based on the provided CVR number.

Custom Data Mapping: Customize data synchronisation from the CVR app to your HubSpot details, even allowing the addition of new custom properties as per your preference.

#### Company VAT Lookup App on HubSpot by Cloudify

Cloudify's VAT Lookup app on HubSpot revolutionises CRM management by automating the retrieval of VAT numbers from various countries, coupled with custom data mapping to ensure accuracy and efficiency.

**Integration Features:**

Automated Company Updates: Fetch customer details automatically using valid VAT or registration numbers, maintaining data accuracy.

Data from Official Databases: Leverage the unique VAT numbers to verify and fetch data from authorized public sources, enhancing your CRM's reliability.

Custom Data Mapping: Integrate vital company information from different countries seamlessly into your CRM, facilitating a streamlined business operation.

In conclusion, Cloudify's CVR and VAT Lookup solutions stand as powerful tools in modernising CRM systems, offering seamless integrations with Pipedrive and HubSpot marketplaces. By automating data entry and ensuring data accuracy, these integrations empower sales and marketing teams to operate more efficiently and effectively. Integrate today and witness a remarkable transformation in your CRM management.

[![CTA-revoluiton-crm-experience.png](/uploads/CTA_revoluiton_crm_experience_b0e497bc59.png)](https://www.cloudify.biz/native-automations)

Automated Data Entry in Modern CRM Systems: CVR & VAT Lookup Solutions

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In the ever-evolving landscape of business, having access to accurate and up-to-date information is paramount. One of the critical aspects of this is the seamless integration of VAT data from public databases into your Customer Relationship Management (CRM) system. This process not only streamlines operations but also enhances the efficiency of sales and marketing teams. Let's delve deeper into how the VAT Lookup app integration, particularly with platforms like [Pipedrive](https://www.cloudify.biz/native-automations/pipedrive) and [HubSpot with Cloudify](https://www.cloudify.biz/native-automations/hubspot), facilitates this journey of VAT data from public databases to your CRM.

Explore the Company VAT lookup app on HubSpot Marketplace: [**Install now**](https://app.hubspot.com/ecosystem/23395533/marketplace/apps/marketing/data-management/company-vat-lookup-1553046)

Explore the Company VAT lookup app on Pipedrive Marketplace: [**Install now**](https://www.pipedrive.com/en/marketplace/app/company-vat-lookup/50fe4af9661a4807)

## Benefits of Integrating Public Database Data into CRM

![image_benefits_database_656ec15c11-min.png](/uploads/image_benefits_database_656ec15c11_min_cb306ba59f.png)

The integration of public database data into CRM systems offers a plethora of benefits that can significantly enhance business operations and strategies. Here, we explore some of the key advantages that businesses can leverage:

**1\. Enhanced Data Accuracy**

By directly sourcing data from official public databases, the chances of errors or discrepancies are greatly reduced. This ensures that your CRM system is populated with the most accurate and up-to-date information, which is crucial for making informed business decisions.

**2\. Streamlined Processes**

The automation of data retrieval and integration eliminates the need for manual data entry, which can be time-consuming and prone to errors. This streamlining of processes not only saves time but also allows teams to focus on more strategic tasks, thereby enhancing productivity.

**3\. Customised Data Mapping**

The ability to customise data mapping according to specific needs allows businesses to tailor the data integration process to suit their unique requirements. This means that they can choose to integrate only the data that is most relevant to them, making the CRM system more efficient and user-friendly.

**4\. Improved Customer Engagement**

With access to comprehensive and accurate data, sales and marketing teams can develop more targeted and personalised strategies. This can lead to improved customer engagement, as teams can better understand their customers and tailor their approaches accordingly.

**5\. Cost-Efficiency**

Automating the process of data retrieval and integration can result in significant cost savings. By reducing the need for manual data entry and the potential for errors, businesses can avoid unnecessary expenses and optimise their operations for greater cost-efficiency.

**6\. Compliance and Legal Security**

Utilizing official databases ensures that the data being used complies with legal and regulatory requirements. This can help to protect businesses from potential legal issues that can arise from the use of inaccurate or unauthorized data.

**7\. Enhanced Business Intelligence**

Having access to a wealth of accurate data can enhance business intelligence efforts. Teams can analyze the data to gain insights into market trends, customer behaviour, and other critical factors, which can help in shaping more effective business strategies.

**8\. Global Reach**

The integration covers a range of countries, allowing businesses to expand their reach globally. This can be particularly beneficial for businesses looking to grow and establish a presence in new markets, as they can access valuable data from different regions easily.

### VAT Lookup App Integration: A Brief Overview

The VAT Lookup app integration is a powerful tool that helps in populating your CRM with detailed company data by searching through VAT numbers or company names across various countries. This integration is capable of mapping basic company data from countries such as Denmark, the UK, Sweden, Australia, Norway, Switzerland, and Finland, including details like company number, name, country name, address, industry code, legal form, registration date, and status. The specific data fields available can vary from country to country.

#### Integration Features

**1\. VAT for Company Updates**

This feature allows customers to update company information from a range of countries by searching using the company name or VAT number. It serves as a significant asset for sales and marketing teams, enabling them to have access to the most recent data, which can potentially lead to more informed decisions and strategies.

**2\. Data from Official Databases**

The VAT Lookup app is adept at finding and fetching data from authorized public sources, helping to populate your CRM with essential details such as VAT number, name, address, email, city, zip, and country. This ensures the reliability and accuracy of the data being incorporated into your CRM.

**3\. Custom Data Mapping**

The app features a mapping window that facilitates the easy synchronisation of vital customer data with your CRM. Users can select the desired country from a dropdown menu and map the relevant information of a company situated in that region, making the process highly customisable and user-friendly.

**4\. Official Data Sources**

To maintain the authenticity and reliability of the data, the VAT Lookup app integrates data from official databases of various countries. 

Here are some of the official data sources utilised by VAT LookUp app:

Australia: [Australian Business Registry Services (ABRS)](https://abr.business.gov.au/)

UK: [Companies House](https://www.gov.uk/government/organisations/companies-house)

Switzerland: [Commercial Register](https://www.uid.admin.ch/)

Finland: [Finnish Patent and Registration Office (PRH)](https://www.prh.fi/en/kaupparekisteri.html)

Norway: [Brønnøysund Register Centre](https://www.brreg.no/)

Denmark: [Det Centrale Virksomhedsregister (CVR)](https://datacvr.virk.dk/)

**Conclusion**

In conclusion, the [integration of VAT Lookup app with CRM platforms](https://www.cloudify.biz/blogs/post/cvr-and-vat-lookup-integration-for-crm-data-management) like Pipedrive and HubSpot is revolutionising the way businesses handle company data. By automating the process of data retrieval and integration from official databases, it not only saves time but also ensures the accuracy and reliability of the data being used. This, in turn, can lead to more informed decision-making and a streamlined sales process, fostering growth and success in the business landscape.

[![image-subscribe.png](/uploads/image_subscribe_71ff4b39e5.png)](https://www.cloudify.biz/subscription)

From Public Databases to Your CRM: The Journey of VAT Data

How Danish CVR Lookup Reduces Data Entry Time

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In a digital age where efficiency is the cornerstone of successful business operations, the Danish CVR lookup system stands as a beacon of innovation. This powerful tool, which grants quick and easy access to the Central Business Register in Denmark, has significantly reduced data entry time, thereby revolutionizing data management in the country. In this blog, we explore the intricacies of this system and how companies like Cloudify are taking it a notch higher by integrating it with popular CRM platforms such as [Hubspot](https://www.cloudify.biz/native-automations/hubspot) and [Pipedrive](https://www.cloudify.biz/native-automations/pipedrive).

## A Brief Overview of the CVR Lookup System

The [CVR lookup system](https://www.cloudify.biz/blogs/post/cvr-lookup-integration-for-data-accuracy) is a digital tool that facilitates the retrieval of business data from the Central Business Register in Denmark. By simply entering a business's CVR number, users can access a wealth of information including the company's name, address, industry, and financial data. This system is not only a boon for businesses but also for government agencies, financial institutions, and researchers who can now access accurate and up-to-date information with ease.

### Cloudify: Your Partner in Seamless Integration

In the competitive business landscape, having a seamless integration between your CRM system and the CVR lookup can give you a significant edge. This is where Cloudify comes into play. As a process consultancy, Cloudify specialises in offering [CVR Lookup app integration](https://www.cloudify.biz/blogs/post/cvr-and-vat-lookup-integration-for-crm-data-management) with popular CRM platforms like Hubspot and Pipedrive, available on their respective marketplaces.

**Explore CVR Lookup app integration with** [**HubSpot**](https://www.cloudify.biz/native-automations/hubspot/danish-cvr-lookup) **and** [**Pipedrive**](https://www.cloudify.biz/native-automations/pipedrive/danish-cvr-lookup)**!**

#### Why Choose Cloudify?

**Expertise:** With a deep understanding of business processes, [Cloudify](https://www.cloudify.biz/) ensures that your CRM system is perfectly synchronised with the CVR lookup system, allowing for smooth and efficient operations.

**Custom Solutions:** Cloudify offers tailored solutions to meet the unique needs of your business, ensuring that you get the most out of your CRM and CVR lookup integration.

**Reliable Support:** Cloudify's team of experts is always on hand to provide support and assistance, ensuring that your system runs smoothly at all times.

### Reducing Data Entry Time: A Closer Look

#### Instant Access to Business Information

Before the advent of the CVR lookup system, obtaining business information was a time-consuming process that involved manual data entry and verification. Now, users can instantly access a plethora of information with just a few clicks, saving precious time and resources.

#### Elimination of Human Error

Manual data entry is prone to errors, which can have significant repercussions for businesses. The CVR lookup system automates this process, thereby eliminating the possibility of human error and ensuring the accuracy of data.

#### Streamlined Business Operations

With the CVR lookup system, businesses can streamline various operations such as customer onboarding, vendor management, and financial reporting. This not only reduces data entry time but also enhances the overall efficiency of business operations.

#### Facilitating Compliance and Reporting

Companies are often required to submit various reports to government agencies. The CVR lookup system makes it easier to comply with these requirements by providing a centralised source of accurate and up-to-date business data.

[![image-visit-page.png](/uploads/image_visit_page_2e2ad8052f.png)](https://www.cloudify.biz/native-automations)

### Case Studies: Real-World Impact of CVR Lookup

To further illustrate the impact of the CVR lookup system, let's consider a few case studies:

Financial Institutions: Banks and other financial institutions can use the CVR lookup system to quickly verify the details of business clients, thereby speeding up the loan approval process.

Market Researchers: Researchers can use the CVR lookup system to easily access a wealth of business data, which can be used to conduct market analysis and identify trends.

Government Agencies: Government agencies can use the CVR lookup system to monitor the performance of businesses and ensure compliance with various regulations.

### Future Prospects: Integrating CVR Lookup with Other Technologies

Looking ahead, we can expect the CVR lookup system to be integrated with other technologies such as Artificial Intelligence (AI) and Machine Learning (ML) to further enhance its capabilities. For instance, AI could be used to analyse the data retrieved from the CVR database to provide insights into market trends and business performance.

