The Need For CRM integration

CRMs are great for Sales processes, but only AFTER the data has been collected
CRM alone doesn't deliver

Businesses Need CRM integration

For a significant portion of the companies seeking an effective CRM solution, there is no single out-of-the-box solution available today. Visit our ecommerce CRM integration Resource Center for more information.

There are multiple challenges that the CRM application needs to address in order to provide a solution for unique and sometimes complex business models:

  • Baseline CRM Functionality
  • Ability to Share data in real time
  • Available or custom workflows
  • Custom functions and reporting
  • integrations with other applications
 
Zoho CRM integration - Deals dashboard

Out of the box systems simply cannot provide answers to all of the above scenarios. Though Baseline CRM Functionality and Real-Time Data Sharing are available in most out-of-the-box systems today, there are no solutions available that truly address the need for unique workflows, custom functionality & integration.

Think about some of the sales terms that you've heard; sales insight, at-risk clients, probability. The list goes on forever. The only thing that limits your ability to address those issues and concerns is data. The data that tells you about clients who's purchasing has dropped 75% in the last three months. Data that tells you a "regularly active" client hasn't logged into the portal for over three months. This is the kind of data that provides your sales team with the kind of insight they need to truly manage their clients, understanding their behaviors, activities and needs accurately.

A CRM Must Match & Exceed Your Business Needs

Finding the Right CRM Solution

Clarity Ventures addresses the need for a complete CRM solution by providing intelligent, custom solutions for your business model. Our solutions begin with a solid base CRM system, which either Clarity provides, or works with you to choose the one that best meets your business needs. Clarity has worked and integrated all the top CRMS (Salesforce, Zoho, Microsoft Dynamics CRM, SugarCRM, Agile CRM and more).

Here are just some of the benefits of an integrated CRM solution from Clarity:

Baseline CRM Functionality
  • Built-In Data Sharing
  • Reporting and Tracking
  • Security & Authorization
  • E-mail Notifications
  • Lead Capture & Nurturing
  • More...
Customizable Functionality
  • Unique Workflow With Custom Steps and Approvals
  • User Access Levels and Visibility
  • Custom Calculation, Data Processing, and Data Linking
  • Custom Design, Layout, and Presentation
  • integration With Pre-Existing & Proprietary Systems
  • More...
Meeting the CRM Demand

Sales Enablement & Engagement

After successfully building and launching more than 1,300 websites, mobile apps and portals, and more than 3,000 integrations, Clarity is well aware of the value a CRM has to a high-performant sales team. Manned with the right data, and in the hands of experienced sales personnel, the CRM is the most potent of weapons, tools if you wish, in accomplishing your company's sales goals.

With the technology available today, more and more customers are demanding quicker and more effective CRM solutions. Doesn’t it make sense to back your team with the tools necessary to deliver on this need? This is where Clarity Ventures comes in. Complete customization within a solid, proven CRM framework, integrated with your front-office website, ecommerce store, portal or marketplace. That’s the Clarity difference.

With the technology available today, more and more customers are demanding quicker and more effective solutions.