by Lukas Bena
Keeping your customer data up-to-date in all the systems you use for business is crucial. If you are like me and use different tools for email, calendar and tasks, you will end up having a lot of important data all over the place. To improve business performance you need to be able to have a quick and easy access to a unified view of all of your customer data.
Obviously, it's already very helpful that the applications are online so it doesn't matter from which device I log in. However, synchronizing your data with CRM means that you will be able to centralize all customer information within your CRM system and have it all up-to-date and accessible in one place. This also means that you can better leverage your interactions with customers and prospects allowing you to find relevant information at once so you can make confident business decisions.
Synchronization ensures that you have the same content in both of the participating applications, however, it's important that you understand the process so that you don't accidentally end up deleting any of your data. For example, you should know whether the sync happens unidirectionally or bidirectionally, or whether your private notes will stay private in the CRM system after synching.
To make the most use of data synchronization, you should list the data you want to synchronize and decide how often it should be done. Depending on your role at work, your responsibilities might require scheduling several appointments throughout the day while making client visits. To track all the activities successfully, you might want to synchronize your appointments and tasks several times a day in order to let you and your team monitor your up-to-the-minute schedule.
Thanks to the many great features CRMs offer, you can set up an automatic sync according to your personal preferences and have the peace of mind that your most important data is consolidated.