Import contact or lead information from Excel, Access, text files or web site, using simple or sophisticated matching techniques to prevent duplicates.
Import accounting information about Accounts or Contacts; for example, order history, current sales, year to date summary information. Extensive data transformation capabilities with user preview ensure that the data is presented in the format required.
Export contact information to be verified by a tele-marketing operation, then update the CRM system with the results.
Synchronise CRM information with corporate ERP systems.