Case Studies Conflux Consultants uses PieSync to keep Insightly and Outlook in sync

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	Conflux Consultants uses PieSync to keep Insightly and Outlook in sync

Conflux Consultants uses PieSync to keep Insightly and Outlook in sync

Technology Category	Application Infrastructure & Middleware - Data Exchange & Integration Platform as a Service (PaaS) - Connectivity Platforms
Applicable Industries	Professional Service
Applicable Functions	Business Operation Sales & Marketing
Services	Software Design & Engineering Services System Integration
Challenge	Clive Hornsby, a former Data Analyst and Marketing Expert, faced the challenge of managing contact data efficiently. After detecting new customers or prospects via social media or personal contact, Clive would add them to his Outlook account. However, he and his team needed to centralize all their contact data into one central source of truth to get a 360° view of their customers and prospects. The Conflux team chose Insightly CRM to fulfill this role, but there was a lot of trial and error before they discovered PieSync. Read More
About Customer	Conflux Consultants Ltd. is a team of individual professional businesses with specialist skills who collaborate to provide creative and marketing services to businesses. Located in Cheshire East, United Kingdom, Conflux Consultants works to improve the first impression online of their clients and increase the ROI of all their marketing activities. They build lists for companies looking to expand with their List Building Accelerator Service, used by the World's Biggest Brands. The team understands the importance of SEO and Social Media to capture the right type of leads and offer them the right type of service. Currently, they are using PieSync to help them manage a solid database that they’ve created. Read More
Solution	Conflux Consultants established an integration with PieSync between Outlook and Insightly. This configuration synced all customer and prospect data to Insightly CRM, so the entire team has access to correct, up-to-date data. Clive and his team categorize their clients according to their needs. For instance, if a prospect is concerned about his lack of reviews online and reaches out to Clive, this information is added to Outlook and automatically synced to Insightly. This ensures that every team member has access to crucial information. Additionally, Conflux Consultants is using PieSync’s Intelligent Syncing Feature to track contacts back to their source by adding tags to know which team member referred a particular contact. Read More Log in to view content
Contents

Technology Category

Application Infrastructure & Middleware - Data Exchange & Integration

Platform as a Service (PaaS) - Connectivity Platforms

Applicable Industries

Professional Service

Applicable Functions

Business Operation

Sales & Marketing

Services

Software Design & Engineering Services

System Integration

Challenge

Clive Hornsby, a former Data Analyst and Marketing Expert, faced the challenge of managing contact data efficiently. After detecting new customers or prospects via social media or personal contact, Clive would add them to his Outlook account. However, he and his team needed to centralize all their contact data into one central source of truth to get a 360° view of their customers and prospects. The Conflux team chose Insightly CRM to fulfill this role, but there was a lot of trial and error before they discovered PieSync.

About Customer

Conflux Consultants Ltd. is a team of individual professional businesses with specialist skills who collaborate to provide creative and marketing services to businesses. Located in Cheshire East, United Kingdom, Conflux Consultants works to improve the first impression online of their clients and increase the ROI of all their marketing activities. They build lists for companies looking to expand with their List Building Accelerator Service, used by the World's Biggest Brands. The team understands the importance of SEO and Social Media to capture the right type of leads and offer them the right type of service. Currently, they are using PieSync to help them manage a solid database that they’ve created.

Solution

Conflux Consultants established an integration with PieSync between Outlook and Insightly. This configuration synced all customer and prospect data to Insightly CRM, so the entire team has access to correct, up-to-date data. Clive and his team categorize their clients according to their needs. For instance, if a prospect is concerned about his lack of reviews online and reaches out to Clive, this information is added to Outlook and automatically synced to Insightly. This ensures that every team member has access to crucial information. Additionally, Conflux Consultants is using PieSync’s Intelligent Syncing Feature to track contacts back to their source by adding tags to know which team member referred a particular contact.

Impact #1	The integration with PieSync has allowed Conflux Consultants to centralize their contact data, providing a 360° view of customers and prospects.
Impact #2	The team can categorize clients according to their needs, ensuring that crucial information is accessible to all team members.
Impact #3	PieSync’s Intelligent Syncing Feature helps track contacts back to their source, adding tags to know which team member referred a particular contact.

Impact #1

The integration with PieSync has allowed Conflux Consultants to centralize their contact data, providing a 360° view of customers and prospects.

Impact #2

The team can categorize clients according to their needs, ensuring that crucial information is accessible to all team members.

Impact #3

PieSync’s Intelligent Syncing Feature helps track contacts back to their source, adding tags to know which team member referred a particular contact.

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Overview

Conflux Consultants uses PieSync to keep Insightly and Outlook in sync

Operational Impact