Sales CRM Integrations

Deep CRM Software Integrations Make Your Workday Easier

Customer reference management and CRM solutions work best as a team. It’s the best and easiest way to serve up the right content and customer references for the right opportunity at the right time. Keeping detailed records of customer interactions helps reference managers and marketers identify, and communicate more effectively with advocates. Sales gets the intelligence they need to know what prospects are worth pursuing and when.

  • Find and send customer references and other sales assets most relevant to the Opportunity
  • Request a customer reference activity directly from the Opportunity
  • Use CRM record data in customer reference profiles
  • Track customer reference and microsite activity in the CRM
  • Nominate CRM contacts to become customer references
  • Request customer references within active Opportunities Integration

As an official Salesforce AppExchange Partner since 2006, RO Innovation’s CRM integration with meets industry best practices for security and integration. As one of our most popular integration options with customers, we also have vast experience implementing and configuring our solution to fit your unique environment needs. See how seamless our integration is, watch a demo video, get an implementation guide and FAQ packet below.

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SugarCRM Integration

Be the most relevant to customers and prospects at the right time in every buying cycle to deliver more sales, faster. With this integration you can:

  • Immediately preview, drill-down and send assets to buyers directly from the RO dashlet
  • Automatically pre-filter searches to find assets to match sales opportunities with sales cycle stage
  • Increase efficiency and productivity with uninterrupted workflows
  • Expedite the reference request process and close deals faster

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Microsoft Dynamics Integration

Measure, track and optimize use of your best customer reference and sales assets in the buying cycle. With this integration you can:

  • Integrate your CRM contact data with your customer reference profiles
  • Push relevant assets for use directly from Opportunity records
  • Send and track customer reference and sales asset engagement with prospects
  • Automatically track customer reference influence on closed sales revenue

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Learn more about RO Innovation's CRM Integrations