The PerfectMIND Creed: Build Nothing Integrate Into Everything!!

    CRM, small Business software, small business applications

In most organizations, true customer management cannot be accomplished by a CRM system working in isolation. Rather, a CRM solution must work in tandem with other systems in the enterprise, exchanging data or triggering workflow activities to support varied business processes. Providing a 360-degree view of a customer requires access and the ability to leverage other information from external or existing systems, such as billing, inventory management and other business management tools.

The PerfectMIND connector series is based on the PerfectMIND platform and is used by all PerfectMIND Application Suite of applications for inter-product integration. This same framework is available to integrate to external applications. The prebuilt integration points above leverage this technology for information delivery and receipt.

The PMConnect requires:

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PerfectMIND Connect for Salesforce.com

The PerfectMIND connector for Salesforce enables the PMConnect to serve documents and objects stored in Salesforce. The powerful yet flexible Appliance will allow organizations to extend their existing investment and allow company personnel to manage and benefit from capabilities beyond the traditional CRM function.

Companies can now integrate and achieve global view of all their CRM data and processes with other PerfectMIND applications such as Perfect Scan, Store and Billing.

PerfectMIND Connect for Google

When it comes to doing almost anything on the Internet, Google is involved. PMConnect allows an organization to use their data in PerfectCRM with Google Apps. PMConnect for Google Apps integrates Gmail, the Google Calendar, and Google Docs to allow your data to take advantage of Googles free and powerful offerings.

Combining Google data sources into one view in PerfectMIND allows for a holistic and powerful insight into the online customer experience, giving businesses a better understanding of their online customers and increasing customer satisfaction and revenues.

The PerfectMIND Google integration, is an exceptional way of getting to know your users needs on both the general view and for more targeted needs. Implementation is simple and easy. Together with PerfectCRM for marketing automation capabilities, and the new PMConnect for Google offers everything marketers need to optimize their search engine marketing efforts and achieve closed loop marketing.

PerfectMIND Connect for Outlook

Now, there is an easy way organizations that are accustomed to using Outlook to manage their communication with their clients that wish to leverage the true potential of advanced level CRM Such as PerferctCRM.  PMConnect provides interface between PerfectCRM and Outlook. This allows the user an ability to send and receive emails in Outlook, directly to a contact in PerfectCRM.

The PMConnect for Outlook delivers an extremely seamless means for sync between PerfectCRM and Outlook data. PMConnect for Outlook is extremely user friendly and a must have for PerfectCRM users.

PerfectMIND Connect for QuickBooks

Operating a business based on functional silos is not an option in today's challenging business climate. PMConnect for QuickBooks gives the ability to preview and edit data before it is finalized and exported into QuickBooks and eliminates data entry errors and duplicate data entry.

PMConnect for QuickBooks helps to synchronize product and customer information between the online store and the accounting package PMConnect is an optional module for PerfectCRM that can link the key financial data within PerfectCRM with a QuickBooks implementation.

PerfectMIND Connect for Billing Gateways

The PMConnect for various billing gateways and systems facilitates over $100M of transactions monthly across hundreds of customers worldwide. This integration framework enables sales and service agents to retrieve , display and update account information when handling calls all from within PerfectCRM.

CRM and billing systems often track different information we work with your billing team to identify how your specific implementation of products and pricing can be integrated to the PerfectCRM.

 

CRM, small Business software, small business applications

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