Make an enquiry  

CRM integration made simple

We focus our efforts, on ensuring that the open system architecture of Optimus provides the maximum opportunity for data from Core to be seamlessly passed to your chosen CRM software product. Our customers tell us that this real time bi-directional functionality, not only enhances accuracy and departmental efficiency, but critically ensures full data integrity can be trusted to make quality informed decisions.

By using a dedicated Optimus Gateway and restful Webservices module, we can either deliver this work for you, or increasingly we see a trend whereby customers harness these tools to create their own CRM integrations at a pace and time to suit their changing business needs.

Key benefits for CRM integration

Enhanced Customer Communication:

Integration helps enhance a more seamless communication between sales, customer service, and production teams. This unified data environment can enable more timely and accurate responses to customer enquiries.

Streamlined Order Processing:

The integration facilitates a smoother transition from customer interactions in the CRM to full order/job processing in the MIS. This streamlined process reduces manual data entry, minimises errors, and can improve accuracy of order fulfilment.

Data Consistency and Accuracy:

By synchronising customer information between the MIS and CRM environment, discrepancies and the potential for error handling can be reduced. This ensures that customer details, order specifications, and production requirements remain consistent across both systems.

Improved Sales Forecasting:

The combined power of CRM and MIS enables more accurate sales forecasting. Sales teams can access real-time data on customer interactions, purchase history, and production capabilities. This data-driven insight enhances forecasting accuracy, enabling better resource planning and stock/inventory management.

Efficient Resource Allocation:

Integration allows for a holistic view of customer relationships and production processes. This insight can aid in optimising resource allocation by aligning production capabilities with customer demands, preventing overcommitting or underutilising resources.

Comprehensive Analytics:

The integration of MIS and CRM provides a comprehensive platform for reporting and analytics. Teams can generate insights into customer behaviour, production efficiency, and sales performance, fostering data-driven decision-making and continuous improvement across the organisation.