Integration Services

Track Sales with activity history and prospects moving down the funnel

Sales and Marketing departments are increasingly sharing the sales funnel as they align strategies to more effectively fill the sales pipeline. Maintaining a tight connection between your CRM and demand generation solutions is critical to give sales the information they need to effectively engage and convert new leads. FranchiSoft provides integration with popular CRM solutions to provide detailed customer activity information to Sales without requiring them to learn yet another application.

• Synchronize with popular CRM systems, including salesforce.com and Microsoft CRM
• Keep data current in both applications with selectable synchronization
• Avoid CRM clutter by keeping non-sales ready leads in FranchiSoft
• Browse active FranchiSoft prospects from within salesforce.com without having to add them to the salesforce.com database
• Use salesforce.com tools to build dashboards and analyze FranchiSoft “prospects” in the same way you do salesforce.com “leads” and “contacts”
• Integrate with your existing franchise management applications