Connecting a system or platform to your CRM has many benefits. Billing is streamlined by integrating an accounting system. Sales opportunities are monitored centrally by using a system like Pipedrive. Platforms like NetSuite allow you to connect multiple enterprise-systems to accelerate your business operations.
While the benefits of connecting new systems to your CRM are clear, trying it yourself isn’t always the best option. There are several parts of the process to consider, such as planning, support, maintenance, time and cost.
Many people choose ‘off-the-shelf’ systems for their integration needs, so we understand you might still want to tackle connecting systems on your own. We have created a reference to help you plan for your upcoming integration.