Direct sales network
Killing a weekly copy-paste marathon.
Weekly report import
- Fetch portal report✓
- Map custom fields✓
- Update contacts in CRM✓
- Recognition messagesSent
- Manual exports0
The problem
Every week, sales reports were exported from a third-party portal, cleaned by hand and imported into each client's CRM.
What we built
Automated extraction of sales reports into each client's CRM, mapping custom fields so recognition and goal messages fire automatically.
Tools used
- CRM API
- Custom scripts
- Data transformation
Outcome
The weekly marathon is gone. Recognition messages go out on time, every time.
Services used in this project
- Custom automation & integration
Connect any systems. Kill the copy-paste.
- Data cleanup & migration
Clean, merge and move your data without losing history.
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