With the cleverbridge connector, Online, you can integrate your payment and subscription information with your other business systems, including CRM, ERP and marketing automation. Automate manual processes to reduce data entry errors and grow your business to the next level.
- Sync customer payment events with CRM systems like Salesforce, Dynamics 365 and SugarCRM so your sales team has the latest information and can contact customers when appropriate
- Send subscription payment details to your accounting or ERP system to ensure that your finance team is working with the most up-to-date information
- Use a marketing automation system like Marketo or Eloqua to communicate subscription information such as upcoming renewals to your customers
- Receive outbound notifications from cleverbridge for real-time integration using message maps in TCI Connect
- Work with contacts, purchases and subscriptions
- Source and target operations
- Cloud and on-premise agents