Namely › HRIS for a Streamlined CRM Workflow

Key benefits for CRM users

• Improved employee experience: Engaged and empowered employees contribute to better customerCustomer Customer is an individual or an organization that purchases a product or signs up for a service offered by a business. interactions.
• Increased efficiency: Streamlined HR processes free up your CRM team’s time and resources.
• DataData Data is a set of quantitative and qualitative facts that can be used as reference or inputs for computations, analyses, descriptions, predictions, reasoning and planning.-driven decisions: Insights from Namely inform your CRM strategy and resource allocation.
• Enhanced collaboration: Streamlined communication between CRM and HR teams benefits your overall customer experience.
• Reduced costs: Eliminate manual processes and errors, optimizing your operational efficiency.

Namely offers flexible plans to suit your organizationOrganization Organization is a cohesive group of people working together and formally bound by a shared identity (e.g., one team, company, club, etc.) and a common purpose (e.g., business growth, athletic victory, etc.).’s size and needs. Visit their website or contact them to see how Namely can empower your HR and streamline your CRM operations.

See how Pipeliner’s enterpriseEnterprise Enterprise (in the context of sales) is a relatively large organization typically composed of multiple levels, locations, and departments which need multi-layer software systems that support collaboration across a large corporate environment.-scale API integration platform can transform your business. Request a demo today of Namely integration and automation.

About Namely

Elevate your employee experience and HR processes with Namely, the modern and intuitive HRIS platform that seamlessly integrates with your CRM. Namely goes beyond traditional HR, offering a comprehensive suite of features to:

• Simplify OnboardingOnboarding Onboarding is the process or act of introducing a new customer to your product or service; or integrating a newly hired employee into your workforce or team. & Payroll: Automate onboarding processes, streamline payroll, and ensure tax compliance, freeing up time for valuable CRM tasks.
• Empower Your People: Equip employees with self-service tools for managing benefits, time off, and performance reviews, promoting engagementEngagement Engagement is the state or process of keeping a specific class of audience (employees, management, customers, etc.) interested about a company or brand and invested in its success because of its perceived relevance and benefits to the audience. and reducing administrative burden.
• Gain Valuable Insights: Leverage data-driven analyticsAnalytics Analytics is the active study of different types of data with the aim of discovering meaningful patterns and translating these into insight (such as historical analyses and forecasts), or action (such as those intended to improve business performance). to understand employee demographics, trends, and engagement, informing strategic decisions within your CRM strategy.
• Boost Collaboration: Foster seamless communication and teamwork with collaborative features like company wikis and internal messagingMessaging Messaging is the process of communicating your brand’s value proposition, the benefits you offer, and the perceived meaning of such communication among your target audience., enhancing engagement and productivity.
• Seamless CRM Integration: Namely integrates with leading CRM platforms, creating a unified system for managing customer relationships and employee interactions.