We have produced a number of integrations to better connect systems to deliver greater efficiency and improved automation of data flow between a number of systems.
- Websites to CRM / ERP systems to automatically capture lead information
- Financial systems to post invoices and purchase orders into Sage 50 and credit limits etc back from Sage into CRM systems
- Other business data systems – we recently delivered an integration tool to aid a company’s telesales agents in transferring booked appointments from GoldMine CRM into a bespoke campaign management system.
- CRM to Postcode management systems to reduce manual address entry into CRM / ERP address fields