{"id":59,"date":"2014-03-08T13:27:00","date_gmt":"2014-03-08T23:27:00","guid":{"rendered":"http:\/\/yourpctech.com\/wordpress\/?p=59"},"modified":"2017-04-12T20:21:10","modified_gmt":"2017-04-13T06:21:10","slug":"sync-contacts-to-all-your-apps","status":"publish","type":"post","link":"http:\/\/yourpctech.com\/wordpress\/sync-contacts-to-all-your-apps\/","title":{"rendered":"Sync Contacts To All Your Apps"},"content":{"rendered":"

Enter It Once, Find It Everywhere\"contacts<\/a><\/h2>\n

How do you sync contact\u00a0information between apps?\u00a0In tech terms, it’s called CRM\u00a0Integration. The longest standing\u00a0dilemma in the\u00a0small business world is that\u00a0contact info needs to be connected and shared with third-party eMail, mailing list, sales and\/or accounting programs. These\u00a0programs usually run independently of each other. Clients\u00a0constantly ask the same\u00a0question, “Isn’t there\u00a0something out there that I\u00a0can use so I don’t have to\u00a0enter this information again\u00a0and again??”<\/p>\n

Adding Contact Info Again?!<\/h3>\n

Do you find yourself adding the same name and contact info into several lists? You get a new\u00a0lead. You add them to your contact list or Customer Relationship Management (CRM) system.\u00a0You want them to receive your eNewsletter so\u00a0you add them to your email list app. Then, they\u00a0become a customer so you add them to your\u00a0bookkeeping program. The fastest way you\u00a0know how to do all of this is via Cut & Paste or\u00a0manually entering it in – piece by piece: name,\u00a0address, phone, email, etc. Each of these\u00a0methods takes TIME and you risk making entry\u00a0ERRORS.<\/p>\n

The Issues<\/h3>\n

CRM programs focus on ways to better manage your contacts through relationship building and\u00a0the sales process. They’re great at helping to
\ndocument your appointments, to-do’s and one-on-one contact such as phone calls and your\u00a0email correspondence. eMail marketing\u00a0programs are fantastic for creating good-looking\u00a0email campaigns, managing targeted\u00a0lists and providing statistics: how many\u00a0opened your email, how many times it was\u00a0shared, and which email addresses\u00a0unsubscribed or are no longer valid. Accounting
\nsoftware perfectly manages the order and\u00a0invoicing process, lets you know who owes you\u00a0money, and who bought which product or\u00a0service.<\/p>\n

But, you’re left with the problem of having to\u00a0enter the basic contact info three different\u00a0times. Or, you’re looking for them in one place\u00a0only to find they haven’t been added yet so, you\u00a0hunt down the information to do so!\u00a0Frustrating!<\/p>\n

The Answer<\/h3>\n

Springing up everywhere is a class of software\u00a0apps called CRM Integrations or CRM Sync. You\u00a0choose your CRM app, your eMail Marketing\u00a0app and\/or your accounting app and select the\u00a0information you want to sync between them
\nand it all happens in the background. Each\u00a0program must “allow” the other to share the\u00a0info. It’s done with a special authentication\u00a0code called an “API” (application programming\u00a0interface). There are variables that can be set
\nsuch as how often the transfers take place,\u00a0whether there’s new or changed information\u00a0and others. Setup can be tricky depending upon\u00a0which apps you use for your CRM, eMail and\u00a0accounting, but it seems we’re moving in the\u00a0right direction to solve this age-old problem!<\/p>\n

Reprinted with permission from TechOrganizing.com<\/em><\/p>\n

\"menu<\/a>mobile readers: tap Menu\u00a0at top for more info<\/span><\/em><\/p>\n

 <\/p>\n","protected":false},"excerpt":{"rendered":"

Enter It Once, Find It Everywhere How do you sync contact\u00a0information between apps?\u00a0In tech terms, it’s called CRM\u00a0Integration. The longest standing\u00a0dilemma in the\u00a0small business world is that\u00a0contact info needs to be connected and shared with third-party eMail, mailing list, sales and\/or accounting programs. These\u00a0programs usually run independently of each other. Clients\u00a0constantly ask the same\u00a0question, “Isn’t … Continue reading Sync Contacts To All Your Apps<\/span><\/a><\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":[],"categories":[5,15,7],"tags":[],"_links":{"self":[{"href":"http:\/\/yourpctech.com\/wordpress\/wp-json\/wp\/v2\/posts\/59"}],"collection":[{"href":"http:\/\/yourpctech.com\/wordpress\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"http:\/\/yourpctech.com\/wordpress\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"http:\/\/yourpctech.com\/wordpress\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"http:\/\/yourpctech.com\/wordpress\/wp-json\/wp\/v2\/comments?post=59"}],"version-history":[{"count":8,"href":"http:\/\/yourpctech.com\/wordpress\/wp-json\/wp\/v2\/posts\/59\/revisions"}],"predecessor-version":[{"id":93,"href":"http:\/\/yourpctech.com\/wordpress\/wp-json\/wp\/v2\/posts\/59\/revisions\/93"}],"wp:attachment":[{"href":"http:\/\/yourpctech.com\/wordpress\/wp-json\/wp\/v2\/media?parent=59"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"http:\/\/yourpctech.com\/wordpress\/wp-json\/wp\/v2\/categories?post=59"},{"taxonomy":"post_tag","embeddable":true,"href":"http:\/\/yourpctech.com\/wordpress\/wp-json\/wp\/v2\/tags?post=59"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}