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: IQGeo
Developer of geospatial software for the telecommunication and utility industries improves efficiency and gains significant ROI from large scale integration project.Download Brochure
Case Study : Victim Support
Discover how BPA Platform was adopted across the business to expand the remit of Donor Strategy, automate admin duties and ensure consistent and reliable processes.Download Brochure
Case Study: Expense Reduction Analysts
Discover how procurement advisors Expense Reduction Analysts (ERA) used Codeless Platforms' BPA Platform to improve customer service through lead management automation.Download Brochure
Customer Relationship Management Blog Articles
Read up on the latest thoughts, trends and insights regarding customer relationship management, business process automation and application development.
Codeless Platforms’ [permalink id="48255" text="new marketplace" target="_blank"] provides you with a wide-range of business applications, web portals and templated integration software that can add extra functionality to your business environment, help improve…