Our mission is to help our clients to achieve outstanding success in their CRM initiative. Our integration with e-automate will enhance productivity, improve responsiveness to customers and ultimately maximize selling effectiveness.
Our connector enables you to add everything your team needs from e-automate directly into Microsoft CRM.
We offer two ways to tie in e-automate data into CRM. Both provide flexible solutions to suit your needs:
- Import Connector – bring data directly in to your CRM database
- View Connector – view live data from e-automate in a tab
Connector Benefits
- Makes it easy for sales to access customer and equipment history
- Use the e-automate data to trigger follow up activity
- Your sales team is more informed and therefore more helpful and productive (for example, each sales person will have a list of their accounts with leases expiring in the next 90 days or any similar list utilizing e-automate imported data)
- Help your team to be pro-active in addressing your customers’ needs
- Reduce the number of questions going to your backoffice staff from sales people regarding information contained within e-automate.
With our support your company will be able quickly launch a successful system, empower your staff to operate independently, and minimize the total cost of ownership.
Download our product overview brochure.
Our mission is to help our clients to achieve outstanding success in their CRM initiative. Our integration with e-automate will enhance productivity, improve responsiveness to customers and ultimately maximize selling effectiveness.
Our connector enables you to add everything your team needs from e-automate directly into Microsoft CRM.
We offer two ways to tie in e-automate data into CRM. Both provide flexible solutions to suit your needs:
- Import Connector – bring data directly in to your CRM database
- View Connector – view live data from e-automate in a tab
Connector Benefits
- Makes it easy for sales to access customer and equipment history
- Use the e-automate data to trigger follow up activity
- Your sales team is more informed and therefore more helpful and productive (for example, each sales person will have a list of their accounts with leases expiring in the next 90 days or any similar list utilizing e-automate imported data)
- Help your team to be pro-active in addressing your customers’ needs
- Reduce the number of questions going to your backoffice staff from sales people regarding information contained within e-automate.
With our support your company will be able quickly launch a successful system, empower your staff to operate independently, and minimize the total cost of ownership.
Download our product overview brochure.