CRM Data Services
If you need your existing Customer and Prospect lists in your CRM database, then let us make sure it is done right and with no fuss!
With hands-on experience in literally 1000's of CRM Projects, there is no data work too difficult for us!
Below is a list of some of the most common Data Services that we have delivered for our many clients:
- Get your Outlook address book information into your CRM Database (including your Outlook Activities!)
- Get all of your Excel spreadsheets imported into your CRM Database (and clean up your duplicate records!)
- Get your Customer information out of your Accounting system (such as MYOB, Xero or Quickbooks) and into CRM Remember to speak to our CRM Specialist about the MYOB/Xero Quickbooks link!
- Import information into special tables in CRM (such as importing data into the Activities, History, or Opportunities areas! We can even import your data into the Groups and Companies areas as well!
- Need to get your Customer information out of another CRM? We have migrated customer information from Goldmine, Maximiser, Salesforce.com, Microsoft Dynamics, Hubspot, Pipedrive, Zoho and countless other CRM solution's.
No matter what your Data requirements are, there is no data job too big or small (nor too tricky) for us. Call our team now on 1300 654 905 to speak to one of our CRM Specialists, or click on the link below and one of our CRM Specialists will contact you.
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