Leveraging the Power of Connection to 17 CRM Platforms

Survey Tool Integration via

TABLE OF CONTENTS

1

2

3

4

5

Start-off. Efficiency of Survey Tools Integration

Current vs Desired Options

Exploring the Approaches to Business Development

Consequences of Less Goal-Oriented Strategy

Data2CRM.API: One Access to 17 Solutions

Concluding Thoughts 6

www.data2crm.com/api

Chapter One

Start-off. Efficiency of Survey Tools Integration

www.data2crm.com/api

Start-off. Efficiency of Survey Tools Integration

It’s hard to surprise anybody with the phrase

that business spaces are getting extremely

competitive and volatile. The data-led strategies

change the requirements to solutions vendors

make use of. The fact that companies apply

survey tools for getting a deeper knowledge of

their customers and promoting trusted

relationships.

To avoid resources and time-wasting on

initiatives that die on the vine and destroy trust,

SMBs and enterprise level companies look

forward to streamlining and strengthening their

customer service, marketing and sales wing by

integration solutions they use with CRM. And

survey tool integration considered as an

optimizing method to various business processes

and ultimately productivity.

Business Objectives & Goals Acquire competitively, essential

functionality Improve customer service and

experience to ensure long-term brand loyalty

Optimize the customer acquisition and retention strategies

Multiply the effectiveness of KPIs and ROI

Contact with Sales Manager Get in touch with a proficient sales

manager to get a strategic approach for your business improvement.

The integration of survey tool with CRM is seen by vendors as a time-saver for the data

gathering and analysis cycles that will deliver the financial reward in a not-so-distant future.

G+

Talk to Sales

www.data2crm.com/api

Chapter Two

Current vs Desired Options: What Do Your Customers Want?

www.data2crm.com/api

What Do Your Customers Want?

The balance between insufficient and excessive feature set is hard to find for

representatives of b2c and b2b niches equally. Despite the varying objectives and goals,

companies require the automating of the manual data entry into CRM and the seamless

connection and information exchange with survey tool come forth as current business

extending. Focusing on the shared problems, more and more your existing users and potential

clients are trying to assess the virtues your service offers for their workflows. The more is far

not always better, and laying the extra emphasis on the efficiency of survey tool, businesses

expect the next options from your software:

The ability to trigger the survey sending out by creating a task in CRM, instead of vice

versa process.

Collecting separately the filled in surveys as the attachments or notes in CRM without

extra manual efforts.

Gather the list of users who abandoned a survey for further nurturing those leads.

Need in managing more personalized emails with mentioning name, position and

company name that stored in CRM.

Requirements for more insightful data analysis that enables the further utilizing it for

taking the actions.

These pain points can be solved with the CRM integration. The process is quite effort-

demanding, thus, you will cut down on user refraining and improve your KPIs.

G+

www.data2crm.com/api

Chapter Three

Exploring the Approaches to Business Development

www.data2crm.com/api

Exploring the Approaches to Business Development

Your survey tool can offer tapped opportunities for coping with the current market scenario

via seamless access to CRM. To be more precise, the integration will enable you to provide the

following benefits:

Improve the estimation of customer interaction quality and, therefore, the cross-selling

process.

Delivering data right away into user’s CRM, you enhance the analytical phase and

promote the option for a better understanding of the customers.

Boost the efficiency of marketing by attaching the geo-reports and page-off reports

directly to CRM for measuring the efficiency of performed activities.

The sales department of your clients gets the enhanced records generation in the CRM

due to contact forms while the information forms serve for the profile updates.

Email responses from the customers and quality survey with complaints can be

transferred into cases, and use by the support team.

The survey tool performs the role of the valuable information source for several company’s

departments. That’s why the integration with CRM determines the sufficient amount of data

to plan the initiatives that deliver awaited financial returns.

G+

www.data2crm.com/api

Chapter Four

Consequences of Less Goal-Oriented Strategy

www.data2crm.com/api

Consequences of Less Goal-Oriented Strategy

Over and over vendors repeat the mistake of running trial and error business, and

underestimate the value of innovation and simplicity that are sought for by their targeted

audiences. So far many business software providers doubt that CRM integration will be an

antidote to their tactical miscalculations.

