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Learn how our platforms can help you spend less time transferring data, managing and assigning sales leads and ensuring all your marketing tools are synchronised with your CRM system.

Removing time-consuming tasks with CRM integration

Do you need to improve the management of customer information and sales opportunities by reducing manual administration tasks with a market proven CRM integration solution? Or are you still using spreadsheets as a customer database or paying over-the-odds for CRM modules that you are not using?

Codeless Platforms’ CRM integration connectors and mobile-ready CRM software can make sure that all relevant data is automatically pushed into your CRM platform and automate numerous processes to help you manage customer and prospect relationships, interactions and communications, which will improve customer retention and increase sales opportunities.

Common CRM integration scenarios and solutions that we have helped businesses with:
  • CRM integration connectors for Salesforce, Microsoft Dynamics CRM, SugarCRM, Agile CRM, Sage CRM, Brightstar CRM etc.
  • Pushing customer data from other systems and data bases into CRM systems e.g. websites, portals, flat file imports etc.
  • Monitoring CRM software for anomalies, duplicate information etc.
  • Email marketing integration with CRM software e.g. dotmailer, MailChimp, CommuniGator, ExpertSender, Communicator, Elastic Email, HubSpot, Marketo etc.
  • Automatically scheduling follow up activity, including cross-sell and upsell opportunities
  • Notifying account managers of changes to customer or partner information
  • Automating targeted marketing campaigns and profiling
  • Querying CRM systems, retrieving information, formatting and distributing
  • Automating communication with customers, partners and suppliers
  • Responding to customer enquiries and requests for information
  • Building bespoke CRM systems, applications and developing add-ons including quotes and pricing, campaigns, job management and sales orders
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CRM Connectors

Customer Relationship Management Blog Articles

Read up on the latest thoughts, trends and insights regarding customer relationship management, business process automation and application development.

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