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Posts from the ‘General’ Category

Developing a Custom API for Cloud and On-Premises Integration

Integration between on-premises and cloud systems, for instance to retrieve on-line CRM data, can be achieved with the development of a custom API. This blog describes how.

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Cloud and On-premises Integration Tips

Use of the Cloud for software and services continues to grow even as companies retain on-premises solutions. Managing the performance of these hybrid environments has many challenges, including performance issues. This post looks as ways of improving integration performance in the hybrid setup.

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Overcoming the Real Challenges of a CRM Migration Project

Moving to a new CRM system remains fraught with obstacles and is difficult to fully automate. This post examines the reasons it can be so hard to move to a new CRM system, and presents techniques for overcoming the real CRM migration challenges.

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Close More Business with Improved Lead Management

The need to respond rapidly to online leads has been well known for several years, so a recent Berkeley intern at InaPlex was excited to be involved in lead management projects. In this post she describes the positive impact that InaPlex apps, including a lead router, had on helping to improve client efficiency.

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A Tale of CRM Migration

If you've ever moved to a new CRM system you'll appreciate this cautionary tale about CRM Migration. Let us know how it fits with your experience.

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How Would You Survive The Game Of Thrones?

Are you a Game of Thrones fan? With Season 6 imminent, we thought you'd enjoy seeing how you'd survive in Westeros with our Game of Thrones Management Style Quiz.

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InaPlex CRM Migration Toolkit

Download the InaPlex CRM Migration Toolkit for a successful move to your new CRM system.

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Fast, Secure Access to Cloud CRM with a Custom API

Financial Service Providers can offer clients direct access to their cloud database, for instance for leasing or insurance details. A custom API can be a the best way to provide secure, real-time access to cloud resident information. This post explains why.

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5 Steps to Better CRM Apps

Different business needs often drive the development of apps to complement CRM use. This post presents steps that can be used to build better CRM apps.

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Smarter, Faster Lead Allocation for The Predictive Index

Want to close more business? Industry benchmark research indicates that conversion rates increase dramatically if leads can be issued and called on in under 10 minutes. Here we show how InaPlex developed a lead router for The Predictive Index which provided them with fully automated, accurate and rapid lead allocation.

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