CRMPlus has several trusted vendors that provide solutions to enhance your CRM system.  Here are our top recommendations:

Inaport by Inaplex

Inaport is the fastest, easiest, and most cost-effective way to perform tasks such as:

• Import contact or lead information from Excel, Access, text files, or web site, using simple or sophisticated matching techniques to prevent duplicates.
• Import accounting information about Accounts or Contacts; for example, order history, current sales, year to date summary information. Extensive data transformation capabilites with user preview ensure that the data is presented in the format required.
• Export contact information to be verified by a tele-marketing operation, then update the CRM system with the results.
• Synchronize CRM information with corporate ERP systems.

KnowledgeSync by Vineyardsoft

The right information – sent to the right people, at the right time, via the right device – is critical to the success of your organization. Emailing an invoice to a client when they place an order. Faxing a purchase order to a supplier when stock runs low. Scheduling a sales rep to follow-up with a prospect who hasn’t been contacted. Or taking an incoming email and creating a support ticket. KnowledgeSync automates these processes – across your organization – as the industry’s leading Business Activity Monitoring solution.

TaskCentre by Orbis 

Orbis Software provides the leading pure-play Business Process Management Suite TaskCentre® enabling organizations to drive efficiency and save time, reduce costs, generate revenue, optimize relationships and improve visibility and agility through collaborative process automation.  With customers expecting richer information, accountability becoming increasingly important and departmental workloads outstripping physical resources, companies are now strategically automating their critical business processes to increase productivity, save time and reduce costs.

 MailRoom ToolKit by Satori Software

MailRoom ToolKit products help you maintain the accuracy of your address data from point-of-entry and into the future. Protect your investment in lead-generation and customer retention programs. Increase your savings on document processing by adding integrated postal presorting and address verification.

Parabus and PowerEntry by QGate

QGate PowerEntry™ for Sage SalesLogix provides high quality capture of account and contact name and address details through a single Sage SalesLogix screen.

With data de-duplication at point of entry, QGate PowerEntry™ ensures the highest quality of data capture within your Sage SalesLogix database. Any newly entered contact or account is interrogated for potentially duplicate data.

QGate Paribus™ finds matching data for you to review and delivers benefits irrespective of your market, size or operation. By identifying matching data, Paribus delivers
the ability to then consolidate, integrate or deduplicate your system.

To learn more about any of our recommended third party products, simply contact us!