RxSafe Uses PieSync to Synchronize CRM, Google Contacts, and Zendesk
Customer Company Size
SME
Region
- America
Country
- United States
Product
- PieSync
- Capsule CRM
- Google Contacts
- Zendesk
Tech Stack
- APIs
Implementation Scale
- Enterprise-wide Deployment
Impact Metrics
- Productivity Improvements
- Customer Satisfaction
Technology Category
- Application Infrastructure & Middleware - Data Exchange & Integration
Applicable Industries
- Healthcare & Hospitals
- Software
Applicable Functions
- Business Operation
- Sales & Marketing
Services
- System Integration
- Software Design & Engineering Services
About The 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.
The 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.
The 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.
Operational Impact
Quantitative Benefit
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