CRM Mobile and Integration Flashcards

What is 'CRM telephony integration' (CTI)?

Answer: Connecting phone systems with CRM to automatically log calls and display caller records

CTI links the phone system with CRM so incoming calls show the caller's CRM record and all calls are automatically logged with duration and notes.

What is 'CRM ERP integration' and what business problem does it solve?

Answer: Connecting CRM (customer relationships) with ERP (operations/finance) to eliminate data silos between front and back office

CRM-ERP integration connects front-office customer data with back-office financial and operational data, giving sales complete customer information including orders, invoices, and inventory.

What is a 'CRM connector' or 'middleware' in software integration?

Answer: Intermediate software that facilitates data exchange between CRM and other applications without custom coding

CRM middleware (integration platforms) like Zapier, MuleSoft, or Workato provide pre-built connectors enabling data flow between CRM and other applications.

What is 'geolocation' functionality in mobile CRM?

Answer: Using GPS to show nearby customers, log visit locations, and optimize route planning for field sales

Geolocation in mobile CRM uses GPS to show nearby customer accounts, optimize sales routes, and automatically log visit locations.

What is 'CRM data synchronization' across multiple systems?

Answer: Keeping CRM data consistent and current across all integrated systems in real-time or near-real-time

CRM data synchronization ensures that updates in one system propagate to all connected systems, maintaining data consistency across the enterprise.

What is 'push notification' functionality in mobile CRM?

Answer: Real-time alerts sent to a user's mobile device about important CRM events

Push notifications alert CRM mobile users in real-time about critical events like new leads assigned, deals updated, or tasks due.