CRM & Workflow Integrations

CRM & Workflow Integrations

  • Business is a contact sport.CRM-&-Workflow-Integrations

  • Relationships Matter.

Every business has one thing in common, the people we serve. It’s essential to equip your team with the best tools to support the development of valuable and lasting relationships with the people you serve.

CRM_Magazine_Logo.pngWe’ve worked over the years with a wide variety of CRM solutions. It’s essential that they are integrated into an organization’s workflow and connected in streamlined way with the other internal information systems in the business. An all too common problem is that poorly designed or poorly implemented CRM systems simply get in the way of our relationships.

Here are the common CRM platforms that we see and work with:

Salesforce

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Quickbase


 

Sugar CRM


 

Microsoft Dynamics

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Batchbook

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Highrise

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Pipeline Deals

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Nimble

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ZOHO CRM

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CiviCRM

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