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Conflux Consultants uses PieSync to keep Insightly and Outlook in sync
技术
- 应用基础设施与中间件 - 数据交换与集成
- 平台即服务 (PaaS) - 连接平台
适用行业
- Professional Service
适用功能
- 商业运营
- 销售与市场营销
服务
- 软件设计与工程服务
- 系统集成
挑战
Clive Hornsby, a former Data Analyst and Marketing Expert, faced the challenge of managing contact data efficiently. After detecting new customers or prospects via social media or personal contact, Clive would add them to his Outlook account. However, he and his team needed to centralize all their contact data into one central source of truth to get a 360° view of their customers and prospects. The Conflux team chose Insightly CRM to fulfill this role, but there was a lot of trial and error before they discovered PieSync.
关于客户
Conflux Consultants Ltd. is a team of individual professional businesses with specialist skills who collaborate to provide creative and marketing services to businesses. Located in Cheshire East, United Kingdom, Conflux Consultants works to improve the first impression online of their clients and increase the ROI of all their marketing activities. They build lists for companies looking to expand with their List Building Accelerator Service, used by the World's Biggest Brands. The team understands the importance of SEO and Social Media to capture the right type of leads and offer them the right type of service. Currently, they are using PieSync to help them manage a solid database that they’ve created.
解决方案
Conflux Consultants established an integration with PieSync between Outlook and Insightly. This configuration synced all customer and prospect data to Insightly CRM, so the entire team has access to correct, up-to-date data. Clive and his team categorize their clients according to their needs. For instance, if a prospect is concerned about his lack of reviews online and reaches out to Clive, this information is added to Outlook and automatically synced to Insightly. This ensures that every team member has access to crucial information. Additionally, Conflux Consultants is using PieSync’s Intelligent Syncing Feature to track contacts back to their source by adding tags to know which team member referred a particular contact.
运营影响
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