Elissa Leif and Barbara Haupt knew that in order to continue to grow MiniMatters, their web video production and marketing company, they had to squeeze more effectiveness  from their own marketing and sales process.

They had hit an important growth speed bump - as they got busier with client work, how could they maintain good follow-up with their growing prospect list?

Barbara and Elissa had a good practice of taking in and tracking new leads. But as their business expanded, with more prospects and more pending proposals, they could no longer rely on their calendar and reminder systems. They needed a customer relationship management (CRM) system.

Saving tedious administrative time

But having a new CRM system meant more administration.

“I got to the point where I dreaded coming back from a successful networking function,” noted Elissa, who now needed to input each contact in two places: their CRM and email marketing systems.

She started searching for a solution and found SyncApps by Cazoomi®, which seamlessly synchronizes the data between Constant Contact and the major CRM products – including the all-important “opt-outs.”  After following the instructions to set up a sync profile, she could enter contact data once in the CRM, along with any notes and useful tagging for further follow-up. And being cloud-based, both she and Barbara could share the task without fear of double entry or over-writing.

Targeted mailings for sales results

Barbara and Elissa also realized that SyncApps could help them do a better job of nurturing their sales process through their email marketing. They had been sending out regular newsletters, but were sending out the same newsletter at the same time to all contacts on their list. SyncApps for Constant Contact enabled them to segment their mailing list and to classify prospects and current customers.

With their more tailored lists, they sent out their first segmented mailing to announce their new video marketing blog. 

Even this simple change had immediate impact. Within hours of their first mailing, they received a call from a prospect who wanted to talk that very day about having MiniMatters produce a video.

Three Steps to Getting Marketing and Sales in Sync

As a Constant Contact customer, MiniMatters was eligible for the Cazoomi “Free for Life” SyncApps program.  Get started with SyncApps for Constant Contact today and start nurturing your customers and leads with the right message delivered at the right time.

SyncApps by Cazoomi teams specialize in building integration service applications which subscribers can easily use and Twilio Call Tracking was high on the list to add to their portfolio of services.

After a 2 week Proof of Concept with Twilio and MailChimp teams, we had our initial design for the integrated service starting with NetSuite and are now rolling out the completed app this week.

Design:

• Build Twilio Connect configuration inside SyncApps for NetSuite to MailChimp subscribers
• Inside each Sync Profile a user could set up the Twilio Call Tracking Add-on in 5 minutes
• Easily purchase a Twilio phone number for Campaigns via Twilio Connect in SyncApps
• Assign Twilio phone numbers to MailChimp Campaigns for call tracking metrics
• Map Twilio phone numbers to existing Business Phone Number (I.e. Person, Group, or Company)
• Paste, add Twilio phone numbers into Campaigns
• Run Campaigns
• Pull Campaign data from MailChimp directly into NetSuite custom records for displaying on Leads/Contacts (enabling Sales)
• Gather all call data from Twilio automatically and review Campaign metrics using NetSuite's robust reporting engine

Download Operating Guide today!

Today our subscribers can utilize this robust application, at no cost, with Twilio Call Tracking Metrics inside their NetSuite dashboards.

Do you have to manage multiple online marketing campaigns internally or trying to track both onsite conversions and phone call conversions?

With the Twilio Call Tracking Add-on you can easily tie incoming phone calls to lead/contact records inside your CRM to capture real-time Email Marketing Campaign ROI.

Sign up for your Free Test Drive today!

• Sync & Capture data on every incoming call into your CRM
• Track every lead source and measure ROI easily
• Buy Twilio numbers from SyncApps and associate with an Email Marketing campaign
• Track Campaign Call History inside your CRM

(download)

Click here to download:

TwilioCallTrackingMetricsforNetSuite.mp4 (6.45 MB)

*Currently supported SyncApps: NetSuite to MailChimp

Many of our Salesforce & NetSuite SyncApps® subscribers let us know last year that they wanted a simple, effective way to use our integration service to improve their metrics in the entire order-to-cash cycle across the organization.

Main Goal: free up valuable cash that could be used to fund the accelerating growth of their business.

Our Salesforce team leads, paired up with the SyncApps team to design and implement our newest integration service to meet this need in the SyncApps® subscriber base;

Closed/won sales opportunities in Salesforce are instantly converted to Sales Orders in NetSuite for Sales managers to approve, Finance to Bill, with all critical Customer data updated in real time as well as all products syncronized.

Some of the key features requested & rolled out this year include:

Sync NetSuite customers to Salesforce accounts
Sync NetSuite items and pricing to Salesforce products
Sync Salesforce opportunities to NetSuite sales orders seamlessly

Get your integration started in minutes not months | 14 Day Free Trial

Cazoomi announces an integrated solution for connecting Delivra Email Marketing and NetSuite CRM.

