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SALES & MARKETING AUTOMATION
Your Customer Relationship Management (CRM) software is vital to your business. But, typically, these systems do not provide robust content management capabilities. By integrating with your existing CRM system you'll create a seamless connection between your core sales automation platform and the critical content that your sales team needs wherever they are working. Customer-related documents are all available at your fingertips—directly from the CRM of your choice.
Intuitive User Experience
No need for users to learn another system. A simple click from within your existing CRM displays a thumbnail image of the related content for a visual verification. Organize and manage all vital sales and marketing documentation and related processes for maximum accuracy and efficiency.
A Complete Customer View
Bringing together data from disparate sources and information siloes is critical for mapping a full customer journey. Customer contact information is housed within the CRM, order history in an ERP system, and contact terms in yet another. We integrate tightly with existing CRM, ERP, and other business systems so that every bit of information you need is in one place.
Use Cases
From Human Resources to Accounts Receivable, every application/use case is different. See how Canon Solutions America can manage everything.
CRM Automation
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