Why Integrate Your Rental Software With a CRM?
Arielle Cox
Managing customer information in your rental software is a solid start – you’ve got customer records, company details, jobsites, and all the other basics covered in one place. But when your sales and operations teams need deeper insights (or want to get more in-depth with their sales workflows), it can help to use the more robust functionality of a designated CRM. From there, integrating your rental software with your CRM lets you connect the dots between both systems, letting you build fast and efficient processes based on real-time customer insights.
Real-World Examples of What You Can Achieve with a CRM and Rental System Integration
Connecting a CRM to your rental software gives you more flexibility for custom sales and marketing processes. For instance, you could:
- Build a sales pipeline report in your CRM, then pull in rental rates from your rental software for more accurate revenue forecasting
- Create marketing emails in your CRM, then segment by SIC codes or industry details that you have stored in your rental software
- Create quotes in your CRM, then automatically create a reservation in your rental system without manually re-entering the same data in both places
- Edit customer records in your rental software, then have the data automatically pushed to your CRM’s lead, customer, or account records
- Manage truck stock in your rental software, then push this information to a field service module in your CRM
Your possibilities will depend on the specific CRM and rental software combination you use. For instance, on the CRM side, Salesforce offers different functionality than Microsoft Dynamics or HubSpot. Similarly, some rental software makes it very easy to integrate with third-party systems using APIs; others have considerably fewer options for integration. Your best option is to contact your rental software provider to see what options they have for Web Services and third-party integrations; from there you can work on building out custom use cases and bringing your ideas to life.
Built to Integrate, Not Replace
At InTempo, we’re here to help your team work in a more efficient and connected way.
From automating reservations to enhancing reporting, we can help you build a CRM integration that meets your specific goals. Our Professional Services team works with you to design workflows that fit your business – not the other way around.
Ready to connect the dots across platforms? Contact us today or request a demo to see how integrating your rental software with a CRM can make for smarter workflows for your business.
