CRM-Related Benefits
Intelligent Merge and Export Facilities
Both Advanced and Expert versions have intelligent merging capabilities that allow you to easily import records from third-party providers or from your own CRM solution.
When you import, AI checks the status of its online version of your contacts database and merges intelligently any recognisable records. AI eMarketing v2 also supports a large number of customisable fields whose names you can define; values for these fields can also be easily imported and configured to provide extensive segmentation of your contact data.
The export facility lets you pre-select your export based on a combination of subscriptions and filters, you can also choose which fields from your online contacts database you wish to export.
CRM Integration Options
For more advanced solutions, there is great stock in tightly integrating AI eMarketing v2 with your external CRM solution. When this is applied all data are synchronised between both systems on a continuous basis.
Once this level of integration is applied, dynamic changes in your data that often (and should) result from regular and well executed digital marketing can be employed to offer significantly more value to your customers and, internally, to your sales staff.
AI eMarketing v2 can be integrated with any third-party CRM solution that has an external API such as Microsoft Dynamics CRM, Salesforce, NetSuite, SalesLogix, Sage CRM Solutions and Maximizer.
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