**Read more:** [The Importance of CVR Lookup Integration for Data Accuracy](https://www.cloudify.biz/blogs/post/cvr-lookup-integration-for-data-accuracy)

[![image-subscribe-page.png](/uploads/image_subscribe_page_8b50d8637b.png)](https://www.cloudify.biz/subscription)

**Conclusion**

The Danish CVR lookup system has revolutionised data management in Denmark by significantly reducing data entry time and enhancing the [accuracy of business data](https://www.cloudify.biz/blogs/post/cvr-and-vat-lookup-integration-for-crm-data-management). Companies like [Cloudify](https://www.cloudify.biz/) are at the forefront of this revolution, offering seamless integration solutions that help businesses streamline operations and facilitate compliance with government regulations. As we look to the future, we can expect this system to continue evolving, with the integration of new technologies offering even greater benefits.

[![CTA-business-next-level.png](/uploads/CTA_business_next_level_26db42ab3d.png)](https://www.cloudify.biz/native-automations)

The Importance of CVR Lookup Integration for Data Accuracy

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In the modern business landscape, data is the cornerstone of strategic decision-making. Therefore, the accuracy of this data becomes paramount in steering businesses towards success. 

**![image-why-data-matter.png](/uploads/image_why_data_matter_02ba4bea68.png)**

One tool that stands out in ensuring data accuracy is the CVR Lookup integration app by Cloudify, available on both [HubSpot](https://www.cloudify.biz/native-automations/hubspot/danish-cvr-lookup) and [Pipedrive marketplaces](https://www.cloudify.biz/native-automations/pipedrive/danish-cvr-lookup). This app not only facilitates seamless data management but also enhances the quality of data available to businesses. Let's delve deeper into how this app can be a game-changer in achieving data accuracy.

**Read more:** [**The Importance of CVR and VAT Lookup Integration for CRM Data Management**](https://www.cloudify.biz/blogs/post/cvr-and-vat-lookup-integration-for-crm-data-management)

## Instant Access to Accurate Data

In the fast-paced business environment, time is of the essence. The CVR Lookup integration app by Cloudify is designed to save time while ensuring data accuracy. Users can swiftly search for companies using their name or CVR number, eliminating the need for manual data input which is often prone to errors. This feature ensures that your CRM system is always equipped with the most up-to-date and accurate data, thereby enhancing the reliability of your business insights and strategies.

By integrating Cloudify's CVR Lookup, you are not only streamlining the data retrieval process but also fostering a culture of data accuracy within your organisation. This, in turn, can lead to more informed decision-making and a competitive edge in the market.

[**Install CVR LookUp app on HubSpot marketplace**](https://app.hubspot.com/portal-recommend/l?slug=ecosystem/marketplace/apps/marketing/data-management/danish-cvr-lookup-extension-by-cloudify-622090)

### Bulk Data Updates: A Boon for Efficiency

Data management can often be a cumbersome process, especially when dealing with a large volume of data. The bulk update feature of the CVR Lookup app comes as a breath of fresh air in this scenario. It allows for the simultaneous updating of multiple company profiles, thereby making data management more efficient and less time-consuming.

**![hs-mp.png](/uploads/hs_mp_ec8adc51bd.png)**

This feature not only saves time but also ensures consistency in data updates, reducing the chances of discrepancies and errors that can occur with manual data entry. Consequently, businesses can maintain a clean and accurate database, which is vital for successful CRM strategies.

**![pd-mp.png](/uploads/pd_mp_39a7969ddb.png)**

[**Install CVR LookUp app on Pipedrive Marketplace**](https://www.pipedrive.com/en/marketplace/app/danish-cvr-lookup/dc6bb0556e32eb0e)

### Financial Insight: A Gateway to Deeper Understanding

In the realm of business, knowledge is power. The CVR Lookup app takes this a notch higher by providing comprehensive financial data including net turnover, gross profit, and more. This enriched data offers deeper insights into the financial health and performance of prospective clients, empowering sales and marketing teams to target them more effectively.

By having access to detailed financial data, businesses can tailor their strategies to align with the financial profiles of their target audience, thereby enhancing the chances of successful engagements and conversions.

[**![image-subscribe.png](/uploads/image_subscribe_9e5e1f1330.png)**](https://www.cloudify.biz/subscription)

### Data Mapping Customisation: Tailoring Your Data Integration Experience

Every business has its unique needs and preferences when it comes to data management. Recognising this, Cloudify's CVR Lookup app offers a customisable mapping window that allows businesses to determine how data syncs from the CVR app to their CRM system.

**![hs-mapping.png](/uploads/hs_mapping_7065dd9e0a.png)**

**Read more:** [**Your must-have Guide to Danish CVR LookUp app in HubSpot Marketplace**](https://www.cloudify.biz/blogs/post/danish-cvr-look-up-app-in-hub-spot-marketplace)

This feature enables a tailored data integration experience, allowing businesses to align the data integration process with their specific operational needs and objectives. By offering the flexibility to customise data mapping, the app ensures that businesses can maximise the utility of the data available to them, fostering more targeted and effective business strategies.

**![pd-mapping.png](/uploads/pd_mapping_7b1b8c6d8e.png)**

Read more: [Your must-have Guide to Danish CVR LookUp app in Pipedrive Marketplace](https://www.cloudify.biz/blogs/post/your-must-have-guide-to-danish-cvr-lookup-app-in-pipedrive-marketplace)

**Conclusion**

In conclusion, the CVR Lookup integration app by [Cloudify](https://www.cloudify.biz/native-automations) stands as a vital tool in the pursuit of data accuracy. Its features such as instant access to accurate data, bulk data updates, financial insights, and data mapping customisation work synergistically to enhance the quality and reliability of business data. By integrating this app into your CRM system, you can pave the way for more informed, accurate, and successful business strategies, giving your business the edge it needs in the competitive market landscape.

[**![CTA-accurate-data.png](/uploads/CTA_accurate_data_b5be9bd22a.png)**](https://www.cloudify.biz/free-consultation)

Importance of CVR Integration for Data Accuracy

The Importance of CVR and VAT Lookup Integration for CRM Data Management

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In today's data-centric business environment, efficient and accurate data management is paramount. One area where this efficiency is crucial is within [Customer Relationship Management (CRM) systems](https://www.cloudify.biz/crm-implementation). Integrating CVR and VAT lookup capabilities can revolutionise how businesses manage their data, driving both efficiency and accuracy. In this context, Cloudify’s CVR and Company VAT lookup apps for CRM platforms like HubSpot and Pipedrive have emerged as game-changers.

## **Install the apps by clicking on the link below and explore now:**

*   [Danish CVR Lookup App on HubSpot Marketplace](https://app.hubspot.com/ecosystem/23395533/marketplace/apps/marketing/data-management/danish-cvr-lookup-extension-by-cloudify-622090)
*   [Danish CVR Lookup App on Pipedrive Marketplace](https://www.pipedrive.com/en/marketplace/app/danish-cvr-lookup/dc6bb0556e32eb0e#:~:text=To%20install%20the%20Danish%20CVR,clicking%20on%20Allow%20and%20Install.)
*   [Company VAT Lookup on HubSpot Marketplace](https://ecosystem.hubspot.com/marketplace/apps/marketing/data-management/company-vat-lookup-1553046)
*   [Company VAT Lookup on Pipedrive Marketplace](https://www.pipedrive.com/en/marketplace/app/company-vat-lookup/50fe4af9661a4807)

### Benefits of CVR Lookup App Integration with HubSpot and Pipedrive CRM

**Instant Access to Accurate Data:** Cloudify's [CVR Lookup on HubSpot Marketplace](https://www.cloudify.biz/native-automations/hubspot/danish-cvr-lookup) or [Pipedrive Marketplace](https://www.cloudify.biz/native-automations/pipedrive/danish-cvr-lookup) app allows businesses to swiftly search for companies using their name or CVR number, reducing the need for manual data input and ensuring the CRM system has the most up-to-date and accurate data.

**Bulk Data Updates:** The bulk update feature enables the simultaneous updating of multiple company profiles, making data management more efficient and less time-consuming.

![hs-cvr-2-bulk-update.png](/uploads/hs_cvr_2_bulk_update_9fcf69d9cd.png)

**Financial Insight:** By integrating CVR Lookup, CRM users gain access to comprehensive financial data, including net turnover, gross profit, and more. This enriched data offers deeper insights, empowering sales and marketing teams to target prospective clients more effectively.

**Data Mapping Customisation:** Every business has its unique needs. Cloudify's CVR Lookup app provides a customisable mapping window, allowing businesses to determine how data syncs from the CVR app to their CRM, enabling a tailored data integration experience.

![hs-cvr-2-financial-data.png](/uploads/hs_cvr_2_financial_data_dc1948bc8d.png)

### Benefits of Company VAT Lookup App Integration with HubSpot and Pipedrive CRM

**Global Database Access:** Cloudify’s [VAT Lookup app on Hubspot](https://www.cloudify.biz/native-automations/hubspot/company-vat-lookup) and [Pipedrive Marketplace](https://www.cloudify.biz/native-automations/pipedrive/company-vat-lookup)s integrates data from a multitude of official sources across countries. Whether it's from Denmark, UK, Sweden, Australia, Norway, Switzerland, and Finland, businesses can be confident in the accuracy and validity of the data they’re accessing.

**Unified and Compliant VAT Data:** Operating across borders often means navigating complex VAT requirements. With VAT Lookup, businesses can effortlessly pull up customer details based on VAT numbers, ensuring data accuracy and regulatory compliance.

**Streamlined Data Integration:** The automatic pull feature eliminates manual data entry, making it faster and more efficient to update company details. This seamless integration not only saves time but also ensures CRM data accuracy.

**Customised Data Integration:** Just like with the CVR Lookup app, the VAT Lookup offers customised data mapping. This ensures that businesses can sync VAT information precisely according to their specific operational needs.

![screenshot- pd-vat-lookup.png](/uploads/screenshot_pd_vat_lookup_ad7d406dab.png)

**Read some of our latest blogs on effectively managing your CRM:**

*   [How To Setup HubSpot CRM for Small Business](https://www.cloudify.biz/blogs/post/setup-hubspot-crm-for-small-business-crm-implementation)
*   [Making the Right Use of Your CRM](https://www.cloudify.biz/blogs/post/making-the-right-use-of-your-crm)

### **Conclusion**

For businesses striving to achieve the highest levels of efficiency and accuracy in their CRM data management, integration with Cloudify's CVR and VAT Lookup apps is indispensable. 

[![CTA-cvr -vat.png](/uploads/CTA_cvr_vat_9954ff203e.png)](https://www.cloudify.biz/native-automations)

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In today's digital age, effective customer relationship management is vital for the success of any business. With numerous CRM platforms available in the market, it can be challenging to determine which one best suits your business needs. HubSpot, a leading CRM platform, offers various editions tailored to different business sizes and requirements. In this blog post, we will explore the different HubSpot editions and provide guidance on selecting the right edition for your business.

[**![CTA-talk-to-our-customer-team.png](/uploads/CTA_talk_to_our_customer_team_2f68497ae7.png)**](https://www.cloudify.biz/free-consultation)

## Understanding HubSpot

HubSpot is a [comprehensive CRM platform](https://www.cloudify.biz/blogs/post/7-things-for-successful-crm-implementation) that helps businesses manage their sales, marketing, and customer service processes. It offers a range of tools and features designed to streamline customer interactions and improve overall business performance. To choose the right [HubSpot edition](https://www.cloudify.biz/hubspot), you must first understand the key features and capabilities of each edition.

