CRM Based Data Integration Application

Quick Summary: Customer relationship management (CRM) systems are becoming necessary for businesses of different sizes. However, they become more powerful when integrated with other software apps. CRM integration helps you share data between various systems. Improve efficiency in client experience and automate tasks. This article will help you explore how experts at Radixweb developed a CRM-based data integration application.

It is challenging to store and manage customer data manually. As we all know, “Necessity is the mother of Invention.” The IT industry has developed a customer relationship management (CRM) model for precisely managing customer data. It allows users to accomplish various operations, collaborate, and analyze business processes.

The basic idea for CRM applications is to store and manage customer data for future business opportunities. Using CRM application, maintain contacts, clients, contracts, marketing activities, sales practices, etc.

However, it only provides a facility for data storage and management, not data integration. So, to amalgamate this functionality, Radixweb has developed an application that integrates CRM data with third-party software.

Offering a simplified solution is the benchmark of Radixweb. Having the skill set of all technologies, we develop and deliver highly scalable and dynamic business-centric web solutions.

Therefore, we have developed a DotNet-based web application that integrates online accounting software and CRM databases. This combination improves data accuracy with updated details.

And to know more about CRM and how we developed an app integrating this model with a third-party system, read this blog till the end.

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Why do you Need CRM Integration?

CRM integration is a significant strategy to optimize business processes, drive efficiency across operations, and enhance customer relationships. By seamlessly integrating CRM systems with different software platforms and tools, businesses can unveil the utmost potential of their client data, ensuring streamlined workflows and personalized client experience. Let’s now see why CRM integration is essential.

• Centralized Data Management - Integrating CRM systems with other software tools, from marketing automation and e-commerce software, helps remove data silos, ensuring sharing of applicable data and its accessibility in a centralized location.
• Automated Redundant Tasks - CRM integration automates monotonous tasks, like updating client details, sending emails, and freeing your sales reps.
• Streamlined Collaboration and Access - Integrated CRM systems provide flexible access controls, enabling real-time employee collaboration irrespective of location.

Why do you Need CRM Integration?

Before developing CRM based data integration application, our DotNet experts have analyzed challenges for building an application that is compatible with all MS Dynamics CRMs.

Business Challenges of CRM App Intregration

• Building an application having integration between database and third-party software
• Functionality extension of CRM application with new design and development to simplify processes
• Integration of a third party accounting software that decreases the complexity of order management
• Applying data synchronization between CRM and accounting software for updation
• Creating the immediate effect of each action in CRM as well as accounting software
• Deciding the activities performed by application to smoothen business processes

Solution Offering

Once the analysis is completed, our experienced DotNet developers have carried out the application’s development and design. This application reduces client costs for each CRM user’s separate licenses of MS Dynamic CRM and QuickBooks accounting software.

With CRM base data integration application multiple users can use the same CRM solution across the enterprise. The application decreases the user’s turn around time and simplifies various business processes.

Have a look to various functionalities, features and benefits offered by the application developed by experienced programmers of Radixweb.

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Functionalities

Here are some other reasons for choosing MS Dynamic CRM. Functionalities that are integrated with CRM based application development include:

1) QuickBooks Integration

It is accounting software integrated by us to manage the online payment records of customers. Our application integrates CRM with QuickBooks and helps in managing customer payment details at both ends.

2) Synchronization of CRM & QuickBooks

Our CRM based data integration application creates synchronization amid CRM and QuickBooks. For example, if the customer has paid the invoice amount the status will be updated at QuickBooks and CRM. Now there is no need for manual data upgradation from your accounting software to CRM.

3) Application Performance

Our advanced application development has three major actions.

They are:

• Automatic invoice creation by system
• Checking of invoice by CSR and sending it to customers
• Invoice posting at online QuickBooks

These functionalities decrease manual processes and save the time of CRM users.

4) Data Updation

When payment details are updated in QuickBooks, it creates automatic effect at CRM. So CRM data is also updated along with the accounting software. Users can view the updated status of customer details. Moreover, the application has payment gateway integration to make online payment possible.

Features of CRM Application

With the application, user can perform various activities that start from data consumption to CRM customization. Let’s have an understanding of all of them.

Data Consuming : The application helps users to use CRM data in QuickBooks and vice versa.

Data Posting : Data posting is taken place once the invoices are generated automatically in CRM and posted in QuickBooks.

CRM Data Management : Like CRM, users can also manage customer data by using CRM-based data integration applications.

CRM Customization : Our application is compatible with customizing CRM, having highly complex functionalities.

Integration : The application provides direct system integration of CRM and QuickBooks using Soap base web services. It also contains API integration of online QuickBooks.

Benefits

• Reduce manual processes
• Streamline various business processes
• Improve accuracy of data
• Quick updation of data at CRM and QuickBooks
• Reduce license cost of QuickBooks and MS Dynamic CRM

All enterprises from different industry verticals can use our CRM based data integration application.

Take a Step Ahead with Radixweb!Achieving CRM integration needs meticulous planning and following the proven best practices. Embracing data-based integrated CRM and other software systems is supreme, as they offer unmatched scalability, accessibility, and flexibility. Your teams can seamlessly access client details and work together from any location, revolutionizing overall productivity.So, create meaningful client experiences by opting for CRM app development with Radixweb. Regarding developing CRM solutions, our expertise spanning over 25 years makes us masters of pathbreaking innovations in multiple domains. Our experts will help build top-notch CRM software for b2B and B2C enterprises.Contact us to learn more about our CRM development services.