RxSafe Uses PieSync to Synchronize CRM, Google Contacts, and Zendesk
公司规模
SME
地区
- America
国家
- United States
产品
- PieSync
- Capsule CRM
- Google Contacts
- Zendesk
技术栈
- APIs
实施规模
- Enterprise-wide Deployment
影响指标
- Productivity Improvements
- Customer Satisfaction
技术
- 应用基础设施与中间件 - 数据交换与集成
适用行业
- 医疗保健和医院
- Software
适用功能
- 商业运营
- 销售与市场营销
服务
- 系统集成
- 软件设计与工程服务
关于客户
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.
挑战
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.
解决方案
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.
运营影响
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