#### HubSpot Free Edition

The HubSpot Free Edition serves as an excellent starting point for small businesses and startups. It offers fundamental CRM functionalities, including contact management, email marketing, and basic reporting. Although limited in features, the Free Edition provides a solid foundation for businesses looking to establish their CRM system without incurring any costs.

#### HubSpot Starter Edition

The HubSpot Starter Edition is designed for growing businesses that require more advanced features to enhance their marketing and sales efforts. It offers additional features such as marketing automation, lead nurturing, and basic sales automation. The Starter Edition empowers businesses to create targeted marketing campaigns, capture leads, and track sales activities more efficiently.

#### HubSpot Professional Edition

As businesses expand and their requirements become more complex, the HubSpot Professional Edition becomes a suitable choice. This edition includes advanced features like predictive lead scoring, custom reporting, and advanced automation workflows. It enables businesses to optimise their marketing and sales processes, personalise customer experiences, and gain deeper insights into their performance.

#### HubSpot Enterprise Edition

For larger organisations with intricate sales and marketing operations, the [HubSpot](https://www.cloudify.biz/hubspot) Enterprise Edition provides a comprehensive set of tools and capabilities. This edition includes features like revenue attribution reporting, advanced permissions, and a dedicated customer success manager. It allows businesses to scale their operations, manage complex sales funnels, and gain actionable insights to drive revenue growth.

### Factors to Consider

When choosing the right HubSpot edition for your business, several factors need to be considered:

a. Business Size and Growth Potential: Assess the current size of your business and its growth potential. Select an edition that can accommodate your existing needs and scale as your business expands.  
b. Budgetary Constraints: Evaluate your budgetary constraints and determine the maximum investment you can allocate to a CRM platform. Consider the features and functionalities offered by each edition to ensure you get the best value for your investment.  
c. Specific Business Requirements: Identify your unique business requirements and match them with the features provided by each edition. Consider the importance of automation, analytics, integration capabilities, and other specific needs.  
d. Team Collaboration: Evaluate how effectively each edition facilitates collaboration within your team. Features like user permissions, team dashboards, and custom reporting play a crucial role in improving productivity and coordination.  
e. Support and Training: Assess the level of support and training offered by HubSpot for each edition. Consider the availability of resources such as documentation, training videos, and customer support to ensure a smooth adoption and usage experience.

**Read through our** [**use cases here**](https://www.cloudify.biz/case-studies)**!**

Conclusion: Choosing the [right HubSpot edition](https://www.crazyegg.com/blog/hubspot-crm-review/) for your business is a crucial decision that can significantly impact your CRM capabilities and overall business performance. Carefully evaluate the features, pricing, and suitability of each edition based on your business size, requirements, and growth potential. Remember, you can always start with a lower-tier edition and upgrade as your needs evolve. With the right HubSpot edition in place, you can effectively manage customer relationships, optimise marketing campaigns, and drive business growth. Ultimately, the goal is to enhance customer experiences and drive revenue growth.

Remember that migrating from one HubSpot edition to another can be a seamless process. So, if your business requirements change over time, you can always upgrade or downgrade your edition accordingly. HubSpot offers flexibility to ensure that your CRM system aligns with your evolving needs.

In addition to considering the factors mentioned earlier, it's essential to involve key stakeholders from different departments in the decision-making process. Collaborating with your marketing, sales, and customer service teams will provide valuable insights into their specific requirements and ensure that the chosen HubSpot edition caters to everyone's needs.

To further assist you in making an informed decision, take advantage of HubSpot's free trial periods for different editions. This allows you to explore the platform firsthand and assess how well it aligns with your business objectives. Make use of the trial period to test various features, workflows, and integrations to ensure a smooth fit for your organization.

It's worth noting that [HubSpot CRM](https://www.cloudify.biz/hubspot) offers various add-ons and integrations that can enhance the functionality of your CRM system. Depending on your business needs, you may consider [integrating HubSpot](https://www.cloudify.biz/marketplace/products/hubspot-integrations) with other tools such as email marketing platforms, customer support software, or e-commerce platforms. Evaluate these options to extend the capabilities of your CRM and create a more integrated and efficient ecosystem.

Lastly, don't underestimate the importance of ongoing training and support. HubSpot provides extensive resources, including documentation, training videos, and a knowledgeable support team, to help you make the most of your chosen edition. Regularly invest in training sessions for your team members to ensure they are proficient in utilising the CRM system to its fullest potential.

In conclusion, choosing the right HubSpot edition for your business requires careful consideration of your specific requirements, budgetary constraints, and growth potential. Whether you are a small startup or a large enterprise, HubSpot offers editions tailored to different business sizes and needs. Cloudify, being the HubSpot implementation specialist, can help you through this by thoroughly assessing your needs, involving key stakeholders, and taking advantage of trial periods so that you can select the edition that will empower your organisation to streamline processes, optimise marketing efforts, and foster stronger customer relationships.

Investing in the right HubSpot edition is a strategic decision that can propel your business forward, allowing you to stay ahead in a competitive marketplace and achieve long-term success. So, take the time to evaluate your options, weigh the pros and cons, and choose the HubSpot edition that aligns best with your unique business goals and objectives. With the right CRM platform in place, you'll be equipped to drive growth, enhance customer experiences, and unlock the full potential of your business.

[**![CTA-ready-to-implement-HS.png](/uploads/CTA_ready_to_implement_HS_dcf9629608.png)**](https://www.cloudify.biz/free-consultation)

Choosing the Right HubSpot Edition for Business

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In today's fast-paced business world, managing customer relationships efficiently is essential for success. That's where [Customer Relationship Management (CRM) systems](https://www.cloudify.biz/blogs/post/introduction-to-crm) come into play, and one popular CRM solution that has gained significant recognition is Pipedrive. In this comprehensive guide, we will delve into the world of Pipedrive and provide you with the ultimate understanding of its features, benefits, and how it can empower your sales process.

![What is Pipedrive: The Ultimate Guide to Pipedrive CRM](/uploads/top_10_reasons_pipedrive_best_crm_a7b352fa4e.png)

Pipedrive users have reported 28% average increase in close rate after using Pipedrive for one year. It has received 4.5 star rating for ‘ease of use’ by [Capterra](https://www.capterra.com/p/132666/Pipedrive/reviews/) and was the number 1 CRM in Software Reviews’ Data Quadrant 2018 and 2019.

There are a lot of CRM tools available in the market these days. [We have free CRM by HubSpot](https://www.cloudify.biz/marketplace/products/hubspot-integrations), the Zoho CRM, Salesforce and so on. [What is it about Pipedrive](https://www.cloudify.biz/marketplace/products/pipedrive-integrations) that differentiates it from its competitors?

![Statistics](/uploads/pipedrive_stats_1_19c3eb8662.png)

Well, as Pipedrive likes to call itself - it’s a CRM created by the salespeople for the salespeople.

Let’s dig deeper into this and try to understand what are the interesting features of Pipedrive that make it the CRM of choice for a lot of leading and budding businesses.

## What is Pipedrive?

Pipedrive is essentially a customer relationship management tool. It is a system that allows businesses to manage relationships with their customers. Amongst a majority of CRM systems available in the market these days, Pipedrive is a well-known name. It helps users visualize their sales processes and get more done in a short period of time. This is the USP of Pipedrive - that it is a CRM created by the salespeople for the salespeople.

In other words, Pipedrive is a CRM that promotes and helps with activity-based selling. Activity-based selling is a proven approach that’s all about scheduling, completing and tracking activities rather than attempting everything together and missing out on something important. Apart from that, another feature that helps Pipedrive stand apart is visual pipelines. 

Managing leads and deals using Pipedrive is as easy as putting Sticky Notes on a whiteboard to see where each of your deals stands, except that it is done with a lot of smart features as compared to Sticky Notes. Pipedrive’s goal is to make sales success not only possible but inevitable for teams everywhere. 

Now that we know what Pipedrive is let’s dig deeper into the features of Pipedrive and [understand how to use Pipedrive.](https://www.cloudify.biz/blogs/post/top-10-reasons-why-pipedrive-is-the-best-crm)

### How to Use Pipedrive and its features

Wondering what Pipedrive can help you achieve and how to use Pipedrive?

Let’s have a quick look at various features of Pipedrive and see what all can Pipedrive help you achieve.

#### Manage Leads and Deals

Managing leads and deals is extremely easy with Pipedrive. The board look with different lists makes it easy to manage and use.

![Manage Leads and Deals](/uploads/manage_leads_deals_b36547ac42.png)

You can easily drag a given deal from one stage to another to update the status. It resembles Trello somewhat in its broad view, and if you have prior experience with Trello, you’d find it easy to work with.

#### Track Communications

You can use Pipedrive to track calls, emails and contact history exactly as you need to and all of this while having complete visibility and control of your schedule.

![Track Communications](/uploads/track_communication_644dc2dc53.png)

Pipedrive stores your contacts in an extremely organized way and holds them as “people” and “organizations”. Once you have added a contact, you have the option to link it to deals as you go. And yes, not to forget that you can very easily import your existing contacts from spreadsheets and even your previous CRM. Further, you can synchronize your Google or Microsoft contacts and save a lot of extra work.

#### Automating Tasks With Pipedrive

Pipedrive helps you utilise your time properly by eliminating all the busywork. And, how does it do it?

Pipedrive lets you automate all the repetitive administrative tasks. Thus, you don’t have to worry about what computers can do and actually focus on what you need to pay the utmost attention to. Pipedrive comes with an AI-powered sales mentor that helps boost and improve your performance with personalised tips. Thus, now you don’t have to sit and worry about what to do next and rather do things right away because you have a sales assistant helping you. And you also receive automated, behaviour-based hints related to boosting your results so you’re regularly upgrading your sales skills without any time-consuming training.

#### Insights and Reports

With Pipedrive, you don’t have to use any boring spreadsheets anymore. Get rid of spreadsheets and play with all the data that you have in customisable reports and interactive dashboards.

![Insights and Reports](/uploads/insights_reports_f816cf7fc9.png)

Thus, using Pipedrive, it’s easy to filter, group and oversee results which makes it extremely easy to figure out what’s working for your business and what’s not. Plus, you also can draw exclusive insights on what the duration of the sales cycle is and how to make your sales processes more rewarding and efficient.

#### Privacy and Security

Pipedrive is extremely careful about your privacy and security. With Pipedrive, you don’t have to worry about how your business related data is being used or if it’s in safe hands or not.

![Privacy and Security](/uploads/pipedrive_security_be2662503e.png)

Pipedrive provides you with a security dashboard using which you can easily control the security of your business data from one place. You can directly monitor how, where, when and by whom your business data is being accessed. Furthermore, you can even tackle any suspected user and account for activities as they happen.

#### Mobile Apps and Integrations

Finally, Pipedrive can very easily be integrated with other apps and systems. The ease of integration is one of the most promising features of Pipedrive that makes it easy to use.

![Mobile Apps and Integrations ](/uploads/pipedrive_mobile_apps_integration_10d4c2b153.png)

You can access the Pipedrive CRM from your mobile device and integrate it with other SaaS products that your business uses.

Related use cases: [Vendemus](https://www.cloudify.biz/case-studies/vendemus) | [TED IVS](https://www.cloudify.biz/case-studies/ted-ivs) 

### Pipedrive Implementation

You've recognised the power of Pipedrive CRM and are ready to take your sales management to the next level. [Implementing Pipedrive](https://www.cloudify.biz/pipedrive) effectively can significantly impact your business growth, and enlisting the expertise of a seasoned partner ensures a seamless and successful integration process.

