Efficy CRM Guide
Import or export your orders from one application to another.
Synchronise contacts and customers between your applications.
Keep control of your accounting by exporting your transactions.
Use your customer data to improve your sales.
There are many possible and feasible scenarios, but the main reason our customers use it is to make a regular backup of their important data.
Yes, but it can becomes complex and risky in terms of data loss. We therefore recommend a case-by-case solution, with a personalised follow-up with our support.
Efficy provides sales personnel full visibility of different sales pipelines. An interface displays the progress stages for each deal with the complete details for next actionable items. The activity & goal feature allows users to track the pending activities in each pipeline. Efficy also offers custom sales reporting tools to monitor individual and team level targets, analyze sales data and generate visual reports.
Efficy's mailing system seamlessly integrates with multiple email service providers including Outlook, Gmail and Yahoo. Users can send and receive emails from multiple accounts using their Efficy account. The solution also integrates with various leading CRM tools to transfer contact details, communication history and other information across applications. Apart from these, the solution also integrates with Google Maps, MailChimp, Trello and Zapier.
Tips to integrate Efficy CRM and SQL data easily
Efficy CRM is an online CRM which organises the management of your business activity and your customer service to increase your ROI.
The Synchron SQL connection tool allows you to access your database in order to import data or export it towards another application.