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CRM Integration Services

Recent surveys state that sales organizations can increase their effectiveness by up to 30% simply by by utilizing a quality Customer Relationship Management (CRM) System. But finding and managing the right system for your organization is a complex process that generally requires specialized help to effectively integrate the system.

In many larger companies this is generally left to the IT person. But what does the IT person know about sales? How can they effectively customize the program to get the most out it. No matter which CRM package you choose IMS has the experience and skills necessary to get the most out of your investment.

There are excellent programs (such as Act™, Goldmine™ and Maximizer™) where software resides on individual machines. These packages generally utilize individual databases residing on their host machines. This separation makes comparative reporting and analysis difficult. Connecting multiple members of a sales organization on the same database is possible but complex in execution. Similarly updating software can be costly.

Over the last 5 years a new concept in CRM has emerged. Salesforce.com has emerged as a leader in SaaS (Software as a Service).

Salesforce.com is software that resides on a secure server and primarily accessed through any browser connected to the internet (there are mobile versions and it integrates with Outlook). In this case, both your sales and customer service staff work from the same database. New sales leads can be gleaned from the company web site directly into a queue waiting to be acted on.

With Salesforce.com software updates are never a problem. 4 times per year the software is updated automatically - adding new features as part of the subscription.

And comparing the efforts of your salesforce is accomplished easily and concisely using various charts reports and dashboards.

Integrated Media Solutions is a Salesforce.com partner. Not only do we use it ourselves for our lead generation service, we can also integrate Salesforce.com into your organization. Our integration services include:

  • Customizing fields, dropdown menus and page structure.
  • Building custom reports.
  • Successful export of data from existing sources.
  • Combining multiple databases in to one universal Salesforce database.
  • Creating trackable html-based email form letters and newsletters.
  • Training sales, supervisory and support staff to insure the highest level of efficiency and acceptance.

Integrated Media Solutions offers the best of both worlds when it comes to making CRM work for you. Our integration specialists are Microsoft Certified Professionals who have over 5 years experience with Salesforce.com and the World Wide Web.

If your company is in the Toronto, GTA or Southwestern Ontario areas (including Kitchener, Waterloo, Guelph and Cambridge) please give us a call.

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