CRM Integration

Providing a single view of the truth. As organisations evolve and expand, it is not uncommon for them to acquire multiple disparate systems each used by different areas of the business and all containing a different view of the customer. This can lead to; departmental silos, an incomplete view of the customer, lost business opportunities and worst of all – poor customer experience and retention.

HOW WE HELP

First things first, with some of the market leading business software providers now offering a single view of the customer across all business functions – it is worth considering whether it is time to stop investing in the maintenance of legacy systems and whether a new platform could deliver more benefits and cost-savings.

If you still feel integration is required, or are looking for a stop-gap whilst you are rolling out a new platform in a ‘phased’ approach, we can help you build a full picture of your customer by developing and implementing an integration strategy. To help you minimise costs, we begin by evaluating whether any of the market-leading ‘off the shelf’ integration tools or workflow technologies can deliver your desired outcome without the need for custom development.

But don’t worry – should your integration be particularly complex, we have the in-house capability to help design and build a bespoke integration – whether your data is held in the cloud or on-premises.

Benefits

A consultative approach to help you ‘sense check’ your requirements and determine the best approach in terms of benefits vs costs
We love a challenge and offer a wealth of experience, having developed complex integration strategies for well-known brands

DID YOU KNOW?

Some of the leading business software providers now provide fully-integrated business applications able to support end-to-end business processes
It could be more cost-effective to consider new technology, rather than trying to integrate disparate legacy systems

ACTIVITIES & OUTPUTS

Review whether the integration requirements can be handled by existing ‘off the shelf’ solutions
Scoping workshop to understand the business requirements, functional requirements, where the data is held and where it is going to
Blueprint documentation explaining how the requirements will be met
Accurate costs and project timescales

GET A QUOTATION

Have a vision, goal or issue you need help solving?

Call us today on 01296 328 689 for a discussion with our experienced team and a no obligation quotation.

REQUEST DEMO

Case studies

HR and Finance Integrated Payroll

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Food Production Company

West Yorkshire Combined Authority

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