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CRM Platforms

One accurate view of every customer, kept in sync across every CRM you use.

What it is

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We work across Salesforce, HubSpot, and VanillaSoft. Multi-system CRM orchestration. Keeping customer data synchronized across platforms.

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What this looks like built.

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  • Automation

    Email Pipelines (Multi-Touch Automated Sequences)

    When a prospect fills out a 'Get a Quote' form, they don't just get one email. The system sends them a personalized sequence automatically. Even when your sales team is busy, leads are being nurtured automatically.

    Fully automated email sequences triggered by customer actions. Form submission, purchase, abandoned cart, date based follow ups. Integrated with CRM contact records.

    ForAny business with a sales follow up process.

  • Automation

    B2B Lead Generation & Enrichment Pipelines

    The system crawls business directories and public databases to find companies matching your ideal profile, enriches each record with contact info, scores them, and pushes them into your CRM. Your team wakes up to a queue of qualified leads.

    Automated systems that identify potential B2B customers, gather contact info and firmographic data, score their fit, and push qualified leads into a CRM.

    ForB2B sales teams, agencies, consulting firms.

  • Automation

    CRM Pipelines (Multi-System Orchestration)

    We build the integration layer that keeps all your CRMs and tools synced in real time. A change in one updates all. Your team has a single accurate view of every customer.

    Connecting and synchronizing multiple CRM platforms (HubSpot, Salesforce, VanillaSoft) so data flows without duplication.

    ForCompanies with multiple CRM tools and siloed data.

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Where it fits.

Work from the industries this service is built for.

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Often paired with.

  1. XS-01Full-Stack Software Development
  2. XS-02Data Engineering & Machine Learning
  3. XS-03Business Process Automation
  4. XS-04Cloud Infrastructure & DevOps
  5. XS-05Custom Business Systems
  6. XS-06Reporting & Business Intelligence
  7. XS-07Marketing & Web Platforms
  8. XS-08POS Systems & Restaurant Tech
  9. XS-10Low Voltage & Hardware

ATDT XIOSCONNECT 28800

Let’s build something.

Tell us what’s slowing the business down. We’ll tell you what we’d build.

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