In customer relationship management, CRM, we often talk about the sales cycle. This cycle is very important, but we often forget that it was initially designed to match the clients buying cycle.
Clients manage their personal profile, price lists, orders, meetings, payment information, and more directly from your website.
By integrating the Client Portal present on your website or a third party site to your CRM system, you keep your operations in sync at all times. Clients conveniently access their order & payment history, activity information and more on their own time without any need for human interaction from employees. Orders made by clients are instantaneously received by the CRM and assigned to the right person. This is only a glimpse into what can be accomplished with integrations with your CRM.