As an elite Pipedrive partner, Cloudify excels in implementing and integrating Pipedrive for businesses of all sizes. Our certified experts possess a deep understanding of Pipedrive's capabilities and can tailor its functionalities to align perfectly with your specific needs. From gaining a comprehensive overview of your business operations to migrating your valuable data, we ensure a smooth transition into Pipedrive, allowing you to focus on what matters most—closing deals and driving revenue.

The implementation journey begins with a thorough analysis of your sales processes and goals. Our experts work closely with you to understand your unique requirements and configure Pipedrive accordingly. We provide guidance on lead and deal management, customising pipelines, setting up automation workflows, and optimising your sales pipeline to maximise efficiency and drive results.

Transferring your existing data into Pipedrive can be a complex task, particularly if you're dealing with vast volumes of information. Our dedicated team at Cloudify takes care of the entire data migration process, ensuring that your valuable customer and sales data is seamlessly imported into Pipedrive. We prioritize data accuracy and integrity, allowing you to pick up where you left off without any disruptions.

But our support doesn't end there. Cloudify's Pipedrive specialists offer comprehensive training and onboarding sessions to ensure you and your team are equipped with the knowledge and skills to fully leverage Pipedrive's capabilities. We empower you to navigate the CRM confidently, utilise advanced features, and extract valuable insights from your sales data, enabling you to make informed decisions and drive revenue growth.  
[**Book a free consultation with us**](https://www.cloudify.biz/marketplace/free-consultation)

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The Ultimate Guide to Pipedrive CRM

## Are you a business owner or an entrepreneur looking forward to getting the right CRM for your business?

[Finding the right CRM software](https://www.cloudify.biz/blogs/post/introduction-to-crm) or customer relationship management tool, can be difficult, especially given the fact that there are way too many options available these days.

The choice becomes even more difficult if you don’t have any proper experience with CRMs. What do you do in such cases?

![Top CRMs Introduction](/uploads/Top_CR_Ms_Introduction_1024x512_74ef51a257.png)

Discover with us the best CRM system (customer relationship management) software for managing your leads and marketing automation. Choosing the right CRM is very vital for your business in order to build customer relations and maximise sales. 

To help you with the same, here we have curated a list of the best CRMs in 2023.

This list should give you the advice you need to make an informed decision and have a quick sneak peek into some of the highest-rated CRMs by users and choose the best for your business.

Let’s get started.

**The Sales CRM – Pipedrive**

[Pipedrive is the best overall CRM](https://www.cloudify.biz/blogs/post/pipedrive-top-10-reasons-why-pipedrive-is-the-best-crm) that manages your leads and sales. So, you can simply call it sales-focused. 

![Top CRMs Pipedrive](/uploads/Top_CR_Ms_Pipedrive_1024x349_9c66527ba7.png)

#### Key features:

*   Managing leads: You can track leads and sales from the forms or live chat bots. 
*   Visible sales pipeline: Create custom stages by team members.
*   Communication tracking: You can track all the contact activities like calls, emails, chats, and more. 
*   Mobile apps: You can Pipedrive from your mobile device and integrate your smartphone.

#### **What you will like about Pipedrive:**

*   You can add deals, win probabilities and close dates. 
*   Create custom reports that can track revenue estimates.
*   Unlimited custom fields can be collected.
*   You can generate lead source data reports for performance tips.

#### Dislikes:

*   You need more filter options for further deep diving.
*   Product updates
*   No native dark mode

![Top CRms Pipedrive 2](/uploads/Top_CR_Ms_Pipedrive_2_1024x512_baf2e0a917.png)

### **Best enterprise CRM software –** Salesforce

Salesforce is a cloud based CRM software that deals with all branches of business like marketing, analytics, service, sales, etc. 

![top-10-crms-in-2023 ](/uploads/salesforce_b4f6b81dd8.png)

#### What you will like about Salesforce:

*   Customisable API
*   Multi-language support
*   Multi-currency support
*   Enterprise territory sales management
*   24/7 customer support
*   Personalised automation
*   Wide range of email templates
*   In-built Einstein lead scoring
*   Lead management with Salesforce tools
*   Compatible with Windows, Linux, Mac and Android.
*   Large number of third-party integrations 
*   Mass email options

#### Dislikes:

*   If you want on-premise deployment, this is not for you
*   Live chat support

### **CRM with Marketing tools –** HubSpot

[Hubspot CRM](https://www.cloudify.biz/blogs/post/hubspot-vs-salesforce) is great for those who want their sales and marketing tasks to next level. It gives you the ability to track, capture, and grow new leads in database. 

![Top CRMs Hubspot CRM](/uploads/hubspot_eec36f4ecb.png)

#### Key features:

*   Lead nurturing: Send personalised emails to clients and build analytics reports.
*   Contact management: You can organise and sync your contacts at one place by syncing emails to the CRM system. 
*   Multiple app integrations: [HubSpot lets you connect with other SaaS apps](https://www.cloudify.biz/marketplace/products/hubspot-integrations) as well as with your existing tech stack. 
*   Live chat: You can help your customers faster with online tickets with instant chat capabilities. 
*   Sales pipeline data: You can view the entire sales pipelines with sales activity insights and individual performance.

#### What you will like about Hubspot:

*   Free plan that can be upgraded anytime
*   Ad management tools for tracking ROIs
*   Team email and conversation email
*   Free email marketing
*   Integration with sales and marketing suites
*   Great form builder to capture lead information

#### Dislikes:

There are a whole lot of features offered by HubSpot so it can be difficult to choose from. 

### **Best basic CRM -** Freshsales

Freshsales is an appropriate CRM solution for small to midsize businesses, offering a reliable entry-level option. Despite not having as many features as some other CRMs, it has recently improved by incorporating integrations with other business software. For instance, Freshsales now integrates with calendars, email marketing software and DocuSign tools.

![Top CRMs Freshsales](/uploads/freshsales_1_caba9c76c0.png)

#### Key features:

*   Freshsales helps improve customer engagement and drives leads to closures with AI.
*   The most interesting feature of Freshsales is the AI assistant Freddy that it brings along. Freddy helps you smartly analyze the sales pipeline and lets you focus more on deals that will actually drive revenue.

#### What you will like about Freshsales CRM:

*   Customisation options 
*   AI assistance
*   Multiple third party integrations

#### Dislikes:

*   Free plans do not offer any reports

### **Best customisation CRM -** Sugar CRM

Next on the list is Sugar CRM that helps empower your marketing, sales and services teams and fits into the realities of your business very nicely.

![Top CRMs Sugar CRM](/uploads/sugar_20d908e001.png)

#### Key features:

*   The Sugar CRM allows various teams to collaborate across the entire customer lifecycle and help deliver more meaningful, memorable experiences at every stage of the customer journey.
*   Use the Sugar CRM along with Sugar Market, Sugar Serve and Sugar Sell to take the business to the next level.
*   Sugar has different products for small businesses and enterprise clients so as to cater to both of them better.
*   Sugar Professional helps create customer relationships that last a lifetime with all that you require to stay organised in a single, powerful platform.

#### What you will like about Sugar CRM:

*   Easily integrable with your favourite SaaS applications
*   AI powered data analysis

#### Dislikes:

*   Expensive
*   Complex to learn

### **A startup CRM –** Zoho CRM

Zoho CRM provides a comprehensive solution for managing your sales pipeline and driving business growth. It caters to businesses of various sizes and enables customisation of processes, creation of sales workflows, and utilisation of robust reporting capabilities.

![Top CRMs Zoho CRM](/uploads/zoho_crm_ac42e80179.png)

#### Key features:

*   Zoho offers customised solutions based on industry type.
*   The CRM allows you to hold presentations and meetings from within your CRM. This is one of the features that people usually love.
*   You may organise webinars, convert attendees to leads, and get webinar reports, all without moving out of your CRM.

#### What you will like about Zoho CRM:

*   It has a streamlined user interface
*   No contracts are involved
*   It also offers a free plan

#### Dislikes:

*   Support available in Enterprise and Premium plans that are paid
*   Third party integrations not available in free plan

### **A sales engagement CRM –** Agile CRM

Agile CRM claims to allow you to sell and market like Fortune 500 companies.

Quite an impressive claim, right?

Well, the CRM allows sales enablement, marketing automation and customer service and is trusted by 15,000+ customers from around the world.

![Top CRMs Agile CRM](/uploads/agile_624442cd03.png)

#### Key features:

*   This all-in-one CRM is affordable and calls itself the next generation CRM.
*   Your sales team can use the CRM to easily manage leads, deals, appointments and a lot more.
*   The marketing team can use it for email marketing, tracking, creating landing pages, and even social media marketing.
*   You can easily integrate it with Twitter, Facebook, all the Google Applications, Twilio, RingCentral, and LinkedIn.

#### What you will like about Agile CRM:

*   Free upto 10 users
*   Free trials available

#### Dislikes:

*   You cannot view complete numbers of the contacts
*   The email template building tool is not that flexible

### Best integration - Zendesk CRM

Zendesk initially focused on developing help desk software but over time expanded its offerings to include customer relationship management (CRM) tools. Its integration with Zendesk for Service is particularly strong, and its feature set caters more towards help desks compared to other CRMs we assessed. However, it still provides a wide range of features that make it suitable as a general-purpose CRM for any type of organisation.

#### Key features:

*   By using Zendesk Support, you can streamline your client interactions and create a more productive workflow, as it gathers all of these interactions in a single place.
*   Getting started with Zendesk products is a breeze, and you'll find that many of the essential features you require will work straight out of the box.

#### What you will like about Zendesk CRM:

*   Help desk of Zendesk offers excellent integrations
*   Easy onboarding

#### Dislikes:

*   Not that affordable
*   Email template is very basic

### **For small businesses - Apptivo CRM**

Apptivo CRM is a platform that is cost-effective and can be personalised to suit your requirements. It aims to provide a comprehensive solution to meet all of your business software needs.

#### Key features:

Besides the necessary features of CRM, it offers additional functionalities for activities like bookkeeping, generating invoices, and managing projects. The user interface is straightforward, and it provides compatibility with Android and iOS mobile devices.

#### What you will like about Apptivo CRM:

*   Customisation is available
*   24 h support

#### Dislikes:

*   Extended APIs not there
*   Performance can be sluggish

### **For growth stage businesses - Insightly CRM**

The CRM software from Insightly provides excellent value for its price. Our evaluation found that it is one of the most user-friendly systems available, although it may not offer as many features as some other options. The process of importing data into Insightly is seamless.

#### Key features:

*   The reporting engine incorporated in Insightly is powered by AI technology and allows for easy exporting of data to Microsoft Power BI with just one button.
*   The user interface is simple to use, even though it may not be very attractive from a visual standpoint.

#### What you will like about Insightly CRM:

*   Smooth data input
*   Customisation option is available
*   Easy integration with other marketing apps as well as the Insightly helpdesk

#### Dislikes:

*   Expensive
*   Lacks advanced features

Thus, this was a list of top eleven CRMs in 2023 that you must check out.

However, here it is also important to know that a CRM is as useful as you make it to be. You may have the best CRM in the world, but if your sales team is not making the best use of it, then it won’t fetch you results.

