加速 CRM 集成：Tactic 与 Paragon 的成功案例
技术
- 应用基础设施与中间件 - 数据交换与集成
- 应用基础设施与中间件 - 中间件、SDK 和库
适用行业
- 建筑物
- 水泥
适用功能
- 销售与市场营销
用例
- 楼宇自动化与控制
- 时间敏感网络
服务
- 系统集成
关于客户
Tactic 的客户是高增长科技公司的企业收入团队。其中包括 Workfront (Adobe) 和 GoCardless 等公司。这些客户需要原生 CRM 集成来收集可行的见解并跟踪这些见解对其销售渠道的影响。
挑战
Tactic 是一家提供无代码工具的公司，用于从非结构化数据中提取可操作的见解，该公司面临着将其产品与客户的 CRM 数据集成的挑战。这种集成对于他们的企业收入团队和满足客户的需求至关重要。内部构建集成既耗时又昂贵，导致路线图延迟。
解决方案
Tactic 在 Paragon 中找到了解决方案，该平台使他们能够快速轻松地与 Salesforce 等 CRM 系统构建集成。 Paragon 的 SDK 简化了实施过程，可在几分钟内提供身份验证并与 Salesforce 建立工作连接。 Tactic 能够构建安全、低代码的工作流程，将客户的 Salesforce CRM 数据提取到他们的应用程序中。 Paragon 团队的支持和集成专业知识也有助于快速实施。
运营影响
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