Overview
Inaport provides full data management for SageCRM and SageCRM.com in one, easy solution with full support
for versions 6.x and 7.x.
While providing extensive power for data transformation and matching, Inaport also seeks to make
integration between back office systems and SageCRM as straightforward as possible,
with extensive business logic implementing a deep understanding of the requirements of the
SageCRM database.
Migrate
Inaport has been used for many migration projects from legacy CRM systems to SageCRM,
and for upgrading old SalesLogix systems to new.
Standard maps are available free of charge for systems such as ACT!, GoldMine or Salesforce to SageCRM.
- Move all major entities such as Account, Contacts, History, Activities, Opportunities and Email
- Re-assign record ownership on the fly
- Populate picklists from source data
InaPlex complements the standard maps with deep expertise and professional services. We are able to assist
in simple or complex migration projects, ensuring that all your data is moved accurately and cost effectively.
Integrate
Integrate your on-premise or hosted SageCRM system with other enterprise sources
- Leads from Excel, Access, text files
- Automatically handle web databases, marketing campaigns, telemarketing
- Populate and update Companies with ERP data such as order history, products
- Synchronize CRM data with other applications
Matching
When importing data into a CRM system, it is vital to ensure that the correct records are updated
and that duplicates are not created.
Inaport provides an array of sophisticated techniques for matching accounts, contacts and any other data
in the CRM system. Different methods can be used in the same job for different types of records, allowing
you to handle complex requirements an optimise performance. More information here.
Data Transformation
Customer data frequently requires reformatting to ensure consistent, accurate
and clean information is transferred. Inaport provides an extensive library of functions for
data transformation and manipulation; the ability to add new fields to incoming data;
and the ability to perform extensive conditional tests on data to allow for action based on data quality.