CRM Integration into Existing Structures
Companies frequently work with a home-grown, complex, and heterogeneous IT infrastructure. CRM integration into the existing IT infrastructure, and especially data exchange with call center and contact center applications, groupware applications, and ERP systems such as inventory management, document management, and HR systems is mandatory today.
Only with a perfect interplay of CRM with existing third-party systems are flows continuous and efficient. Only the seamless linking of different systems allows an all-round view of all relevant customer data and produces smooth corporate processes without media breaks or data gaps. The optimal connection of different systems using defined processes and interfaces provides required data as needed and thus optimizes the workflows within the company.
In order to implement CRM integration into the existing structures of a company as easily and efficiently as possible, update offers various tools for perfect incorporation into existing system environments. These ensure the easy exchange and correct synchronization of corporate data. This is how the full potential of the individual applications can be used smoothly and synergies can be exploited completely thanks to the interplay with corporate processes.
Interfaces to your system environment
Bi-directional XML and Web services interfaces and BizTalk connectors
Preconfigured services simplify the integration of CRM functions into your entire application environment, including a variety of ERP systems (also certified for SAP NetWeaver®), so that customer-specific data is synchronized at all times. Both modules, update.seven webservices and update.seven interface are platform-independent and based on SOAP and XML, and they allow a data exchange with any XML-capable systems such as Microsoft BizTalk.
For additional details and information about the products:
Telephone integration
For your outgoing and incoming calls
From the technical and process points of view, update.seven phone is deeply embedded in the CRM suite: Inbound and outbound activities are part of the CRM processes of update.seven. It enables telephoning directly from the CRM solution on through to the automated detection of a caller with subsequent automatic processes. update.seven phone offers the optimal solution for telemarketing and call center applications.
For additional details and information about the products:
Appointment, calendar and e-mail synchronization
Integration for your groupware solution
The update.seven groupware products automatically synchronize e-mails, appointment, and contact data between update.seven and Microsoft Outlook® or Lotus Notes®. Thanks to the integration into the CRM solution, your customers' contact history is completed automatically. At the same time, groupware system data can be enriched from the CRM. This is how all customer information is available to all CRM users and groupware users can be incorporated into the CRM process. Each employee therefore - even when using mobile devices - has access to the company-wide communication with your customers.
For additional details and information about the products:
Industry customers:
CRM for Construction & Manufacturing
Life Science customers:
CRM for pharmaceutical and medical technology industry
Financial service customers:
Financial services companies using update CRM
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