The CRM Guide: 8 Things Experts Consider in Their API Strategy

Customer relationship management (CRM) software, think Salesforce, SugarCRM, and Microsoft Dynamics, helps businesses optimize relationships with customers during each step of the Sales funnel and conversion process. CRM integration ensures that you, your customers, and your partners can collect and access Sales data  - such as accounts, contacts, leads and opportunities and campaigns - across multiple CRM systems and Sales tools, where it's used to convert and retain customers.

During our AMA (Ask Me Anything) Talk Show Series, we interviewed two leading experts in the CRM realm, Kris Chant, Developer Relations at Salesforce and Kyle Burnett, CTO and Co-Founder at Allbound, on all things CRM integration. We learned that building a CRM integration strategy can be a lengthy, challenging process. Luckily the experts provided 8 awesome tips for project managers and technical executives when it comes to designing their API strategy:

About the Author

As the Senior Strategic Marketing Manager at Cloud Elements Jackie is responsible for owning all advertising channels, digital campaigns, full-funnel content, and the website. Outside of all things Cloud Elements, Jackie is a certified yoga instructor at Corepower Yoga in Denver. In her free time she enjoys skiing in the rocky mountains, cooking at home, happy hour-ing, seeing live music, traveling, and hiking with her Shiba Inu, Mika.

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