C5 integration

ChannelCRM

ChannelCRM C5 is a quick, easy to initiate yet highly powerful integration for users of ChannelCRM and C5 providing a number of clear benefits:

Less time spent administering customer data with easy synchronization  of your CRM customer data with C5
Less time spent by salespeople understanding the buying history on individual customers based on direct access to invoices and invoice lines on each customer in the CRM system
More appropriate customer dialogue and informed decisions leading to more efficient customer dialogue and thus higher customer satisfaction
Improved cross sales and up-sales based on flexible reporting on the C5 data in the CRM system

Features of the C5 interface are:

Import interface that lets you import customer information from a C5 import file to ChannelCRM by the click of a single button.
Data mapping module to ensure consistent debtor/customer information between the two systems
Direct access to all buying history on an individual customer on the company screen.
3 integrated standard reports of C5 data in the CRM system
Point and click interface for the creation of campaigns based on C5 data (this is how you can do upsell end cross sales)

 

The C5 interface is activated through a license key update and an activation request to C5, no need for extra installation, or setup. Only prerequisite is the creation and continuous update of a C5 export file on your server. You or your C5 partner should be able to build this swiftly.

Check here for pricing