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实例探究 > RxSafe Uses PieSync to Synchronize CRM, Google Contacts, and Zendesk

RxSafe Uses PieSync to Synchronize CRM, Google Contacts, and Zendesk

技术
  • 应用基础设施与中间件 - 数据交换与集成
适用行业
  • 医疗保健和医院
  • Software
适用功能
  • 商业运营
  • 销售与市场营销
服务
  • 系统集成
  • 软件设计与工程服务
挑战
Brian Kichler, VP of Customer Operations at RxSafe, had been searching for a seamless way to share contacts between Google Contacts and Capsule CRM bidirectionally. RxSafe attempted to create their own bidirectional sync using APIs and ad-hoc methods, but they found they were unable to detect and delete duplicates. Kichler was also looking for a way to cut down on data entry work into Capsule CRM.
关于客户
RxSafe is a U.S.-based company specializing in pharmacy automation technology. Their robotic system stores, retrieves, and manages inventory for pharmacies, aiming to streamline operations and improve efficiency. The company is focused on providing innovative solutions to enhance the workflow within pharmacies, ensuring that inventory management is both accurate and efficient. With a dedicated team and a strong focus on customer satisfaction, RxSafe is committed to leveraging technology to solve complex problems in the pharmacy sector.
解决方案
RxSafe’s overall strategy is to use both Capsule CRM and Zendesk through PieSync, and use Google Contacts to keep the staff on the same page with up-to-date information on customers and prospects. This integration ensures that teams in the field have immediate access to necessary contact information, eliminating the need for time-consuming phone calls. PieSync has also helped RxSafe manage their data more efficiently, eliminating the need for multiple import/export operations and repetitious data entry. By setting up the integration once in either Capsule CRM or Google Contacts, PieSync handles the synchronization, saving significant time and effort.
运营影响
  • The combination of PieSync, Capsule CRM, Zendesk, and Google Contacts helps RxSafe manage their client data more efficiently, allowing them to focus on business growth.
  • PieSync works in the background to sync contacts two-way and in real-time, ensuring access to the most up-to-date customer information.
  • The integration eliminates the need for multiple import/export operations and repetitious data entry, saving significant time.
数量效益
  • Save time spent on data entry.
  • No more import/export of contacts.
  • One database across all cloud apps.

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