Overview
When automating and streamlining our customers’ businesses, more often than not, we implement an element of Business Process Automation.
Having been one of Codeless Platforms’ strategic business partners for over a decade, we regularly implement their BPA Platform.
Codeless Platforms’ Business Process Automation (BPA) Platform enables you to automate processes and integrate a wide-range of business applications and systems, whether on-premise or in the cloud, including CRM, eCommerce, EDI, EPOS, courier services, marketing applications or other bespoke applications.
BPA Platform can automate business processes unique to your organisation through an intuitive drag and drop graphical user interface. You can automate alerts and notifications through definable business rules, generate and dynamically distribute reports and documents, as well as create workflow processes, helping to improve the visibility of information, remove repetitive data entry and significantly reduce costs.
CRM Integration and Development
CRM integration using BPA Platform and mobile-ready CRM software can make sure that all relevant data is automatically pushed into your CRM platform and numerous processes automated to help you manage customer and prospect relationships, interactions and communications, which will improve customer retention and increase sales opportunities.
Common CRM integration scenarios and solutions that we have helped businesses with:
- CRM integration for Sage CRM, Brightstar CRM, Maximizer and more.
- Pushing customer data from other systems into CRM systems.
- Monitoring CRM software for anomalies, duplicate information etc.
- Email marketing integration with CRM software.
- Dynamically scheduling follow up activity, including cross-sell and upsell opportunities.
- Notifying account managers of changes to customer or partner information.
- Querying CRM systems, retrieving information, formatting and distributing.
- Automating communication with customers, partners and suppliers.
- Responding to customer enquiries and requests for information.
- Building bespoke CRM systems, applications and developing add-ons including quotes and pricing, campaigns, job management and sales orders.
Partnership with Codeless Platforms
Discover how our partnership with Codeless Platforms has enabled us to deliver digital transformation projects and new efficiencies for our customers, as well as generate new business that they may not have otherwise secured.