CRM Systems in Group Sales

If your organisation already has company contact information stored within a CRM system, Group Sales can be enhanced to integrate with that third party system.

Group Sales integrates with SalesForce, providing the following functions:

• Search SalesForce accounts and contacts from within Group Sales .
• Link a Group Sales booking with a SalesForce opportunity and update the opportunity with a booking status.

Group Sales integrates with Dynamics, providing the following functions:

• Search for Dynamics contacts from within Group Sales.
• Group Sales will automatically creating a matching booking for each opportunity you create in Dynamics. If you change that booking's status, Group Sales will update the matching opportunity's status.

Note: When CRM integration is on, only customer company and contact information is maintained within the CRM system. Public contact information (contact information for general public) is maintained within Group Sales.