CRM Integration

CRM - Customer Relationship Management, is on everyone's lips. Everyone wants to optimally maintain and use their customer relationships. For us, a good CRM Integration is a definite must. It is particularly important that the CRM solution is tightly integrated in your system environment, only then can the benefits of CRM truly be exploited.

CRM Benefits (excerpt)

• Uniform view of all the customers, prospects, partners and suppliers data (360° view) through the integration of an enterprise CRM solution
• Possibility for one and multidimensional analysis and reporting functions across the entire database
• Definition of processes for customer segmentation as well as continuous optimization of market requirements
• Support of business processes with flexible workflow, stored in the CRM
• Definition of customer value and the related, continuous option for an automated customer value analysis
• Improving and securing the overall quality of the data

CRM Integration with CleverSoft

Our experts help you with the perfect integration of your CRM solution with our products. If you are not using a CRM system, we could readily support you in selecting and implementing one. CleverSoft cooperates with renowned suppliers in order to offer the best solution.

CRM Integration with CleverSoft Products provides the following advantages:

• automated generation of commissions from CleverSoft Infonds™
• prospects from FactsheetsLIVE™ will be transferred to CRM
• transparent reporting on distribution level from Infonds™
• 360° view of all the customers in the database from FSV™ and/or Infonds™