Your CRM system is the centre piece of your business systems. Eligeo can help you migrate data from existing legacy systems or integrate into other systems to ensure a continuous flow of data.
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.