Integrate your CRM for Exceptional Customer Service

Integrate your CRM for Exceptional Customer Service
Irina Valyanova
February 1, 2021
Last updated: February 3, 2021
Managing relationships with customers is a crucial part of running a successful business. Providing excellent customer service is an important piece of building relationships. Even though relationships cannot be entirely managed with software, there are tools that can help, namely the Bitrix24 CRM.

The Benefits of Integration


There are tools that have different benefits for companies in relationship management. For instance, you might keep in contact with a lot of leads through specific social media channels. Another tool could be your website or an app where visitors fill out a web form. Each has its own benefits, but it takes time to manage them separately.

Integrating specific tools like this into one central platform makes managing them easier. It takes less time and effort to check in on your social media accounts and view web forms if they are coming to one location. This allows companies to step up their customer service by providing a prompt response to inquiries from both existing and potential customers.

With Bitrix24, companies can integrate all their tools into one location. It is not just about making a manager’s job easier though. Having the ability to organize and customize information received helps companies analyze data and create a strategic plan that best fits their goals.

Built-in CRM Tools


Bitrix24 integration is also a benefit to companies because the software has many built-in CRM tools that can complement their own tools. Together, they only improve the company’s ability to provide excellent customer service.

Some of the most beneficial tools are:
  • Live chat that can be used as a platform for communication with site visitors
  • CRM web forms to supplement other marketing efforts
  • An option for built-in telephony for better VoIP options

There are other second-hand tools too, like places to keep notes within customer contact profiles. Each time a customer calls in, customer service agents can keep notes and store the nature of the call in their profile. Having a record of conversations helps relationship managers stay up to speed on problems or concerns. They can then follow up with customers to be sure that they are happy.

Customer service teams can route chats and conversations with built-in tools in Bitrix24. There are bots and AI tools that help answer frequently asked questions. For small businesses that do not have the manpower to handle all the inquiries coming their way, this can be especially helpful.

Sales teams also find CRM tools beneficial because they can set calendars, reminders, and keep notes for follow up calls. When they can quickly access information before a meeting, they can walk into a conversation with all pertinent information. Better knowledge helps to improve relationships and increase customer service abilities.

Improving Customer Service


If you are interested in improving your company’s ability to provide exceptional customer service, try Bitrix24. This software platform has proven its options for companies to increase efficiency, organization, and stretch valuable dollars.

Many of the features mentioned are available with the free version of Bitrix24, so you can give it a try without worrying about making a large investment. Our product partners are available to answer any questions so feel free to reach out if you want to learn practical tips for improving customer service.

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