In today’s fast-paced business environment, having an up-to-date calendar is essential. Your calendar helps you keep track of important events, meetings, and deadlines. However, when working in a customer relationship management (CRM) system, it is essential to have a synchronized calendar to ensure smooth business operations. In this blog post, we will discuss why syncing your calendar events with your CRM is important and how it can benefit your business.
What is A CRM System?
A CRM system is a tool used by businesses to manage their interactions with customers and leads. The purpose of a CRM is to help businesses streamline their sales and marketing processes, increase customer satisfaction, and boost revenue.
CRM systems, such as NetSuite, typically include a variety of features, such as customer data management, lead tracking, sales forecasting, and customer engagement tools. NetSuite is a popular CRM because of its “One System” philosophy, i.e., CRM is just one module of many in NetSuite. Most companies use all of NetSuite’s modules to run their business.
Why Syncing Your Calendar Events with NetSuite CRM is Important
A synchronized calendar allows business users to schedule and track customer interactions ensuring that everyone in the organization has access to the latest information on customer engagements.
Benefits of Syncing your Calendar Events with NetSuite
- Improved collaboration
A synchronized calendar promotes collaboration within the organization. It allows team members to view each other’s schedules and plan meetings and appointments more efficiently. This helps build a sense of teamwork and improves overall productivity. - Enhanced customer engagement
A synchronized calendar helps you stay on top of customer engagements, ensuring you never miss an important meeting or call. This helps build better relationships with customers and improves customer satisfaction. - Streamlined sales and marketing efforts
When everyone in the organization has access to the latest information on customer engagements, it is easier to coordinate sales and marketing efforts. This reduces duplication of effort and ensures that everyone is working towards the same goals. - Accurate data
When your calendar is synced with your CRM, all data is automatically updated in real-time. This eliminates the need for manual data entry and reduces the risk of errors. Accurate data ensures that everyone in the organization has the latest information on customer engagements, making it easier to make informed decisions.
Tips for Syncing your Calendar Events with NetSuite
- Determine if you need to sync events to specific NetSuite records
One benefit of syncing your calendar to your CRM is that you can see specific events as they relate to your records in your CRM (NetSuite). When evaluating an integration be sure to look for one that offers more than a “blind” sync, i.e., just a sync of Outlook or Google to NetSuite.
While there might be some benefit for giving others visibility to your events only in NetSuite the real benefits occur when others can see those events as they relate to specific records. For example, if your company sells software, you might have 3-4 demo calls with a prospect. You would want to be able to associate those demos from your Outlook or Google Calendar directly with the prospect record in NetSuite for visibility. - Determine if you need a bi-directional calendar sync to NetSuite
Most users will use their Outlook or Google calendar for managing their day-to-day events because it’s easy. Any changes that are made will typically happen there simply due to ease of use. Some, however, prefer to make changes in NetSuite and see those changes reflected in their Outlook or Google calendar. If you find that you prefer working in NetSuite but also need to see events in your Outlook or Google calendar, then you’ll want to be sure to look for an integration with a bi-directional sync.
Syncing your calendar with NetSuite lets you manage your schedule in the system of your choice and ensures that everyone in your organization has access to the latest information directly on the records they relate to. By ensuring that everyone is on the same page your business will run smoother and your customers (and employees) will be happier.