Communication is one of the central pillars for the success of any company, and integrating this communication with customer relationship management systems (CRMs) can bring efficiency and productivity to sales and service teams. GoTo’s cloud-based unified communication platform, marketed by C&M, stands out by offering native integrations with the main CRMs on the market, allowing for a fluid and connected experience.
Why integrate your communication with CRM?
The integration between communication systems and CRMs ensures that interactions with customers are centralized, improving the flow of information, lead tracking and personalized service. With this connection, it is possible to:
Automatically record calls and interactions in the CRM, without the need for manual entries.
Access communication histories directly in the CRM, allowing for more agile and informed service.
Automate tasks such as follow-ups, sending emails and creating support tickets.
Facilitate collaboration between teams, ensuring that all departments have access to the latest information about customers.
Native integrations of the GoTo platform
GoTo offers integrations with a wide range of CRMs, serving companies of different sizes and segments:
CRMs for Small and Medium Businesses
– Zoho CRM – A robust solution for customer relationship management, enabling sales automation and data analysis.
– Capsule CRM – Ideal for small businesses that want to track sales and interactions in a simple and efficient way.
– Pipedrive – Focused on automation and sales funnel management, helping teams close more deals with less effort.
– Piperun – A CRM developed for sales management and business communication.
CRMs for Specific Industries
– Epic CRM – Specially designed for the healthcare industry, helping with the management of patient records and interactions.
– Zendesk Sell – Zendesk CRM aimed at sales teams that want to improve relationships with customers and leads.
CRMs for Large Enterprises
– Freshsales – Part of Freshworks, this CRM is focused on sales and customer management, offering automation and sales insights.
– HubSpot – One of the most popular CRMs, used by marketing, sales, and customer support teams. – Microsoft Dynamics – A robust CRM and ERP platform from Microsoft, ideal for large corporations that require complex integrations.
– Salesforce – Considered one of the most complete CRMs on the market, widely used for sales, marketing and support.
– SugarCRM – CRM focused on sales automation and customer relationship management.
API integration with other solutions
In addition to native integrations, the GoTo platform also allows connection with other solutions via API. This way, it is possible to adapt unified communications to the specific needs of your company. However, it is important to note that integration via API may involve additional costs, depending on the complexity and the system to be connected.
The advantage of GoTo sold by C&M
C&M offers full support for the implementation and configuration of the GoTo platform, ensuring a smooth transition and full use of integrations with CRMs. With this, your company can:
– Reduce operational costs by automating repetitive processes.
– Improve the customer experience with more personalized and agile interactions.
– Increase team productivity by centralizing communication in a single environment connected to the CRM.
The integration of the GoTo unified communications platform with the main CRMs on the market enhances your team’s performance, improves customer management and optimizes internal processes. With C&M, your company can count on specialized support to ensure efficient implementation and maximize the benefits of this technology. Get in touch and find out how to transform your business communication!