Customer Relationship Management (CRM) involves managing a business’ interaction with its customers, often using technology to organise, automate and synchronise sales, marketing, customer service and technical support.
Since 2004, we’ve connected and integrated all kinds of systems, and whilst every scenario is unique, often the underlying requirements are similar. We’ve worked closely with big-name CRMs such as Microsoft Dynamics, SalesLogix, SalesForce, Zoho to name a few.
When integrating with these systems, typically our goals are to allow our client’s users to access more of their data, thus reducing required interaction. This can come in the form of a user being able to update their contact details, renew their membership, make an order on the website and have it instantly be recorded in our client’s accounting system.