Plan system communication and integrations

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The future CRM provider will support you in the precise definition of these processes in combination with the system-side feasibility.

Step 6:
When selecting your new CRM system, you should business owner database consider the interfaces you need and possible integrations. Linking to other applications, such as an ERP system, can incur high additional costs. There should also be an interface for your CMS system so that customer data collected via your website is transferred directly to your new CRM system.

HubSpot, for example, offers a CRM that is closely integrated with a CMS. Find out more:

HubSpot CMS: A content management system that focuses on growth

A variety of integrations offers you even more options for restructuring your processes. For example, sales calls directly from the system, integrated short messaging apps and email integrations allow your communication to flow together in one place and make it clear and understandable.

Step 7: Grant access and editing rights
Depending on the CRM solution, you should determine the number of users, as this will affect the subsequent license costs. Tip: There is also CRM software, such as HubSpot , where additional users do not incur higher license costs.