"This new SyncApp from Cazoomi will cut out all of the time we used to spend going back and forth between Delivra and NetSuite to log and update data after a campaign - now SyncApps does all of that for us." ~ John & Kira's @johnandkiras

The new NetSuite CRM Sync for Delivra provides a streamlined, real-time integration between NetSuite and Delivra, a leading SMB Software-as-a-Service (SaaS) Email Marketing provider, to create a seamless touch-to-customer process and enhanced customer relationship management (CRM) experience.

Your company will be able sync contacts, companies, leads, prospects, lists & send email marketing campaigns directly from Delivra and synchronize marketing metrics inside NetSuite, all in real time.

Sign up today for NetSuite CRM Sync for Delivra Email Marketing!

~ Cazoomi Teams

SyncApps® Rework | Deploying Software-as-a-Service for Financials, CRM & Marketing, eCommerce or Support in 2012?

We're pleased to announce that we are launching our new SyncApps® by Cazoomi today.

Our new site(s) will give our fans a world of new features for SyncApps, improved navigation, and expanded coverage of the both cloud and on-premise systems you use today in your small business or large enterprise.

We've reorganized our SyncApps® site itself around 5 business "areas", enabling our teams to provide better coverage of the software applications that matter most to you:

• CRM:  Organize, Automate, and Synchronize business processes for any size company
• Email Marketing & Social Media:  Syncing Email and Social Media within your company
• eCommerce:  Implement, Sync and Optimize your e-commerce initiatives
• Financials:  Accounting, Billing, Credit Card Processing & Tax Applications for business
• Support:  Customer Service, Help Desk & Ticket Management with integration services

(download)

Click here to download:

SyncApps%20by%20Cazoomi.mp4 (3.37 MB)

In addition to 20+ additional SyncApps, improved navigation and layout, the new SyncApps® by Cazoomi will deliver demos/content from our software partners that are even more relevant to your specific needs, plus SyncApp reviews, and recommended reading from around the web.   

New upcoming linked interactive features, from our partners, will let you recommend and comment on the apps which you use in your business, or share them easily using social media tools.  You will be able to easily interact with all our favorite partner sites to pinpoint the information you need for your implementation, integration or support projects.  

All these changes are designed to improve your experience around SyncApps® by Cazoomi in 2012.  Additional enhancements will be rolled out throughout 2012 for our fans, members and partners.

Check out Cazoomi 2012 today!

We hope you enjoy the new SyncApps® by Cazoomi and as always we invite your feedback on our social media and support landmarks.

~ Cazoomi Teams

Cazoomi, last week announced they have synced Volusion.com to popular email marketing platform Constant Contact.

Volusion eCommerce Sync is a powerful, #1 ranking Shopping Cart Sync for small businesses who use Constant Contact which enables the flow of eCommerce and customer data with marketing metrics to Constant Contact.

• Automation | Customers, Contacts and Social Media lists synced

Automatically sync your Volusion customers and contacts that sign up through the shopping cart checkout process making marketing segmentation using Constant Contact Campaigns or Event Marketing that much easier.

• Segmentation | Customers, Subscribers from FOLLOWERS

Utilize Constant Contact's powerful marketing platform with your customer data to segment your Constant Contact lists from Volusion.

• Synchronization | See how easy keeping ALL your Social Media marketing channels in sync can be for your business

Schedule it and forget it using Volusion eCommerce Sync today!

See the Demo:

Thanks to all our Cazoomi partners, clients and teams who have made 2011 a phenomenal year.

This holiday season, when you have 5 minutes, head over to check out what our teams are hard at work on to make 2012 yet another banner year.

Thanks again to all our SyncApps® subscribers and let us hear from you on http://community.cazoomi.com when you have questions or any issues.

~Clint, Founder & Support Executive
@cazoomi

Cazoomi announces an integrated solution for connecting Constant Contact, ExactTarget, MailChimp and others to Get Satisfaction communities - addon to your SyncApps for free today!

San Francisco, CA, Nov 16, 2011 — Cazoomi, today announced they have synced "Get Satisfaction", a Social Contact Resource Manager (SCRM) and Support Lobby system, to popular email marketing platforms Constant Contact, ExactTarget, MailChimp and others which enables the flow of social support, CRM and marketing metrics between companies' email marketing solution and other cloud offerings.

