Seamless CRM/PSA integration so you have to deal with just one platform.
True sales enablement is all about making it easier and better for those selling. One of the ways in which our platform helps in this regard is by integrating seamlessly with all leading CRMs to allow for bi-directional data synchronization.
Our MSP Marketing and Sales Enablement platform integrates with most popular CRM and PSA applications allowing users to share and manage the contacts between the two platforms, and we also support custom integration—meaning you tell us which CRM you are using and we can integrate our platform with that.
With our PSA/CRM integration, you can seamlessly import and export contacts between our platform and your CRM/PSA application in a few clicks. Map the contact fields to your CRM contact fields, set the time interval—which is the frequency at which the contact import and update are to happen—and you are done! You can also program our platform to push contacts into your CRM/PSA account when they attain a specified lead score.
A few of the CRM/PSA applications that we integrate with include Connectwise, Autotask, Tigerpaw, Oracle, NetSuite, SugarCRM, Zoho, Base, Sage, Redtail, Hubspot, which are generally used at the MSP end and also with more popular platforms such as Microsoft Dynamics and Salesforce which are often used by OEMs and Vendors.
