SoftGuide > Functions / Modules Designation > CRM interfaces

CRM interfaces

What is meant by CRM interfaces?

CRM Interfaces refer to the integration between a business software and CRM systems (Customer Relationship Management). These interfaces enable companies to effectively manage and nurture customer relationships by seamlessly exchanging and synchronizing data between different systems.

Typical software functions in the "CRM Interfaces" area include:

  1. Data Integration and Synchronization: Automatic exchange of customer and sales data between the business software and the CRM system to ensure a unified database.

  2. Customer Profile Management: Capture and update customer profiles, including contact information, purchase history, interactions, and preferences.

  3. Sales and Opportunity Management: Tracking of sales opportunities, pipeline management, forecasting, and sales activities within the CRM system.

  4. Communication Integration: Integration of communication tools such as email, telephony, and social media to document and manage customer interactions.

  5. Customer Service and Support: Linking support requests and tickets with customer profiles to ensure seamless customer care.

  6. Analysis and Reporting: Providing analysis capabilities to evaluate customer interactions, sales performance, and customer retention efforts.

  7. Marketing Automation: Automating marketing processes such as lead generation, campaign management, and lead nurturing based on CRM data.

 

The function / module CRM interfaces belongs to:

CRM

Software solutions with function or module CRM interfaces:

Findentity
Findentity
 
 
 
 
 
 
Modular, expandable software for document, customer, task and dictation management
HR PROCESSES (MR.KNOW)
HR PROCESSES (MR.KNOW)
 
 
 
 
 
 
Process automation in the HR department without programming
Microsoft Dynamics 365
 
 
 
 
 
 
MICROSOFT DYNAMICS 365 - the next generation of CRM and ERP applications
NeoCPQ
NeoCPQ
 
 
 
 
 
 
The Solution for Product Configuration, Price Calculation and Quote Generation (CPQ)
HM-CRM
 
 
 
 
 
 
The CRM system for all your needs
co_suite - Qualitäts-/ Risikomanagement, CAPA, Beschwerde, Dokumente, Ideen
The auditable, complete and modular Quality, Compliance and Riskmanagement application
metaARGON
metaARGON
 
 
 
 
 
 
ERP for pharmaceuticals, cosmetics and chemicals
fi-square
fi-square
 
 
 
 
 
 
The complete solution for manufacturing companies
PLANTA portfolio
PLANTA portfolio
 
 
 
 
 
 
Plan your projects according to your business goals, identify risks
PLANTA Project - Agile and TRaditional Project Management
Agile, classical and traditional multi-project management
Show all 57 programs with CRM interfaces