Case Studies RxSafe Uses PieSync to Synchronize CRM, Google Contacts, and Zendesk

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	RxSafe Uses PieSync to Synchronize CRM, Google Contacts, and Zendesk

RxSafe Uses PieSync to Synchronize CRM, Google Contacts, and Zendesk

Technology Category	Application Infrastructure & Middleware - Data Exchange & Integration
Applicable Industries	Healthcare & Hospitals Software
Applicable Functions	Business Operation Sales & Marketing
Services	Software Design & Engineering Services System Integration
Challenge	Brian Kichler, VP of Customer Operations at RxSafe, had been searching for a seamless way to share contacts between Google Contacts and Capsule CRM bidirectionally. RxSafe attempted to create their own bidirectional sync using APIs and ad-hoc methods, but they found they were unable to detect and delete duplicates. Kichler was also looking for a way to cut down on data entry work into Capsule CRM. Read More
About Customer	RxSafe is a U.S.-based company specializing in pharmacy automation technology. Their robotic system stores, retrieves, and manages inventory for pharmacies, aiming to streamline operations and improve efficiency. The company is focused on providing innovative solutions to enhance the workflow within pharmacies, ensuring that inventory management is both accurate and efficient. With a dedicated team and a strong focus on customer satisfaction, RxSafe is committed to leveraging technology to solve complex problems in the pharmacy sector. Read More
Solution	RxSafe’s overall strategy is to use both Capsule CRM and Zendesk through PieSync, and use Google Contacts to keep the staff on the same page with up-to-date information on customers and prospects. This integration ensures that teams in the field have immediate access to necessary contact information, eliminating the need for time-consuming phone calls. PieSync has also helped RxSafe manage their data more efficiently, eliminating the need for multiple import/export operations and repetitious data entry. By setting up the integration once in either Capsule CRM or Google Contacts, PieSync handles the synchronization, saving significant time and effort. Read More Log in to view content
Contents

Technology Category

Application Infrastructure & Middleware - Data Exchange & Integration

Applicable Industries

Healthcare & Hospitals

Software

Applicable Functions

Business Operation

Sales & Marketing

Services

Software Design & Engineering Services

System Integration

Challenge

Brian Kichler, VP of Customer Operations at RxSafe, had been searching for a seamless way to share contacts between Google Contacts and Capsule CRM bidirectionally. RxSafe attempted to create their own bidirectional sync using APIs and ad-hoc methods, but they found they were unable to detect and delete duplicates. Kichler was also looking for a way to cut down on data entry work into Capsule CRM.

About Customer

RxSafe is a U.S.-based company specializing in pharmacy automation technology. Their robotic system stores, retrieves, and manages inventory for pharmacies, aiming to streamline operations and improve efficiency. The company is focused on providing innovative solutions to enhance the workflow within pharmacies, ensuring that inventory management is both accurate and efficient. With a dedicated team and a strong focus on customer satisfaction, RxSafe is committed to leveraging technology to solve complex problems in the pharmacy sector.

Solution

RxSafe’s overall strategy is to use both Capsule CRM and Zendesk through PieSync, and use Google Contacts to keep the staff on the same page with up-to-date information on customers and prospects. This integration ensures that teams in the field have immediate access to necessary contact information, eliminating the need for time-consuming phone calls. PieSync has also helped RxSafe manage their data more efficiently, eliminating the need for multiple import/export operations and repetitious data entry. By setting up the integration once in either Capsule CRM or Google Contacts, PieSync handles the synchronization, saving significant time and effort.

Impact #1	The combination of PieSync, Capsule CRM, Zendesk, and Google Contacts helps RxSafe manage their client data more efficiently, allowing them to focus on business growth.
Impact #2	PieSync works in the background to sync contacts two-way and in real-time, ensuring access to the most up-to-date customer information.
Impact #3	The integration eliminates the need for multiple import/export operations and repetitious data entry, saving significant time.

Impact #1

The combination of PieSync, Capsule CRM, Zendesk, and Google Contacts helps RxSafe manage their client data more efficiently, allowing them to focus on business growth.

Impact #2

PieSync works in the background to sync contacts two-way and in real-time, ensuring access to the most up-to-date customer information.

Impact #3

The integration eliminates the need for multiple import/export operations and repetitious data entry, saving significant time.

Benefit #1	Save time spent on data entry.
Benefit #2	No more import/export of contacts.
Benefit #3	One database across all cloud apps.

Benefit #1

Save time spent on data entry.

Benefit #2

No more import/export of contacts.

Benefit #3

One database across all cloud apps.

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Overview

RxSafe Uses PieSync to Synchronize CRM, Google Contacts, and Zendesk

Operational Impact

Quantitative Benefit