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.
- 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
Customer Relationship Management Case Studies
Codeless Platforms’ software solutions are tried and tested. Don’t just take our word for it though. Discover what other organisations had to say about us, and find out how we helped them improve their customer relationship management, customer retention and increase sales opportunities.
Case Study: LUTZE
Case Study: IQGeo
Case Study : Victim Support
Case Study: Expense Reduction Analysts
Customer Relationship Management Blog Articles
Read up on the latest thoughts, trends and insights regarding customer relationship management, business process automation and application development.
Salesforce Integration Services to Improve CRM Processes
Salesforce integration services Codeless Platforms’ BPA Platform provides Salesforce users and consultancies with Salesforce integration services that have been tested in the market. BPA Platform is an iPaaS Platform that facilitates…
How to Select Web-Based Sales Management Software
Why sales management software? Sales teams need the correct contact details and relevant information at the touch of a button in order to act upon sales leads, finalise deals and report on…
20 Ways to Use Sales Team Management Software
Sales Team Management Software Learn how sales team management software helps businesses to improve sales team performance and drive company revenue by removing the manual administration tasks that impact on employee time…