Integrated View

The Netiks Integrated View brings your external data right into your CRM screens, making it easy to see everything in one place. With advanced queries, you can segment customers based on their transactions without importing them into your CRM. This means you can take typical CRM actions like Case Management or Sales Follow-up with just a portion of the data.

By seamlessly integrating with CRM solutions, AI-powered CRM, and banking CRM software, the Netiks 360CRM and Netiks 360Bank systems ensure a personalized customer experience and secure digital interactions. These digital transformation tools and AI-driven customer insights help you enhance your customer relationship management and boost business performance with ease.

Business Value

No need to duplicate transactional data with our Integrated View. Forget about daily synchronization batches or constantly maintaining integration programs. Data remains in its original place, and the CRM reaches out to it seamlessly. You can keep your Accounting, Inventory, Payments, Policies, Claims, or other transactional data where it belongs while accessing it for CRM needs like segmentation, case handling, or sales follow-up.

Our Integrated View features a powerful Configuration Tool that discovers your extended data structure and helps you map it into the CRM effortlessly.

With our advanced digital solutions and AI-powered CRM, you can enjoy a personalized customer experience and secure digital interactions. Whether you're using Microsoft Dynamics 365 CRM or our specialized Netiks 360CRM and Netiks 360Bank software, our customer relationship management tools and business performance software ensure you get the most out of your data.

Embrace digital transformation tools and sales automation software to elevate your CRM for financial services and drive AI-driven customer insights.

Technical Features

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.