Case Study on Business Dashboard CRM Integration
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Transcript of Case Study on Business Dashboard CRM Integration
One to Many CRMs Integration for Dynamic And Robust Decision-Making
Business Dashboard
Integration via
TABLE OF CONTENTS
1
2
3
4
5
Business Dashboard And CRM Integration
Desired Toolkit to Mitigate the Risks And Inaccuracy
Assessment of API Integration to Business Dashboard
CRM Integration Postpone As A Loss of Advantage
One Integration to Many CRM Platforms
Drawing Up A Bottom Line 6
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Chapter One
CRM Integration As An Essential Requirement to Business Dashboards
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CRM Integration As An Essential Requirement to Business Dashboards
Regardless the phase of business
development, metrics and accurate data are the
essential components. In terms of revenues,
costs, investments flow and time, CRM platforms
and business dashboards execute the goals and
objectives defining, optimize work processes to
achieving the desired results, outcomes, and
achievements.
Your business dashboard tool provides the
extensive range of various charts and graphs
enhances the process of extract, load, and
analysis of information. Thus, to gather and
analyze timely and relevant information is the
critical organizational and operational challenge.
As the CRM platforms enhance the accurate data
monitoring across the business departments,
expenses, and products, CRM integration will
magnify the efficiency of records exchange and
quality of reports based on the overall company
records.
Business Objectives & Goals Develop the infrastructure for the
reliable data extraction and analysis
Extend toolkit with a valuable feature to retain and acquire more users
Save time and efforts on the tasks performance and workflow agility
Gather and analyze the accurate data for timely and relevant decision-making.
Contact with Sales Manager Get in touch with a proficient
sales manager to get the CRM integration roadmap for your business improvement.
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Talk to Sales
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Chapter Two
Desired Toolkit to Mitigate the Risks and Inaccuracy
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Desired Toolkit to Mitigate the Risks And Inaccuracy
Striving to provide the conceptual work of your business dashboard, vendors show it in the
light of meaningful decision-making asset with deep insight into data. The inaccurate and
faulty information delivers the nerve-wracking experience of funding and, therefore, the
reputation and customer losses. To conquer the mistake-unforgiving business environment,
provide your clients with
enabling the sources of timely and accurate data
access and adding the right records for the analysis
automated exchange of the data collected from other tools with the CRM
support the business mashup across all the products, units, and departments
The base information your dashboard tool collects comes from various systems your clients
use (i.e. accounting software, budgeting app, departmental spreadsheets, CRMs, etc.) Adding
CRM integration to the feature set you will help to agile the processes and workflows, as well
as optimize the reports share across the company divisions.
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Chapter Three
Assessment of API Integration to Business Dashboard
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Assessment of API Integration to Business Dashboard
Almost all of your clients are interested in the business innovation scenario that facilitates
the end-goal achievements. Business dashboard integration with CRM helps you to supply the
valuable source of data without extra software retool process.
CRM integration delivers you a better chance of success because it takes more care about
your clients and makes their workflows and decision-making easier, faster and productive.
Being more specific, with this new option, you will be able to offer your users:
aggregate the required records from the CRM (i.e. contacts, leads, accounts, invoices,
orders, calls, etc.),
exchange reports and other data types (orders, bills, budgets, deals, etc.) with CRMs
to reduce the duplication or lack of information,
collect the comments, instructions, and files in the attachments to keep track of all
explanations and extra information about the reports.
Power up your business dashboard with minimizing the complexity and improving the data
relevancy and accuracy. With CRM integration, you will raise the efficiency rates and solve the
key business and operational challenges timely.
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Chapter Four
CRM Integration Delaying As A Loss of Competitive Advantage
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CRM Integration Delaying As A Loss of Competitive Advantage
The business intelligence tools became a rather must-have options in the toolkit of any
company that works in a digital landscape. Nevertheless, the number of well-made apps are
exploding. That means you should strengthen your trust with current clients, and develop
relations with the potential ones. And CRM integration extends your possibilities of building
your brand and customer base.
In case you feel skeptical about the value of adding interactions with your app, think about
the issues your clients suffer from without integration:
lack of data that stores in the CRM solution
cumbersome process or inability to exchange the records from the dashboard to CRM
low collaboration levels as the departments may need more details on how to
interpret reports
Regardless of the point of any workflow or business point, the analytics is a life-giving part
that requires a ton of time and efforts. So, the dashboard integration comes with an emphasis
on the speedy and quality data exchange and timely, quality reports.
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Chapter Five
One Integration to Many CRM Platforms
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Data2CRM.API Builds One Integration to Many CRM Platforms
The passion to unlock the max potential of your business dashboard with CRM integration
may end with the costly development of connection to many solutions. The initiative could die
down as you come back to the rails you have been riding on all this time.
Forget this nasty scenario, Data2CRM.API provides the opportunity of interaction with
multiple CRM platforms by developing a single API integration. The unified programming
interface service enables the following features:
One integration with numerous methods to tune up the efficient data exchange and
interaction with multiple CRM platforms
Robust documentation with code samples and detailed descriptions to proceed with
the accurate and smooth process flow
The qualified tech team is ready to help and solve any raising questions
A common API language to “speak” to the CRM market leaders: Salesforce, Microsoft
Dynamics, SugarCRM, SuiteCRM, Vtiger, Zoho, Insightly, and others
Excellent service with flexible pricing and free trial option
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CRM Integration Logic
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Business dashboard integration is simple and requires only 7 steps to take:
Step 1 Register an account and authorize
at the Developers’ Portal.
Step 2 Explore the documentation to get the insight
into the API options.
Step 3 Download and install SDK.
Step 4 Try a couple of methods to try Data2CRM.API in
action.
Step 5 Create a connection form to CRMs clients.
Step 6 Add entities into the system (i.e. companies,
contacts, leads, deals, tasks, etc.)
Step 7 Save records on your service side, and continue
to update of new records
Business Dashboard Integration
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Open up new horizons for your data-led clients with Data2CRM.API. Here are the records
that can be transferred:
Chapter Six
Drawing Up A Bottom Line
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Make your business dashboard nimble and highly efficient with CRM
integration. Level up the timely data exchange and reports delivery along
with lightening the heavy workloads of your clients. Go ahead and check
out our documentation or talk to a dedicated account manager.
Looking at the challenges your clients overcome when they drive the records into the business
dashboard platform, shows you the valuable spots that can be improved with CRM
integration. Assist the data-focused strategy your users run and gain the more loyal audience,
and attract the new markets.
CRM integration enhances the process of fitting in with the business goals and
requirements, and you can offer your clients:
Advanced data management and quality integration with multiple platforms
Cross-systems and departments data sharing
Improved workflow and accuracy of reporting and calculations
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TALK TO AN EXPERT
Your time is precious, so don’t wait up and start using
Data2CRM.API today!
Account Manager [email protected] Support Department [email protected] Business and Partnership [email protected]
USA Office 2801 Camino Del Rio S, Suite 302 San Diego, CA 92117 European Office 5B Brodivska St., Ternopil 46000, Ukraine
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