It’s extremely crucial that you make sure that your team is educated on how to make the best use of your CRM. We suggest that you reach out to a professional CRM consultant for the same. Not only can they set up the CRM for you, but also train and teach your team as to how to use a particular CRM.

We hope this list comes in handy to select the best CRM for your business. However, if you still have any doubts, you can always book a free consultation session with a CRM expert. A CRM expert will analyse your business and processes and suggest as to which CRM will best fit in the realities of your business.

[Book a free consultation now](https://www.cloudify.biz/book-consultation)

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Top 10 CRMs in 2023 for Your Business

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## What is Pipedrive?

Well, Pipedrive, in the most basic sense, is a CRM. It is a tool for customer relationship management. Pipedrive, like any other CRM, allows you to manage your contacts and your relationships with them. These contacts can be your email subscribers, advocates, employees, sales leads or customers. Thus, CRM is a tool that allows you to manage your customer relationships better and Pipedrive essentially is a CRM.

So, is that all? If that’s all that a CRM does, then why don’t you go get a simple contact management software, why the heck do you need Pipedrive or any other fancy CRM for that matter? That’s because a CRM has a lot more to offer than plain contact management. 

There are certain reasons why it is called customer relationship management tool and not a contact management system. CRMs like Pipedrive allow you to keep track of your business better. CRMs are a necessity for sales teams around the world. It’s not just about storing and organizing contacts and the information related to them, but also organising and tracking all the relevant information you need to boost your business. This may be anything right from the initial prospecting, nurturing leads, closing deals and retaining customers to building long-lasting, mutually beneficial customer relationships, increasing sales, creating more personalised customer service and, overall, making processes more efficient. Thus, you see that a CRM has a lot of features built-in and actually helps your business in a lot of ways, not just storing and organising contact information.

Pipedrive is a CRM built by the salespeople for the salespeople. It’s one of the best CRMs available in the market these days, thanks to its activity-based selling approach. Selecting the right CRM for your business is nothing short of a challenge. It can be overwhelming and confusing because of the number of CRMs available today. Depending on what your business requirements are, you must choose the CRM that fits in nicely with the realities of your business. 

Pipedrive acts as your central repository of business information. You keep track of leads, deals, contacts and performance of your sales team, for starters. That said, you also get fantastic chances to automate a lot of tasks. You can easily integrate Pipedrive with any other SaaS application that you want and get things done on autopilot. Further, Pipedrive CRM comes with a sales assistant to help you sell smartly. Get tips on what to automate and what not. You see which deals and leads need priority attention.

And, because you track communications using Pipedrive, you know who to follow up with. No more leads going cold and no more awkward follow-ups. Thus, Pipedrive is not just a tool to manage leads but it is a tool that acts as the central controlling point where you keep track of everything business.

### How Much Does Pipedrive Cost?

The “Essential” Pipedrive plan which also happens to be the most basic one costs US$12.50, billed annually - per month per user.

The other pricing options offered by Pipedrive are -

1.  The Essential plan - US$ 9.90 per month per user, billed annually
2.  The Advanced Plan - US$ 19.90 per month per user, billed annually
3.  The Professional Plan - US$ 39.90 per month per user, billed annually
4.  The Power Plan - US$ 49.90 per month per user, billed annually
5.  The Enterprise Plan - US$ 59.90 per month per user, billed annually

Depending on what your team size is and what your business requirements are, you can choose a Pipedrive plan. Once you are done picking the Pipedrive plan that you need, you can get in touch with an official Pipedrive partner to get the CRM implemented. It may be difficult for you to move data into Pipedrive on your own, especially if the volume is huge. 

[An official Pipedrive partner](https://www.cloudify.biz/marketplace/products/pipedrive-integrations) will help you with safe data migration, setting up contacts, leads and deals. Plus, they will also help you with setting up all the necessary SaaS integrations. 

*   Want Pipedrive integrated with your email marketing tool? A Pipedrive expert consultant can help you with that.
*   Struggling with how to educate your team on making the most out of Pipedrive implementation? A Pipedrive consultant can help you.
*   An official Pipedrive partner like [Cloudify](https://www.cloudify.biz/) will begin with understanding your sales process and lead ownership. It’s beyond crucial to understand how the CRM will actually support or boost your business. This helps in creating deal stages, custom fields, lead ownership rights, and a lot more.
*   Followed by this, they’d help move the data into the CRM. No matter if you have been using Google Sheets or any other CRM, they would help securely transfer the data and organise it, making it ready for use.
*   Next, they’d help you make the most out of the Pipedrive CRM by helping you set up some absolutely necessary integrations.
*   This can include automation to route the leads the right way, building custom lead views, and reporting dashboards.
*   Finally, they would also provide you with the much needed follow up support and maintenance to be able to use the CRM the right way.

![What is Pipedrive?](/uploads/top_reasons_to_use_pipedrive_scaled_2d8d1c7cfd.jpg)

### Top Reasons to Use Pipedrive CRM

There are a lot of CRMs available in the market. What are the reasons that you should choose Pipedrive out of all? The primary reason to pick Pipedrive is that it is a CRM by salespeople for the salespeople. Pipedrive makes life easy for sales teams. With Pipedrive, sales professionals do not have to think what next? They have their day planned in advance, and all they have to do is complete those activities. That is exactly how Pipedrive helps boost sales outcomes. The CRM can be used to manage leads and deals, track communications and a lot more. Plus, it comes with a smart sales assistant that lets you know what to do and how to do. No more leads going cold, no more missed follow-ups. Pipedrive helps you be on the top of everything sales.

In addition to that, Pipedrive is super cautious about who’s having access to your business data. You get real-time updates and notifications on who’s viewing what and who is accessing what. Plus, you get location updates about where your data or Pipedrive account is being logged into from.

### How to Use Pipedrive?

Using Pipedrive is extremely easy, thanks to its visual board-like structure.

Updating the status of leads and deals is not at all difficult. All you have to do is drag and drop them in the right list.

Pipedrive provides a lot of useful resources and information on how to use Pipedrive.

Thus, if you are confused as to how to use Pipedrive, the best way to learn is visit the Resources section on the Pipedrive website and explore.

![What is Pipedrive?](/uploads/pipedrive_experts_9b14b4582d.jpg)

## How to Find a Pipedrive Expert?

Getting started with Pipedrive is not that difficult. It’s just that you should have the right resources.

And these resources can be anything. Tutorial videos, how-to guides or even a human being telling you how to use it.

Pipedrive partners with agencies around the world that help businesses use Pipedrive the right way.

Although Pipedrive’s customer support team is always there to walk you through as and when you face an issue, you can always find an expert in the Pipedrive community of partners.

These partners are certified experts ready to help you get the most out of Pipedrive.

![What is Pipedrive?](/uploads/top_marketing_automations_integrations_b080e5e637.jpg)

## Is Pipedrive the Right CRM for Your Business?

Whether Pipedrive is the right CRM for your business or not depends on a lot of factors.

In fact, any CRM for that matter, if you talk about whether it is the right CRM for your business or not - it depends on a variety of factors.

Which are these factors?

Primarily, it depends on why you are investing in the CRM, what operational business challenges do you need to solve, what processes do you lack that you should implement, how many people from your team would use the CRM, and what budget do you have.

Thus, if you are considering Pipedrive as a potential option, you must see if it checks all the requirements you expect from the CRM.

*   Does it allow you to manage your contacts, leads, deals and other data the way you’d want to?
*   Does it allow you to manage your pipeline and forecast the sales you’d want to?
*   Does it have the options to create informative reports the way you’d want to?
*   Does it support all the desired integrations?

There are a lot of review websites such as G2 Crowd, SoftwareWorld, Capterra, PCMag, SaaSGenius and so on. These review websites let you make informed choices by giving a quick sneak peek into what it's like using a given SaaS product.

Thus, that was a quick overview of what is Pipedrive, top reasons to use Pipedrive, how to use Pipedrive, how to find a Pipedrive expert and if Pipedrive is the right pick for your business or not.

Have you been using Pipedrive? (If not, you can try it for free by clicking here) How has your experience been with Pipedrive? If you want to know more [book a free consultation](https://www.cloudify.biz/book-consultation) with our team.

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What is Pipedrive?

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A functional Sales CRM (\[Customer Relationship Management\](Choosing the right CRM for your e-commerce to Work Smarter, Not Harder)) tool should just be specific only about sales but should be able to serve to many parts of the business cycle, facilitating each department in the company to improve their efficiency.

When many teams are working together and using different tools, there is a scope that a lot of stuff can fall through the cracks while failing to translate important information from one system to the other.

Let's dig deeper into what we are talking about!

[When it comes to CRM](https://www.cloudify.biz/blogs/post/introduction-to-crm), it's a collective term for each type of structures and systems your company uses for guiding relationships and interactions with customers. It does not only involve the guidelines on direct communications but the systems as well for tracking and organising important information including proposals, meetings, sales and conversions etc. CRM pulls together and gives an overview of how well or poorly the relationships with customers are going, who's handling what and how it is affecting the business. A CRM system pulls together lots of data, showing your business how well (or poorly) the relationships with customers are being handled and how that's affecting your business.

The main purpose [why people use CRM](https://www.cloudify.biz/blogs/post/what-is-marketing-automation) is to automate certain aspects of sales and speed, accuracy and efficiency. This is the basic idea that people have when they [implement CRM](https://www.cloudify.biz/blogs/post/implementing-a-crm-system).

But in this article - we are just clearing up the tried and tested and adding on some more unusual ways to use a sales CRM, from strategic marketing, sales management to competitor tracking.

We will also throw some light on how to use a CRM for increasing profits effectively, let's roll with some surprising information that we have gathered to skyrocket your business.

## CRM Can Also be Used for Sales Management

Sales managers are the people and leaders who generally reap benefits from [adopting CRM](https://www.businessnewsdaily.com/15963-benefits-of-crm.html).

As they get better visibility of the team's activities and being able to do general tasks like Forecasting and reporting quickly and easily are the most obvious benefits. Now what was done by managers is now shared amongst all the team members. Let's look at these three jobs and how to use CRM to enhance efficiency:

![Using Your Sales CRM for More Than Sales](/uploads/pipedrive_sales_prospecting_761e817f11.jpg)

#### Sales Prospecting

Quality leads are what a sales team needs and getting them is only possible if you have a good prospecting strategy. It involves numbers and predictions, and the need for a CRM automatically comes to the picture.

For prospecting at a scale, you will need to automate some critical areas of the process.

Whether you're using emails, phone calls or any other way - capturing prospect's data and organizing easily and effectively, meanwhile handling it over to your sales and marketing teams is of utmost importance.

[Pipedrive has plenty of prospecting features](https://www.cloudify.biz/marketplace/products/pipedrive-integrations) like converting email addresses to contacts automatically, and then the marketing efforts could collaborate with integrations with a third party tool.

![Using Your Sales CRM for More Than Sales](/uploads/pipedrive_sales_forcasting_9369e5270d.jpg)

#### Sales Forecasting

Become a better salesperson and close more deals with Forecasting. It is an excellent feature for both Sales managers and salespeople.

Pipedrive's forecasting feature is none less than a personal sales manager, the best thing about it is that - it won't fire you for not making targets.

It will help you in picking up the right deals and the activities to focus on - so that it won't get messy at the end of the month.

