Integration with CRM Systems

    Written by CloudBlue PSA on 2014-01-09 Last updated 2020-07-01 - 2 minute read

Does it integrate with [insert CRM system name]?

This is one question we are commonly asked at the beginning of a new engagement.  Often the particular CRM system name being a household one you will all be aware of.  It made me think why the world (or rather sales people) is/are so wedded to independent CRM solutions when the idea is such a fundamentally bad one.

Let’s go back to basics.  A CRM system is there to help you make sales to both new and existing customers and also to retain existing customers.  Well, really the latter is just about trying to upsell them more stuff so it’s back to making sales.

Forget all the other stuff, that’s why you buy one.

The funny thing is, most CRM systems do not allow you to make a sale, only model the engagement process leading to hopefully closing an opportunity.  At the point the customer is close to buying, the CRM system does exactly nothing.  At this critical point, it is even likely to be out-of-date unless you have a sales call to attend because you are busy closing the sale not updating the CRM system.

So, really, what most people use their CRM systems for is to help nag the sales team to keep the opportunity list up to date and generally keep track/trigger follow-ups for dormant opportunities, not for what they thought they were buying it for.

Plus, it gives you the problem of duplicate customer/contact data.  Although the CRM system is likely to know about the customer first, the customer master record is likely to be in your accounting system and the contact data between the two drifts apart all the time.

Then we add in the problem that not all sales come from opportunities you have to work.  Often an existing customer will simply call someone in operations and order something directly, bypassing the sales force and the CRM system completely.  Once they get to hear about it, it’s happened already and so doesn’t get modelled, making reporting meaningless!

So our answer to the question is “No”, we don’t integrate with CRM, we replace it with an area that is a complete part of the sales execution process.  You actually use Harmony to make (all) the sales and the data is automatically aligned because it just happens to be the same data.

So, stop defending your sales teams’ expensive data island and start thinking lead to order in one seamless solution.


About the Author: CloudBlue PSA is the most complete cloud professional services automation (PSA) software on the market. Purpose-built with functionality to simplify every need of MSPs and Professional Services Organisations, CloudBlue PSA introduces a state-of-the-art PSA system built for today’s modern service provider. The platform empowers services organizations to scale recurring channel revenue and diminish operational complexity via its advanced product suite, which includes automated billing and reconciliation, an industry-leading customer support center and network operations center (NOC), real-time profitability analysis, and much more. CloudBlue PSA is available globally. Follow CloudBlue PSA on , LinkedIn or Website

Tags: Business, CRM system, crm systems, HarmonyPSA, integration with CRM, Integrations, General PSA


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