Agile CRM

 Integration

Customer Relationship Management (CRM) Software

Unlock the Full Potential of Agile CRM with Tonkean Integration

Agile CRM is a robust platform offering a suite of features for contact management, marketing automation, telephony, analytics, and more. However, many enterprise operations professionals, especially in procurement, legal, and IT, face challenges in maximizing its capabilities due to manual processes and lack of integration. This is where Tonkean comes in.

Automate Manual Data Entry

One of the most common challenges with Agile CRM is the manual data entry involved in maintaining accurate records. This often leads to errors and inefficiencies. With Tonkean's automation platform, you can eliminate the need for manual data entry by automatically capturing and updating information in your CRM. This not only improves data accuracy but also frees up your team to focus on more strategic tasks.

Seamless Integration Between CRM Entities

Managing entities such as Deals and Companies within Agile CRM can be cumbersome without proper integration. Tonkean enables seamless integration across these entities, allowing you to streamline processes and ensure that all relevant information is easily accessible. This integration capability extends to other tools and apps, such as Zendesk for customer support or Google Sheets for data analysis.

Real-Time Customer Interaction Tracking

Tracking customer interactions in real-time is crucial for timely follow-ups and maintaining strong customer relationships. Tonkean's platform provides real-time alerts and updates, ensuring that your team is always informed and able to respond swiftly. Explore our blog on real-time tracking for more insights.

Standardize Follow-Up Processes

Inconsistent follow-up processes can lead to missed opportunities and customer dissatisfaction. Tonkean helps standardize these processes by creating automated workflows that ensure every customer interaction is followed up in a timely and consistent manner. Learn more about how our intelligent request classification can enhance your CRM experience.

Enhance Sales Process Visibility

Understanding the customer journey and sales process is essential for driving growth. Tonkean provides comprehensive analytics and reporting tools that offer visibility into every stage of the sales process. This allows you to identify bottlenecks, optimize workflows, and ultimately enhance your sales performance. Discover the power of spend analytics and reporting with Tonkean.

With Tonkean, Agile CRM becomes more than just a tool; it becomes a strategic asset that empowers your teams to track, nurture, and sell like pros. Visit our get started page to learn how you can begin transforming your CRM processes today.

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Version
1.0.0
Last Updated
June 18, 2022
Categories
Entities
Actions
Integrations

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Semrush
"
We've taken our cycle time from 19 days to 10. We've dramatically reduced the time it takes to sift through all of these orders that are coming through via email, via Slack and other web forms. It's created all of that efficiency, allowing our teams to do more with a lot less. We're thrilled about having Tonkean in-house.
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Alejandro Fernandez, Head of Global Procurement, Semrush
Google
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I have seen first-hand the impact that Tonkean can make in transforming complex processes at enterprise scale, resulting in millions of dollars saved from removing time-consuming manual tasks and eliminating other one-off solutions, Empowering an operations team to be innovative while reducing change management is a game changer.
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Mary O'Carroll, former President of CLOC and Head of Legal Operations at Google.
Workday
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Tonkean has been great for our team because we can supplement certain business practices that we've been doing manually and automate them and we don't need to involve business technology we can take risks we can try things out because it's us doing the no code behind the scenes which I think is really key and impactful and we can see the ROI and benefit right off the bat.
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Frances Pomposo, Senior Director of Legal Operations and Chief of Staff to General Counsel
Tonkean is a leader in Business Process Management on G2
Tonkean is a leader in Business Process Management on G2
Tonkean is a leader in Business Process Management on G2
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