Pipedrive's Forecasting Feature

*   Allows highly effective Forecasting
*   Is useful for salespeople and managers alike
*   Is customisable to suit your needs

Sales forecasting is a critical element of any sales strategy, and this is where Pipedrive systems come on its own.

You can see ongoing deals arranged as per their closing date against the deals you have chosen to be compared with, and this will help you in figuring out what should be done before it gets too late, work on deals that are likely to close soon and find new deals for working on.

Keep everyone in your business on the same page with Pipedrive’s Insights Beta feature, which enables you to share the insight dashboards with clients, managers and colleagues even if they do not have a Pipedrive account. You can also showcase the numbers on your office screen or during presentations for encouraging competition and helping everyone track the progress towards goals.

Insights enable you to create custom, interactive reports and dashboards meanwhile providing you with deep insights about the data you need for completing the picture of your sales success. No more static screenshots of reports, share live insights in meetings and presentations. Assess every team’s dashboard in company meetings. If you’re a reseller, inform clients how their products are performing with your customers.

![Using Your Sales CRM for More Than Sales](/uploads/invoice_automation_a4f5b92e55.jpg)

### Invoice Automation

Many people are in the wrong impression that CRM is only for tracking initial sales, but in reality, you can use it for building stronger relationships and upsell as well.

The job does not get done once you close a deal, churn is also the enemy of growth. You should use your CRM for managing the entire customer journey for helping you in increasing revenue.

And the major part that comes when you close a deal is sending in an invoice if done manually - it could hinder the productivity of your sales team. Whereas when it comes to [CRM - you can actually automate the whole invoicing process](https://www.cloudify.biz/blogs/post/integrating-accounting-software-and-crm).

Simplify the invoicing process with Pipedrive and accounting software like Xero, [e-conomic](https://www.cloudify.biz/marketplace/products/economic-integrations) or QuickBooks integrations. No matter wherever your leads come from whether Pipedrive, web forms, excel or e-commerce, cloudify's invoice automation works with multiple systems and can automate invoice creation process from within Pipedrive. No more copying and pasting data from one system to the other system, save time and improve efficiency.

### Bonus - Use Your CRM to Automate Almost Anything

We understand you need a simple, easy and visual CRM for managing your sales Pipeline, but it does not have to end there.

According to us any process, which requires a structured series of stages, actions or repetitive steps - can be easily automated and managed with a Pipeline CRM.

When you combine it with an activity-based approach to management, you can easily speed up almost any process in your business. A successful activity-based plan is built based on knowledge and the steps that you should take every day.

[BOOK A FREE CONSULTATION](https://www.cloudify.biz/book-consultation) with our CRM experts to know more.

Using Your Sales CRM for More Than Sales

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In this blog post, we will provide a comprehensive explanation of Customer Relationship Management (CRM) and its significance to your business. We will begin by examining the fundamental aspects of CRM and then delve into why your business requires it. Finally, we will explore the process of selecting the [most appropriate CRM](https://www.businessnewsdaily.com/15963-benefits-of-crm.html) for your business.

## What is a CRM?

[A CRM](https://www.cloudify.biz/blogs/post/introduction-to-crm), in the most basic sense, helps you to manage your customer relationships. CRM stands for Customer Relationship Management. And, as the name suggests, a CRM helps you manage your relationships with your customers. It’s all about how you talk to them, keep track of them, follow-up on deals, send support messages and everything else.

Everything you do for developing customer relationships, retaining clients and acquiring new customers falls under customer relationship management and a CRM helps you do that. A CRM is a software that makes sure that all of your customer centric activities are carried out smoothly. The purpose of a CRM essentially is to minimise the friction and make sure that the processes are carried out smoothly. For instance, with a CRM you are reminded about pending follow-ups and leads that are going cold.

Related use cases: [Vendemus](https://www.cloudify.biz/case-studies/vendemus) | [Helion B2B](https://www.cloudify.biz/case-studies/helion)

![What is a CRM and Why Do You Need One?](/uploads/crm_lead_notification_2x_3_e1efa361aa.jpg)

You see that all the features of a CRM are built keeping in mind that they help achieve better customer relationships and thus increase sales, profitability and revenue. A feature-rich CRM makes it easier to find new customers, nurture relationships with them, win their trust, provide excellent, high-quality customer support and other necessary services throughout the relationship with a given customer.

A lot of people have this confusion that a CRM is to manage your relationships with existing customers only. However, contrary to the popular opinion, a CRM helps you manage your relationships with your potential customers also.

Whenever there is a new lead in the CRM, you see what stage they are in, when you need to follow-up, when you need to call them and so on. All of these activities are a part of nurturing your relationship with the potential customers.

Thus, you see that a CRM is not only for managing your relationships with customers that you have already won, but also for potential customers.

Yet another school of thought sees [CRM as a part of sales](https://www.cloudify.biz/blogs/post/using-your-sales-crm-for-more-than-sales) and marketing efforts only. However, we believe that a CRM is much more than that. It is a way of business! You may be in for a ride if you used to believe that a CRM is just for sales. A CRM is a system that helps increase the overall productivity of the business. It’s crucial that the CRM is embedded right in your business – be it HR or customer services or supply-chain management - a CRM has something for everyone and it must be treated like that.

### Why Does Your Business Need a CRM?

Now that we have a [fair overview of what a CRM is](https://www.cloudify.biz/blogs/post/making-the-right-use-of-your-crm) let’s see why a CRM is absolutely essential for businesses. A CRM lets you store all the important customer information in one place - that is probably the most widely known benefit of CRMs. It lets you store contacts and other necessary information in one place, for everyone to access. But, it not only records contacts and their information, it also records service issues, helps identify sales opportunities, helps manage marketing campaigns and a lot more.

A CRM is part of a strategy - your business strategy. Every business needs a strategy. Strategy is crucial for business. And strategy decides how your business fares in the long run. You may have set targets related to sales, you may have clearly defined your business objectives and profitability. But how do you know where you stand? How do you have an overview of what’s going on or if you are even on the right path or not?

To put it otherwise, it may be difficult to get up-to-date, reliable information related to your progress towards your goals. Businesses are complex, there are various teams, departments and sub-departments. How do you make sure that everyone is on the same page? Or, how do you translate the various streams of business data coming in from sales teams, marketing teams, customer service teams, social media management teams or any other team for that matter into trackable business information? This is where a CRM steps in. A CRM is the central repository of information. It is the central hub of information for you to be on top of your business.

A CRM system gives you a holistic overview of your customers. Using a CRM, you see everything in one place. You have a dashboard that is more or less your entire business. You know which leads are going cold, which new leads came in just now, which leads need immediate attention, what your sales team is doing, who’s attending to which lead and a lot more. Further, you may use CRMs to understand how your customers are behaving and what they’d like. And, finally, your marketing team can use the CRM to have a better understanding of the pipeline of sales or prospective work coming in. This will help them forecast and understand the trends better and direct the marketing activities in the right direction.

And yes, as we talked about it earlier as well, CRMs are not just for marketing and sales teams but customer support teams as well. CRMs considerably reduce the issues customer support teams face, For instance, they might receive a support request on social media and then may have to switch to email or phone to address it or help the customer understand. But, with an intelligent CRM in place, the customer support team can manage the enquiry across channels without losing track.

### What Would You Do Without a CRM?

A lot of business owners, especially those who have never used a CRM before, think that CRM is just a fancy tool that you may or may not use. But, contrary to this, a CRM is a business necessity.

A CRM takes a lot off your plate. You don’t have to perform a lot of administrative tasks. There is a flood of data - but you don’t have to organise it or figure out what to do with it. Because it is automatically being stored in your CRM. How? For instance, you integrate your CRM with your Facebook leads form - thus what happened next? As soon as someone signs up for your lead magnet, a lead gets created in the CRM. No administrative tasks, no manually updating leads and no worries about missing out on anything.

![What is a CRM and Why Do You Need One?](/uploads/facebook_lead_crm_full_7a3cc5c0ac.jpg)

With CRM, no leads go cold, no conversations get lost in a sea of emails and no contacts are lost. You are updated on everything - every moment. Be it Salesforce, Zoho CRM, [Pipedrive](https://www.cloudify.biz/marketplace/products/pipedrive-integrations) or [HubSpot](https://www.cloudify.biz/marketplace/products/hubspot-integrations), CRMs have a lot to offer. You not only categorise and manage leads better but also reduce operational costs and manage your human resources better.

It’s a no brainer that your business needs a CRM but what you might not know is that a CRM is even better with integrations. Integrate your CRM with all of your favourite SaaS products and draw additional advantages.

CRMs help improve customer service, increase sales, retain customers, understand analytics better, increase the efficiency of teams, provide better insights and knowledge on customer trends, and increase transparency on processes. CRM over the course of time has evolved from a tool into a system. It’s more basic to a business’s identity now. It’s how your sales teams achieve their goals and it’s how you keep track of everything. With CRMs such as Pipedrive, your business data is absolutely secure. You get real time notifications on who’s logging into your CRM and where are they from.

Depending on your team size, requirements and budget, you can select a CRM. Some of the leading names are Pipedrive, HubSpot, Salesforce, Zoho CRM and Freshsales.

![What is a CRM and Why Do You Need One?](/uploads/top_crms_3385fdfaa9.png)

If you have no idea about what CRM is the best pick for you, you should consider [getting in touch with a CRM consultant.](https://www.cloudify.biz/marketplace/free-consultation) They will conduct a digital analysis of your business and help you understand what CRM will fit in the realities of your business the best. They will even help you implement the CRM and make the most out of it by educating you and your team on how to use it. For beginners, it is recommended that you contact a CRM consultant and take their help while signing up for a CRM.

How did you find this blog post? Leave your comments in the comments section below so that we can come up with interesting insights for you to consume.

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What is a CRM and Why Do You Need One?

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As a business, customers should be at the centre of everything. [Customer Relationship Management](https://www.cloudify.biz/blogs/post/what-is-a-crm) has evolved throughout the years for providing new and better opportunities for managing contacts and delivering better customer experience.

## How Businesses Are Not Leveraging The Benefits of CRM

#### Lack of Vision

One of the terrible mistakes companies make with their CRM project is not set up specific targets & goals. A CRM software is bound to be adaptable and flexible so that it can be used in industries with broad niche and cases. Without a clear vision of the needs that the CRM will be used to accomplish, it could be easy to lose focus during the planning and CRM implementation process. The more specific your plans are, the more likely it is to be a success.

![Making the Right Use of Your CRM](/uploads/crm_not_leveraging_86f4544a4d.png)

### Thinking CRM is Just a Technology Solution

It's effortless for organizations to get carried away with the technology behind their CRM projects, but it's essential to realize that these software's sole purpose should always be enhancing customer relationships.

Technology alone can not improve the relationships with your customers, so the right workflows that are operated with well-trained staff can probably generate powerful results.

#### Unfocused Planning

Implementing CRM is obviously not an easy job. It involves multiple processes, refining generic workflows into specific ones, user testing, data migration, employee training and much more.

Also, your plan should be crystal clear so that there is no confusion and you know in which direction you're headed. Ensure that all elements of an implementation are taken into consideration.

![Making the Right Use of Your CRM](/uploads/cloudify_crm_approach_c03070a0a4.jpg)

### Cloudify’s Approach to CRM Implementation

#### Analyse

A deep analysis of your business and its processes. How are your existing sales processes, does it fit your needs. Where the data and leads come from and which systems need to interact with the CRM, based on this – we suggest how the sales process ideally should be and [how the CRM should be configured](https://www.cloudify.biz/blogs/post/introduction-to-crm) accordingly.

