Customized Integration with Pipeliner CRM

Expand your CRM Platform with Pipeliner CRM

Today most of the simple CRM systems require only basic setup and preparation before organizations can begin using them. Other more complex frameworks like Salesforce, Microsoft Dynamics and Sugar CRM can require extensive customization before they can be implemented.

In most cases, the development work will substantially affect the final CRM productProduct Product refers to anything (an idea, item, service, process or information) that meets a need or a desire and is offered to a market, usually but not always at a price. and will be the most significant cost component.

This is very different with Pipeliner CRM. We have created the system to be as customizable as possible, but at the same time simple to implement. Customization is a substantial cost factor, and also a big time and resource factor–but it will be the basis for a successful CRM implementation.

It often happens that a company, in adopting Pipeliner CRM, may already have one or more legacy systems—such as ERP or database—on which they rely, and on which their customerCustomer Customer is an individual or an organization that purchases a product or signs up for a service offered by a business. 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. resides. While the company is interested in implementing Pipeliner CRM, the legacy system will still be in use. Hence there is an issue of sharing data between the legacy system and Pipeliner, on a regular and seamless basis.

Unless the legacy system is one for which an integration is already written—such as one of the 100+ apps offered through our Apps Store—a customized integration will have to be programmed so that Pipeliner and the legacy system or systems can function together.

Of course, we want you to be able to reap Pipeliner CRM’s many benefits! So if you are in this situation. there are 2 basic ways in which such integration can be accomplished.

#1: Customer-Programmed Integration

You can utilize your own in-house or contracted programmers to write an integration. We have provided all necessary technical data free of charge through our Application Program Interface (API).

#2: Pipeliner-Programmed Integration

Pipeliner can, through its staff of programmers and partners, program an integration for you. This is a service we regularly provide. Since our programmers are intimately familiar with Pipeliner, it is often a fairly rapid and painless procedure.

To obtain a quote for a custom integration from Pipeliner, please contact us.