Removing manual tasks with CRM integration


Do you need to improve the management of customer information and sales opportunities by reducing manual administration tasks with a market proven CRM integration solution? Or are you still using spreadsheets as a customer database or over paying for CRM modules that you are not using?

BPA Platform’s CRM integration connectors and mobile-ready CRM software ensures that all relevant data is automatically pushed into your CRM platform and automates numerous processes to help you manage customer and prospect relationships, interactions and communication.

CRM processes we have automated for organizations include:
  • CRM integration connectors for Salesforce, HubSpot, Microsoft Dynamics CRM, SugarCRM, Sage CRM, Infor CRM and more
  • Email marketing integration with CRM software, including HubSpot, dotmailer, MailChimp, CommuniGator, ExpertSender, Communicator, Elastic Email and Marketo
  • Bidirectional syncing of customer data from other systems into CRMs
  • Monitoring CRM software for anomalies, duplicate information, etc.
  • Automatically scheduling follow up activity, including cross-sell and upsell opportunities
  • Notifying account managers of changes to customer or partner information
  • Automating targeted marketing campaigns and profiling
  • 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

What do you want to Automate?

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