Business Automation Solutions can help your organization take advantage of IntelConnect, a solution that links your CRM system to your other business data sources to enhance your sales, marketing and customer service processes and effectiveness. Reach customers and prospects with timely communication triggered from conditions in your CRM, Accounting, ERP or other data sources. Systems like Salesforce, SugarCRM, Zoho CRM, Dynamics CRM, GoldMine, Dynamics 365, QuickBooks Desktop & Online, PipeDrive and many others are supported.How are companies taking advantage of IntelConnect? Click here to see what you can do with IntelConnect.
Are Your Business Applications Working In Harmony With Each Other?
Trigger timely communication to your staff, customers or prospects based upon business rules you set. Send internal or external notifications tied to important milestone dates and times. Examples of ways you can benefit include:
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Communicate prospect opportunities to
sales from web site visitors
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Pursue cross sell and upsell sales based
upon prior purchases
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Exception alerts (overdue receivables, customer
service issues)
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Recurring customer action reminders (annual renewals)
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Critical action notifications when out of office
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Drip marketing driven by prior sales or marketing activity
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Automated customer appointment reminders / confirmation
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Triggered, tracked customer satisfaction surveys
View Use Case Examples