The combined strategies that employ the connection of several solutions into a single

ecosystem become more spread. Currently, it goes far beyond mere data collecting; and the

evaluation of information and reasoning of decisions can be done efficiently in CRM that

enables the cross-company access.

Without doubts, the initiative itself complex and purpose-driven. Thus, the survey tool

integration is more about you make a tactical investment into the building a strong customer

base and outperforming your competitors.

All these sound great, yet the logic to ask how to make it possible. It’s no secret that CRM

integration is far more than plug in and work. Besides, each CRM platform requires developing

a separate connection what is costly, time and effort consuming. This issue has a solution: API-

based service that delivers multiple CRM integration.

G+

www.data2crm.com/api

Chapter Five

One CRM Integration, One Access to 17 Solutions

www.data2crm.com/api

One CRM Integration, One Access to 17 Solutions

With API technologies, you can teach your software to “speak” with other systems without

complexity or restraining service from further development. Using Data2CRM.API, you can

seamless get the connection and opportunities to data manipulations with 17 different CRMs

via only one developed API integration.

Data2CRM.API, a web-based service that enables a unified programming interface to acquire

a connection to a number of CRMs without the need to develop a separate integration.

Connecting to the service, you will deliver the following benefits to your users:

Enhance the process of data entry and managing by seamless creating of leads, contacts,

and attachments

Direct records updates and timely data exchange in survey tool and CRMs

Advance the process of lead qualification and further nurturing tactics

Improve the overall workflow optimization of rapid data gathering

Increase the KPIs numbers, and measure ROI more accurately

G+

www.data2crm.com/api

Feature Set of Data2CRM.API

Connecting to our service, you open new functionality horizons for your clients and,

therefore, receive the financial results.

One API integration for seamless connection to multiple CRM platforms - there no need

in separate integration development,

Clear API documentation - the enlisting of the API requests you can use and code patterns

and samples are available,

Professional tech support - skillful developers team will assist you and give solutions for

technical questions or issues,

Integration with sought for CRM solutions - Microsoft Dynamics, Salesforce, SugarCRM,

Insightly, Zoho, SuiteCRM, Vtiger, Highrise, Solve, bpm’online, PipelineDeals, OroCRM,

Bitrix24, Zurmo, Capsule.

Flexible pricing policy - every customer request is processed individually to ensure

efficient and high-grade service.

G+

www.data2crm.com/api

CRM Integration Logic

G+

www.data2crm.com/api

With Data2CRM.API, you can develop the successful relationships with your existing clients

and attract the new audience.

Step 1 Register an account and run the authorization

process.

Step 2 Explore our documentation to understand how

they actually work.

Step 3 Download and install Data2CRM.API SDK.

Step 4 Use few methods to check and understand how

Data2CRM.API SDK works.

Step 5 Add the connection form to CRMs clients..

Step 6 Add into the system work with companies,

contacts, leads, deals, tasks, etc.

Step 7 Optimize the performance of data: save data on

your web survey tool side, and further updates

of new records.

Marketing Automation Integration

G+

www.data2crm.com/api

Chapter Six

Concluding Thoughts

www.data2crm.com/api

Deliver undisrupted workflow and exceptional service to your clients,

along with functionality and income development. Get started with our

robust documentation or talk to a dedicated account manager.

In the competitive business world, you can win the client’s loyalty to the efficient service.

With CRM integration, your survey tool will provide the outstanding opportunities to boost

the KPIs of data-led strategies most of your users run, while Data2CRM.API enhance the

technical point of this process.

The integration of your service with Data2CRM.API and CRM platforms will aid you in

providing your users with

simultaneous integration and timely data exchange,

managing and updating of leads and contacts records,

improve the number and qualification process of leads,

increase the accuracy of KPIs and revenue measurement.

G+

www.data2crm.com/api

TALK TO AN EXPERT

Your time is precious, so don’t wait up and start using

Data2CRM.API today!

Account Manager data2crm.api.crm@magneticone.com Support Department support.api@www.data2crm.com Business and Partnership business@www.data2crm.com

USA Office 2801 Camino Del Rio S, Suite 302 San Diego, CA 92117 European Office 5B Brodivska St., Ternopil 46000, Ukraine

CONTACTS