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Quiddity and third-party application integration to streamline your business activities
CRM is an asset for any Australian business as it is a treasure trove of customer data. With this data, businesses can easily identify ways to engage with their customers and establish profitable relations. However, there are other solutions also such as Xero, MailChimp that store clients’ or prospects’ information.
The integration of CRM with other applications of any businesses’ technology stack is an ideal way to obtain all the required details of any customer/prospect without switching between multiple screens. Have a look below to learn the applications with which the Quiddity CRM is integrated with and how you can streamline different business activities because of the integration.
Monitor the transactions, invoices and other accounting entities wtithout leaving your CRM environment.
Target the right set of audiences by accessing the statistics of your MailChimp campaign within the Quiddity application.
Automate the process of data entry from Outlook email client to your CRM application with Outlook integration.
Plan your entire day with your Quiddity calendar which displays your Quiddity and Google/Outlook meetings.
Boost customer engagement by remaining on top of every email interaction with your customers.
Update your team members about any task’s progress and collaborate with Quiddity and Microsoft Teams integration.
Associate required files with every business entity and ensure that you don’t miss any of their important requirements.
Link numerous Google drive files within Quiddity CRM with any business entity and never miss any detail about the requirements.
Attach One Drive files with Quiddity entities from the Quiddity environment and retrieve detailed client’s information from the same interface.
Know your clients office location in Google maps when you enter their address details in Quiddity.