Products and Services
Many firms want to integrate data into their CRM system. Whether you’re trying to replicate data into CRM (or combining data) from HR, finance and third-party products—our team have implemented dozens of integrations with multiple CRM platforms.
- Clear understanding of the business and technical requirements.
- Implementation of a control database to manage the integration.
- Exception reports to manage any issues.
- Provides key business information in a single repository.
- Drives effective reporting.
- Gives the firm an overall view of the data from all systems.
- Automated transfer of business-critical data between systems.
- Best of breed systems being used correctly.
- Detailed log files and reports from integration process.
- Data managed as per business requirements.