Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

Noojee Campaigner provides an interface which allows it to directly import leads from your existing CRM. Many CRM's allow you to create and manage lists of leads (often referred to as a Campaign). The import interface can import a campaign directly from your CRM's database (SQL) or a web service (SOAP, REST...) if your CRM provides one.Image Modified

The image shows the simplified import operation. The CRM is considered an external Source and a campaign within the CRM is considered an External List. Importing the data from the CRM  is as simple as as selecting the appropriate External Source and then the External List. Clicking Save will import the the complete list in a few seconds.

AdvantagesIntegration

Greatly simplified import process.

Stops theft of leads as staff don't need to have access to raw lead data.

DisadvantagesIntegration

Generally requires the development of a custom import module. In some instances Noojee will already have developed a standard importer for your CRM.

...