CRM System Integration and Automation Phase 1
Solution Description:OnTarget Partners manages lead and customer accounts in SalesForce.com and relies on business information to make recommendations to B2B, private equity firms, business owners and venture capitalist organizations. TAP Innovations integrated into their SalesForce.com and other business systems to eliminate duplicate records, manual processes and spreadsheet usage. Bi-directional integrations, transformations and innovation in data capture are a few of the ways OnTarget Partners met their technology and business objectives through premier system integration solutions.
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OnTarget Partners manages business and customer data in a Salesforce.com CRM, which is not integrated with other business systems for customer account and lead management. Data management environment limitations: * Lacks automated processes to send data to external systems * Manual, time consuming and lengthy processes * Multiple digital and people sources for lead management. * Duplicate record checks fall on the CRM user and oftentimes don’t occur due to time and system limitations * Excel processes like vlookups cause data confusion and duplicate work “TAP Innovations is the right partner to take our data infrastructure to the next level.” - Ed Trachier, Owner and CEO of OnTarget Partners
Accounts: OnTarget Partners
Number of Locations: 4
Number of Employees: 46
Industries: Advertising, Marketing
TAP Innovations is a premier system integrator and transforms data and lead management systems, processes, and workflows. The OnTarget Partners database is now free of duplicates and incorrect information. TAP Innovations eliminates manual work through: * Enhanced SalesForce.com CRM functionality * Automated information capturing from external systems to save time and reduce errors * New data fields due to business system integration * Customized technical settings to control the functionality of the integration * Extended feature for file uploads Rigorous data testing and verification * TAP Innovations solutions improve workplace efficiency, customer interactions and lead management analytics.
Brands: SalesForce.com, Microsoft Excel, Microsoft