Welcome to another insightful episode of the Field Sales Leadership Guide Podcast! In this episode, Mary Keough is joined by Justin Lu, Head of Customer Success at Map My Customers, as they delve into the crucial topic of integrating technology within your company. With co-host JT unavailable, Justin steps in to share his expertise on how Map My Customers can seamlessly integrate with various technologies, especially focusing on the challenges faced by field sales teams.

The conversation kicks off by highlighting the shift in the importance of integrations as technology becomes more ubiquitous. Instead of merely checking boxes for features, the focus is now on how technology aligns and works with existing systems in your company. Justin and Mary explore the impact of these integrations on outside sales teams and how they enhance the efficiency of processes.

They dive into four key ways companies can integrate their tech stack effectively:

• Native Integration (Gold Standard): Justin explains the advantages of native integration, emphasizing how it streamlines the process by having the software vendor do the work. Matt My Customers offers native integrations with popular CRMs like Salesforce, Zoho, Dynamics, and HubSpot.
• Open API (Silver Standard): Justin discusses the flexibility of using an Open API, which allows integration with virtually any system that supports API connections. While it provides robust technological solutions, it may require programming knowledge and resources to set up.
• SFTP or CSV Upload (Bronze Standard): This method involves manually uploading data or automating the process through the Secure File Transfer Protocol. Justin shares that it's a stable solution with a daily frequency, providing a middle ground between native integration and simpler methods like CSV uploads.
• Zapier (Convenient Workaround): Justin introduces Zapier, a tool that enables API connections with minimal programming knowledge. While convenient for certain tasks, it may have limitations and could be less suitable for complex integrations with larger systems.

The discussion emphasizes the importance of getting buy-in from the start, ensuring ease of use for sales reps, and the crucial role of managers in enforcing CRM usage. Justin concludes by highlighting the value of a well-integrated tech stack in driving sales efficiency and revenue growth.

Tune in to gain valuable insights into navigating the integration landscape and optimizing technology for your field sales team's success. Don't miss out on practical tips and strategies shared by Justin and Mary in this information-packed episode!

LISTEN IF YOU ARE INTERESTED IN…

• Double data entry is the death knell of CRM adoption  [4:30 ]
• Tech stack integrations don't have to be complicated.  [13:30 ]
• Integrating data silos helps the whole company [24:00 ]

Connect with the guest

• Justin Lu

Connect with the hosts

• Mary Keough
• JT Rimbley 

Connect With Map My Customers

• On Twitter 
• On Facebook 
• On LinkedIn 

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