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.
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.
The Customer Data Platform is creating a lot of buzz in the business world, but can it really deliver on its promises?
As a specialist in moving data to new CRM systems, InaPlex sees a lot of CRM migrations. Here we present 3 habits we frequently see in our more successful migration Partners.
InaPlex provides powerful CRM integration and migration tools which our Partners use to ensure cost-effective and successful project results. Here we talk about some of the problems with CRM migrations, and reveal the biggest mistake that companies can make when they move to a new CRM system.
Microsoft's Common Data System and associated tools such as PowerApps and Flow are indicative of the transformation occurring in enterprise integration. This post looks at several CRM integration techniques using new Microsoft tools and assesses their relative merits.
This post demonstrates how to automate importing account and contact data from Dynamics CRM or Salesforce into Microsoft's Common Data Service.
InaPlex is all about data and integration, so with the announcement of general availability of Microsoft PowerApps and Microsoft Flow I thought it would be useful to have a close look at the underlying database and integration capabilities of these new systems.
In this, the first of two posts on the topic, I summarize the native integration capabilities and limitations of PowerApps and Flow. The second posts will show you how to do a bulk import of data from Dynamics CRM or Salesforce into the Common Data Service. Free maps for the process will also be provided.
Between now and the end of 2016, InaPlex will provide a FREE Inaport license for customers wanting to use these maps for bulk import into the Common Data Service. Please contact InaPlex for your free license.
This post details two techniques for handling the transfer of Pick list fields (also known as Drop-down fields or Option Set fields) during a CRM migration or integration. The SQL examples provided below make it fast and easy to find relevant values and then map them to the destination CRM system.