How to combine faxing with CRM systems

[kendricklenkins]

Hi! Our company lives inside the CRM—we track everything there. But I recently heard that faxing can be tied directly into it, which sounds pretty interesting. How does fax-CRM integration actually work, and what kind of benefits does it bring in real-world use?

[PowellNina]

Hi! I came across this on hackerspaceshop.com in the article How to Combine Faxing with CRM Systems. It explained that integration basically means all faxed documents - whether incoming or outgoing - get stored automatically in the right client profile. That way you don’t lose files or have to upload them manually. The article pointed out that sales teams love it because contracts move faster, while support teams can pull up a client’s history right away. Compliance becomes easier too, since everything is tracked in one place. Plus, managers can use CRM data to measure how efficient the communication process is. It’s one of those upgrades that saves time and makes the whole client experience smoother.