Netiks | CRM Integrated View: Customer Segmentation

Integrated View

The Netiks Integrated View seamlessly displays data stored outside CRM within CRM screens. It provides advanced queries that enable the segmentation of customers based on their transaction details without the need to import them into CRM and lets you select a portion of the outreached data to perform typical CRM actions such as Case Management or Sales Follow-up actions.

With the Integrated View in place, no need to duplicate transactional data.
No need for daily synchronization batches, no need for developing integration programs that require constant monitoring and maintenance. Data stays where it belongs and CRM reaches out for it. Practically, you can keep your Accounting, Inventory, Payments, Policies, Claims or other transactional data where it belongs while accessing it for CRM purposes like segmentation, case handling or sales follow-up actions for example.

The Integrated View comes with a powerful Configuration Tool that “discovers” the extended data structure and helps you map it into CRM.

  • Create virtual entities in CRM that holds data from external data sources
  • Keep your transactional data in their systems and access them within CRM screens
  • No more data duplicated in many systems
  • No more development of custom integration applications
  • No more execution daily synchronization batches
  • No need for coding skills
  • Connect to Web Service, WCF Service, and Web API to show real-time data in
    CRM Connect to Database to query data and segment your customers
  • Save your search query in CRM
  • Fully integrated with CRM
  • Easily pluggable in CRM Forms and sitemap
  • Easily populate information from the Integrated View results to CRM forms/fields
  • Supports Multiple instances
  • Supports Multiple languages
  • Use Integrated View service to query and read data from external data Reduce storage cost
  • Supports CRM 2011, 2013, 2015 and Dynamics 365
  • Supports any web application
  • Segment your customers using Integrated View and synchronize the marketing lists - Discovery of data sources schema
  • Increase sales using the Sales Recommendations add-on that is based on the Integrated View.




Advanced Query


Integrated View