#### Data Wash & Migration

Gathering data from different sources, cleaning duplicate and unnecessary data and enriching data as per our customer’s needs.

#### Configuration

We start with the system specific configurations on the basis of analysis and the chosen CRM system. The configuration is done in such a way that it's ready to roll out for both individual and company level.

#### Implementation

After configuration, we implement effective solutions in the systems that are easy to use and not complex, define user roles and responsibilities for management and staff.

#### Change Management

Our job does not end at \[implementation of solution\]("Pillar- SaaS Implementation: Challenges, pitfalls and best practices ") but we also make sure that you and your staff are trained for the wave of change, we don’t leave unless your systems are up and running.

### Implementing CRM Without a Sales Strategy

[Sales strategy](https://www.cloudify.biz/blogs/post/implementing-a-sales-strategy) is actually a tactical blueprint for how the business can increase revenue, sales and profits.

Your sales strategy decides who you will be selling to, what you exactly need to communicate to your customers that entices them to make a purchase and what you're expecting.

Developing a sales strategy will help you understand who are your ideal customers and how you can increase the sales with your target audience.

Pipedrive can be implemented without a Sales Strategy, Goals or Forecasting but in that case you will not be using CRM to its full potential rather just half of it, which will lead to unsuccessful CRM implementation in the long run.

It is because without a Sales Strategy, goals etc you’re putting your business at risk by not providing your team with the right guidance they need for proceeding further.

### Not Setting Measurable Objectives

How you're supposed to know if the well-designed CRM that you have implemented is failing? How would you detect it? Without the right metrics to measure success, there's no way to tell what's working and what's not working.

Your CRM project needs precise, clear and measurable objectives, which can be analyzed, tracked, analyzed and deeply evaluated. This will allow you to update and make timely changes in the CRM when it is needed.

### Not Thinking From the Customer's Perspective

The fundamental role of a CRM is to assemble customer's information efficiently in a centralized location and make it accessible to everyone when it is needed.

There are multiple ways for organizing the system and usually the data is organized in a way that makes it easier for the company rather than the customer.

For example, in cases like customer support - the company-centric approach won't serve you any good. If your CRM is failing, it is required for you to take a step back and observe how your customers interact with your CRM.

### Considering CRM Implementation as a One Time Thing

A CRM system should flow with your business and its objectives. A great CRM is obviously not the result of a single, perfectly executed implementation rather ongoing changes, refinements, revisions and expansions that lead to success.

CRM would never be perfect because business is dynamic, it's always changing. If your CRM is failing, the chances are that it needs an update.

At the same time, the [right CRM implementation](https://www.cloudify.biz/blogs/post/implementing-a-crm-system) partner will not abandon the project right after its up and running. Rather they will check in regularly with you if things are going fine and any update is required.

Relared use cases: [Glycospot](https://www.cloudify.biz/case-studies/glycospot) | [CHSContainer](https://www.cloudify.biz/case-studies/chs-container) | [HelionB2B](https://www.cloudify.biz/case-studies/helion)

### Choosing the Wrong Software or Vendor

Choosing the right partner is very important for your success, but so is selecting the right CRM software that deems fit your business needs.

It can be very tempting to choose the cheapest or the most expensive software with maximum features, but either you will land up with a CRM system which has very few features, does not integrate with apps or a CRM whose features are just too much for your business.

It's better to seek consultation from experts who can guide you on which CRM to choose for your business. An experienced CRM consultant will always build a customized solution for you.

Looking for a FREE CRM Consultation? [Book A Meeting with Our CRM Experts](https://www.cloudify.biz/book-consultation)

### How Can CRM Help Accelerate Your Business?

Customer relationships are the key to your organization's growth, so you need to manage them as effectively and efficiently as you can. Here's how CRM systems can help you in improving your business performance and growing your company bigger.

#### Finding the Right Customers

Without a CRM system, 79% of all the marketing leads would never get converted into sales.

Meanwhile, you've spent resources and time in attracting and generating new leads but after that? Now what? Are those leads getting passed to your sales team and if so, do your representatives know about the opportunities that are the hottest?

Time is very important when you're small but growing faster day by day. Did you know? You can make the most of your marketing tools, whether email or social with marketing automation and connecting them to a CRM system.

Both marketing and sales will have a complete overview of the prospects and leads so that they can target engaging communications and turn prospects into customers.

#### Building More Sustainable Relationships

According to research by Salesforce, forty-six percent of sales leaders say that a deeper customer relationship is the key objective for sustaining success.

You can develop an understanding of a customer - starting right from their history with your organization, and you will surely build a very lasting relationship, which is founded on mutual success and trust. The right CRM can help a company:

**Explore their challenges:** It will help you in finding out what matters the most to your customers, their challenges, preferences and goals, at the end of each exchange make sure to follow up. Record them in your CRM, so next time you can pick up from where you left.

**Engage:** After you have understood the customer's challenges and goals - you can recommend them relevant products and promotions or other content, which is relevant to their business interests at the right time.

With CRM, you will also know - what they have shown interest in previously or what they have purchased and how they have been using the. You will be able to provide relevant information and content based on their needs.

#### Reduce Sales Costs

*   The probability of selling to any new prospect is between 5 to 20 percent and the probability to sell to an existing customer is between 60 to 70%.
*   According to multiple marketing metrics - new customers are the key ingredient of growth but getting them is not easy.
*   But you can surely gain some more revenue by pitching your new products or services to your existing customers.
*   Gain visibility to cross-sell and upsell or renewal opportunities, and you will see the chances of increasing repeatable sales with the trust that you have already earned.

#### Offer Better Customer Service Experience

Customers would pay more to a company where they get better customer experience.

This states the fact that you could have the best product in the world, but it should be as good as the service. Don't flood your customers with multiple marketing promotions that will scare them away. Drop generic marketing emails when you have acquired a prospect and converted him into a customer.

A CRM will centralise the data and interactions, while giving access to your team to a customer's complete history so that every team can provide personalized solutions with the right resources.

### How is Pipedrive the Master Of All Sales CRMs?

Did you know that Pipedrive is the first sales CRM which is focused on Sales and activity based sales. It is designed by salespeople for salespeople.

Pipedrive is the current leader of the CRM category and the winner of Expert's Choice Award for 2019.

Their team did all extensive tests on the CRM's which are available in the market and found Pipedrive to be the best performing CRM and sales pipeline management system. Some amazing features of Pipedrive that makes it stand out from the crowd:

#### Easy Sales Pipeline Management

Pipedrive comes with an interface, which helps in visualizing the sales process while making it significantly easy to manage and use. As with the tools, there's always a need to learn, but with pipedrive, it would definitely be easy.

#### Integrations to Boost Productivity

Pipedrive can be integrated with tonnes of applications including Zapier, Mailchimp and Trello. Marketing is one of the essential parts of generating leads, and you can automate your processes and tasks, including emails, social media, lead generation and more so that your team can focus on better tasks.

#### Lead Management Feature

With pipedrive, you get the ability to add web forms on websites, whether they are yours or someone else's. It will surely help you in generating more leads.

#### Activity-Based Selling Definition

It is one of its kind selling strategies, that shifts the focus away from just closing a deal to something bigger and better. It put the focus on the complete process or all the actions that lead to completing a sale.

#### Open API

Every business needs customization as per its requirements; Pipedrive gives you the ability to do that. Your developers can access its open API and make the required customisations.

Well, choosing the right CRM could be a hectic task but not with an experienced CRM consultation.

If you need any assistance you can book a meeting with us, we are official partners of Pipedrive and have helped many organisations with their CRM's. We highly recommend Pipedrive to everyone because it is a tool, which is designed by salespeople for salespeople, keeping every need in mind.

Making the Right Use of Your CRM

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If you haven't been living underground for the past few years, you have probably heard of artificial intelligence (AI). But how can we utilise AI in CRM and eCommerce systems and enhance their capabilities?

In this piece, we will outline innovative and practical ways that retail businesses are taking advantage of AI in the realm of online shopping. 

AI has taken the world by storm, and its impact is being felt across all industries, including [customer relationship management (CRM)](https://www.cloudify.biz/blogs/post/introduction-to-crm) and eCommerce. With the increasing competition in the market, businesses are continuously looking for ways to enhance their customer experience and drive sales. AI has become an essential tool in this quest. 

AI is gradually becoming a part of our everyday existence, from the increasing number of self-service cash machines to the sophisticated security checks utilised in airports; it seems that artificial intelligence is always present.  
Industry experts predict that AI will soon gain momentum, with industry giants such as Google and Microsoft already investing heavily in new AI ventures.

In this article, we will explore the role of AI in enhancing CRM and eCommerce.

## Marketing statistics at a glance

The eCommerce AI market is expected to reach [$45.72 billion](https://www.globenewswire.com/en/news-release/2022/12/23/2579161/0/en/Artificial-Intelligence-AI-in-Retail-Market-Size-to-Hit-Around-USD-45-74-BN-by-2032.html#:~:text=According%20to%20Precedence%20Research%2C%20the,18.45%25%20from%202023%20to%202032.) by 2032. The market is projected to grow at a CAGR of 18.45% from 2023-2032.

The retail market is expected to reach USD [49.09 billion](https://www.globenewswire.com/en/news-release/2022/11/10/2552720/0/en/Artificial-Intelligence-AI-In-Retail-Market-is-Projected-to-Reach-US-49-09-Billion-in-2028.html). The market is expected to grow at a CAGR of 38.05% during 2022-28.

Around 35% of companies are already using AI in their businesses. 42% of companies explored AI in 2022.

**![image.png](/uploads/image_467885d873.png)**

### Here’s the positive changes that happened because of use of AI in CRM and eCommerce

The implementation of artificial intelligence in e-commerce and CRM systems is empowering companies to predict, perceive, and automate. This technology not only enhances the user experience but also boosts brand reputation while assisting startups, manufacturers, and retailers to set new industry standards. The implications of AI are enormous, transforming how retailers sell their products and services and how consumers purchase them. AI can address real-world challenges that [e-commerce businesses](https://www.cloudify.biz/blogs/post/how-can-you-automate-your-ecommerce-business) encounter and can also integrate enjoyable features into applications, including automated product recommendations, personalized customer support, loyalty discounts, and more.

#### AI in Customer Relationship Management

![AI-crm.png](/uploads/AI_crm_ac980720a5.png)

[Customer relationship management is the backbone of any successful business](https://www.cloudify.biz/blogs/post/making-the-right-use-of-your-crm). It involves managing the interactions and relationships between a business and its customers. With the rise of AI, businesses are now able to automate and streamline their CRM processes. AI-powered chatbots can be used to handle customer queries, complaints, and support. Chatbots can provide personalised recommendations and offer solutions to customers in real-time. This not only saves time but also provides a seamless customer experience.

 AI can also be used to analyse customer data and behaviour. By analysing customer data, businesses can gain insights into customer behaviour, preferences, and purchasing patterns. This information can be used to create personalised marketing campaigns and offers that cater to the individual needs of customers. Personalisation is a key factor in customer satisfaction, and AI can help the eCommerce businesses achieve this.

