In the Trenches: The Good and Bad Sides of CRM Integration

By Brett Snyder

1 min read

I’ve written about my struggle to find the right customer relationship management software for Cranky Concierge before. Every time I’ve looked at our options, I’ve found features I like and don’t like. I think I’ve finally found a winning solution, but I’m still a little hesitant to commit because of its high level of integration with other systems, in particular Google Apps.

I realize that integration with other systems should be a plus, but that’s only true if we never change the providers of those systems. I’ve previously looked at CRM as a standalone product. Sure, it complements email tools to some extent — if we do a lot of customization and installation work. But I don’t have the resources for that, and I’m not sure I want to deal with the hassle of hiring a consultant.

But recently I switched the company over to Google Apps, and things have changed. Since we’re now using a big, common system, third-party developers are building tools to integrate CRM with several of the Google Apps modules including email and document creation. I ended up finding a CRM system that would work well. We could easily customize its fields to store all of the information we need, and we could import emails relating to each client. And, at $49 a month total for the seven people who need access, this was much more reasonably priced than other systems. Sounds great, right?

So, I started entering information into the CRM system, and then I got a little nervous. All of these great Google Apps integrations are helpful now, but what if I decide I don’t want to use Google anymore? Will I have to look for another new CRM system? I could always keep using the current one without the Google tie-ins, I suppose, but then I would lose the integration that made this system so attractive in the first place.

Ultimately, I think I’m comfortable with the new CRM system, because it allows you to export all of the data and then reimport it into another system if you choose. But all of these integration ties have still caused me to pause before moving forward.

Am I crazy for hesitating?

Help Your Business Thrive

Get our Newsletter

Sign up for our newsletter to receive your free 30-day trial of QuickBooks

Related Articles

Pricing Strategies For Products And Services

Pricing is a balancing act that involves psychology, art and science. You…

Read More

The 5 Most Deadly “Costs” Fast-Growing Companies Face

Five and a half million people just saw Mike Brown’s face ……

Read More

The Military Servicemember’s Guide to Starting a Business

Many of the personality traits that make a person an ideal candidate…

Read More