Eligeo has worked with a number of different CRM systems over the years. Each of them has their own quirks and issues but our ultimate goal is to get as much if not all of your data converted into an easy to use format in Sugar.
One of the most common requests we receive is to tie data from other systems such as order entry, ERP or other operation systems back into the CRM so that you can report and manage the information from one system.
Pushing data to other systems such is another common request. This could include notifying marketing systems or ERP systems of a new quote generation.
We work with a number of partners including Zapier and in some cases, custom code, to build out highly efficient workflow processes to improve the processes within your business.