#### Virtual Assistants and Voice Commerce

![AI-voice-assitance.png](/uploads/AI_voice_assitance_081cfba3d9.png)

Virtual assistants and voice commerce have become integral components of e-commerce, leveraging machine learning and language processing technologies to provide seamless support to customers. Widely popularised by the likes of Apple's Siri, Amazon's Alexa, and Google Assistant, virtual assistants offer 24/7 availability and handle simple customer inquiries with ease. They can assist with product research, inventory management and offer quick and easy access to information for customers.

Voice commerce, which allows users to make purchases and conduct searches using their voice, has seen significant growth in recent years. Its convenience and speed make it a preferred choice among customers who want to save time and avoid typing errors.

#### Personalised Product Recommendations

![AI-retarget-potential-customer.png](/uploads/AI_retarget_potential_customer_88850945d2.png)

AI algorithms can analyse the purchase and browsing history of customers to provide personalized product recommendations, enhancing the overall customer experience. This is the first and most important thing that an AI algorithm can do, as it helps users see things they are interested in.

#### Chatbots

![AI-chatbots.png](/uploads/AI_chatbots_2aed9acbc8.png)

 Chatbots are another AI-powered tool that can offer real-time assistance to customers, addressing their queries and concerns in a personalized manner. They can suggest products and help customers find what they are looking for quickly and efficiently.

#### Inventory Management

 AI also plays a vital role in inventory management, detecting product requirements and optimising inventory to meet demand. This ensures customers can get the products they need on time, while eCommerce businesses can manage their inventory more effectively.

#### Searchandising (Smart Search)

Searchandising is an innovative approach that combines traditional search methods with advanced features such as faceted search, recommended products, autocomplete, and recent searches. Leveraging customer behaviour [data from the CRM system](https://www.cloudify.biz/blogs/post/what-is-a-crm-and-why-do-you-need-one), eCommerce platforms can create personalised and profitable search experiences, improving the overall shopping experience for customers.

#### eCommerce Automation

![AI-ecommerce-automation.png](/uploads/AI_ecommerce_automation_976934634e.png)

 AI-powered automation can save time, energy, and operating capital for eCommerce businesses, allowing them to focus on more challenging tasks. Automation can execute repetitive tasks such as presenting new items on different channels, coordinating sales, implementing discounts for loyal customers, and recognising high-risk transactions.

### Retargeting Potential Customers

Retargeting or remarketing is a strategy that reminds users who have engaged with an eCommerce platform of the existence of the brand and its products. AI can help identify behavioural patterns and use this information to lure users back to the store. One effective retargeting strategy is the use of personalised push notifications that can be based on the behavioural data collected, providing cost-effective and targeted communication.

Incorporating AI into e-commerce platforms has tremendous potential for enhancing the customer experience, improving inventory management, and automating repetitive tasks, ultimately leading to increased profitability and brand loyalty.

**Wrapping up!**

[Cloudify is a leading provider of e-commerce automation](https://www.cloudify.biz/) solutions dedicated to helping companies achieve their digital transformation goals. With a focus on digital analysis, implementation of cloud-based systems, and automation and system integration, Cloudify is a trusted partner that optimises processes, streamlines operations and boosts marketing and sales efforts.

Overall, Cloudify is the ideal partner for companies looking to enhance their e-commerce automation capabilities. By providing end-to-end digital solutions that are tailored to each client's needs, Cloudify helps businesses achieve their digital transformation goals while optimising their processes and boosting their marketing and sales efforts. With Cloudify as a trusted partner, companies can confidently navigate the complex terrain of digital transformation and achieve their goals.

**Related content for you:**

*   [Integrate your HubSpot](https://www.cloudify.biz/marketplace/packages/hubspot-shopify) account with [Shopify](https://www.cloudify.biz/marketplace/products/shopify-integrations) 
*   [HubSpot](https://www.cloudify.biz/marketplace/products/hubspot-integrations) and [WooCommerce](https://www.cloudify.biz/marketplace/products/woocommerce-integrations) store integration
*   Integrating [Pipedrive](https://www.cloudify.biz/marketplace/products/pipedrive-integrations) with [WooCommerce](https://www.cloudify.biz/marketplace/products/woocommerce-integrations) 
*   Integrating [Pipedrive](https://www.cloudify.biz/marketplace/products/pipedrive-integrations) with [Shopify](https://www.cloudify.biz/marketplace/products/shopify-integrations)
*   Integrating [Pipedrive](https://www.cloudify.biz/marketplace/products/pipedrive-integrations) with [Magent](https://www.cloudify.biz/marketplace/products/magento-integrations)o

Try our [Pipedrive and Amazon seller central integration](https://www.cloudify.biz/blogs/post/cloudify-launches-amazon-integration-app-on-pipedrive-marketplace) 

Didn’t find your integrations here! Drop us a message with your requirements: [Contact us](https://www.cloudify.biz/marketplace/contact-us)

**Related use cases:** [veo](https://www.cloudify.biz/case-studies/veo) 

[![cta-the-role-of-AI-CRM.png](/uploads/cta_the_role_of_AI_CRM_e926f52e7f.png)](https://www.cloudify.biz/book-consultation)

The Role of AI in Enhancing CRM and eCommerce

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[Customer Relationship Management (CRM)](https://www.cloudify.biz/crm-implementation) lets you manage your business interaction with current customers as well as potential ones. Talking about the goal – It’s simple: Improve business relationships with new and existing customers and opportunities. You not only connect with your customers but also streamline your business processes, improve productivity, manage teams, manage sales, manage contacts, and improve profitability.

CRM can replace the multitude of spreadsheets that you use to manually enter your customer or company data into, and the multiple apps or systems you use to store data. They store all the data linked to sales, leads and customers – all in one place. 

![image-crm-history.png](/uploads/image_crm_history_7e5a22d770.png)

## **What does a good CRM tool do?**

The industry of CRM, which is one of the fastest-growing in the world, is projected to [experience a growth rate of 14% from 2021 to 2027](https://www.businessnewsdaily.com/15963-benefits-of-crm.html). 

A CRM tool connects your teams and systems to provide actionable insights. Here you can find out some of the benefits of CRM listed below:

A customer relationship management software helps you track lead data so that the sales and marketing team get an overview of the lead stage and monitor these opportunities for better sales.

Get a real-time view of the sales data by linking it to your CRM solutions and get hold of any bottlenecks. 

Based on the CRM data, you can focus on what is important for your business. For example, identifying leads that are ready to be closed or needs a follow-up. 

Optimise workflows with CRM automation and eliminate repetitive and manual tasks. 

You can tap customer behaviour and manage customer data to better understand customer interactions and engagement across various touchpoints. 

The [CRM Talent](https://recruitcrm.io/blogs/talent-crm/) platform, with its robust security features, empowers you to gain an edge by enabling rapid customer responses, launching new campaigns, and much more.

## **Why your business needs a good CRM software?**

If you are finding it really difficult to manage your tasks linked to marketing, sales, finance, or customer relations you know that its time to upgrade to a Customer relationship management system. 

You can look into these warning signs:

**If you lack centralisation**: It becomes difficult for you to take decisions as all data are scattered and none are at one place. It takes a lot of time to collate all this data and make sense of it.

**Communication breakdown**: If your marketing and sales team lack communication, it might hurt the lead stages and affect the productivity of both teams.

**Lack backups**: When a sales team leaves the company and there is no centralised platform in place, customer relations are also lost and it takes an enormous amount of time and money to build the lost relationships. 

**Poor customer satisfaction**: Without a CRM system, it becomes difficult to find the customer patterns or behaviours as all data remains scattered. A good CRM ensures effective contact management that is supportive to your sales pipeline management and lead management.

**Low lead scoring**: Without a CRM app, lead scoring can be near to impossible for your sales and marketing team. 

| **If you are still using a spreadsheet** | **When you start using a CRM** |
| --- | --- |
| Every customer information is static | Cloud-based CRM and static information is present along with action taken, notes, comments, history, etc. |
| Need to update contact manually | CRM helps in automatic contact update |
| Contact can get duplicated | No duplication of error |
| Information stays in the sheet till you have imported it to another app. | Data flows smoothly from CRM to the sales and marketing team. |
| Difficult to score leads | Automated lead scoring |
| Manual task reminder | Automated task reminders |
| Data sorting is manual along with list creation for emailing. | Automatic contact segmentation based on customer behaviour. |
|   | Automated customer support |
|   | Makes the customer journey smooth |
|   | CRM can help meeting the needs of small businesses, along with medium and large size enterprises |
|   | All-in-one CRM platform for project management, lead management, increasing sales opportunities, etc. |

## **How to get started with CRM and choose the right CRM software?**

There are a number of points that needs to be taken into account before [choosing the right CRM software tools.](https://www.cloudify.biz/blogs/post/what-is-a-crm)

#### Types of CRM

**Cloud CRM**: Cloud CRM is maintained by the service provider. You can access the service over the internet where you can deploy it without any app installation.

**On-premise CRM**: It involves the installation of software on the device that needs to be updated, customised, and maintained by your IT team. 

| **Cloud CRM** | **On-premise CRM** |
| --- | --- |
| This needs no additional infrastructure to function. | These needs setting up servers on your business premises. |
| You can access all data from anywhere and from any device. | You can only access the data on your local network. |
| You get free trials in most of the cloud based apps. | Here, no trials available. |
| Customisation is available and it varies based on the customer needs along with quick deployment. | Here, the deployment period remains long. |
| Easy integration with third party apps through APIs. | Third party integration possible but with expert help. |
| Follows robust security measures. | It is the responsibility of the organisation for protection of the data. |

### How a Customer Relationship Management solution works?

The CRM app takes data from the integrated platforms and organises it. 

![page - 2-50 (2).png](/uploads/page_2_50_2_c1832c725f.png)

You get analytics reports and real-time insights that make the reports accessible and actionable. 

The company that has increased its investments in analytics are likely to use this data for its competitive advantage over the competitors.

## **Why cloud-based CRM system is becoming popular for small businesses?**

A CRM is a powerful management tool that can be used by businesses of all sizes to manage customer relationships and increase customer loyalty. It provides a comprehensive view of customers and their interactions with the company, allowing businesses to better understand customer needs and preferences.

With CRM, small business owners can better understand the different CRM functionalities and CRM capabilities that helps them easily track customer data, automate sales processes, create personalized marketing campaigns, and generate valuable insights into their customers. Additionally, it allows them to provide an improved level of service by quickly responding to inquiries or complaints and improving their customer management. CRM can also help them in their daily operations by ensuring that they are providing the best possible experience for their customers.

There are many free CRMs available that can be used by these businesses, like HubSpot CRM. If the business is sales focused, then Pipedrive sales CRM can be a great choice for them.

### **Your company always needs a plan to implement the CRM software for your business:**

*   Build your team
*   Define your business goals and prioritise it
*   Define your processes
*   Map the processes to know where CRM can be used
*   Define the mapping fields as per your needs
*   Train your team
*   Communicate with your users

#### **Future of CRM and CRM platforms:**

Artificial intelligence is expected to take the front row by increasing the efficiency of CRM platforms through incredible customer experience. In addition to this, mobile experience is going to improve. Not ending it here, big data will be a big part of this revolution where platforms will aggregate and organise their data. 

[Know how CRM system integration](https://www.cloudify.biz/case-studies/helion) is changing businesses and their efficiencies.

[![upgrade-ecommerce (1).png](/uploads/upgrade_ecommerce_1_44cee2b308.png)](https://www.cloudify.biz/marketplace/free-consultation)