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About Customer Relationship Management (CRM) Integration Compatibility

This feature is not available in all solutions. For more information, contact your supplier point of contact.

Overview

 

 

Qualified leads are an incredibly valuable resource. Zift123 enables visibility and tracking across the lead lifecycle.  This capability allows you to automate lead distribution and easily track ongoing partner interactions with prospects, including marketing touches and pipeline activities, with real-time updates. Channel partners receive leads either via intelligent email workflows or directly within their familiar CRM and SFA systems. You can track the progress of distributed leads across the entire sales cycle all the way through to close to see the amount of revenue each lead generates. Because of this lead tracking, you may need to change the status of a lead.

Zift integrates with leading CRMs so that you can receive leads and lead activities directly into your CRM. See CRM Configurations for details on our supported CRMs.

  • Zoho CRM
  • Sage CRM (6.0 or higher)
  • Salesforce
  • Microsoft Dynamics CRM (2011 or 2013)
  • Microsoft Dynamics AX
  • Sugar CRM (6.0.1 or higher)
  • Saleslink

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