The new integration also provides a streamlined, real-time integration between your Get Satisfaction community and your CRM such as NetSuite, Highrise CRM, SugarCRM or Salesforce combined with the likes of Constant Contact, the industry’s leading SMB Software-as-a-Service (SaaS) Email Marketing provider, to enable a seamless touch-to-customer process and enhanced customer relationship management (CRM) experience.

Your company will be able to Sync your community:

• Topics count
• Replies count
• Last Created Topic
• Last Replied Topic

Our initial Fall 2011 roll out will allow your Social Support staff and Marketing teams a more targeted messaging SyncApp addon to reach your beloved customers, fans and followers.

Cazoomi SyncApps will add more features to the Get Satisfaction addon as our valued members request them as well as offering upcoming email marketing and CRM platform SyncApps.

Try out the Get Satisfaction addon for your SyncApp today to get started!

http://syncapps.cazoomi.com/features-support#getSatisfaction

Cazoomi teams saw tremendous growth in SyncApps®, our marketplace where we offer an integration framework available to UNITE your company's data with your CRM platform. Our teams also helped 100's of you get your CRM implementation off the ground this year including tackling the integration piece many companies dread.

Using our simple framework, SnapLogic, Pervasive and also Dell Boomi with our members, we trust our partners to help us make the implementation journey a success for our clients.

Customer-centric & highly successful Dell Boomi partner, II-USA, delivered value on so many fronts this year we wanted to share with our members one of II-USA's success stories and the way their teams bring amazing value to the end customer in their Dell Boomi practice.

Project Highlight

Expediency Leads to Substantial Cost Savings 

The time urgency of completing the systems integrations at Burroughs was critical in order to eliminate a significant upcoming cost. The combination of Boomi’s quick design infrastructure, multiple connector suite, and robust management console coupled with IIUSA’s Boomi certified consultants allowed Burroughs to recognize an immediate cost savings of $430K the first month.  Over the upcoming year Burroughs will ultimately save over $5,160,000 in legacy systems costs.

Customer Quote

“Dell Boomi AtomSphere allowed Burroughs to integrate multiple disparate systems and alleviate multiple manual processes into a simplistic automated solution that is easy to maintain and understand.  II-USA has been instrumental in the development of our Dell Boomi integration platform and in training our IT and Business staff to manage the Dell Boomi AtomSphere integration going forward. II-USA is a valued business partner who guided our project with outstanding expertise and professionalism.”

-          Terrill Rust – Marlin Investments National Project Manger

Burroughs Company Bio

Burroughs Payment Systems, Inc. offers its customers access to world class service, industry leading technology, and overall support for a portfolio of payment related needs.

The Burroughs headquarters, located in Plymouth, Michigan is home to research and development, manufacturing, sales and support organizations for all product lines and services. These organizations are collectively responsible for both repeatable and custom solutions like the industry-leading SmartSource® check and document scanners and SmartCash™ cash automation solutions. Enterprise servers, device performance management software, a wide range of printer products, and a variety of financial supplies combined with implementation and maintenance services complete the Burroughs portfolio.

Business Case

Burroughs was undergoing a massive system reorganization that involved the reduction of 52 different systems to three distinct platforms:  Servigistics to handle service lifecycle management, Solarsoft  used as an ERP platform (handling accounting, manufacturing, and supply chain management), and Four51 as the public facing storefront. As the three systems were implemented there were very specific and mission critical integration needs identified:

•  When a service ticket is created within Servigistics, the corresponding supply chain management tasks associated with that ticket process need to be initiated and handled within the Solarsoft process.
•  Customer and contract data must be in constant synchronization between the Solarsoft and Servigistics system.
•  Part replenishment requests from Servigistics need to flow to Solarsoft.
•  Part requests made by service technicians using Servigistics need to flow to Solarsoft.
•  All shipments associated with part requests and service ticket fulfillment most be captured and updated in the Servigistics system.
•  Sales orders placed on the Four51 website need to be processed and shipped via Solarsoft.
• Shipment notifications from Four51 need to be captured in real time and the Solarsoft system needs to be updated with applicable data.
• Ability to email internal and external users at different process points in any of the defined requirements.
• All core integration had to be completed and production ready within one month.

Integration Requirements

Burroughs required the ability to connect to the following:

·         SQL Server Database

·         AS400 DB2 Database

·         SOAP Web Services

·         HTTP Request/Response Model Services

·         File system directories (via UNC and local  paths)

·         SMTP Mail Services

·         Set up and configuration of an HTTP listener that would allow Four51 the ability to send real time orders.

Along with the connectivity requirements, Burroughs was adamant about working with a platform that allowed for process scalability and failover.

Business Solution – Dell Boomi AtomSphere

After careful evaluation of the available options, Burroughs selected the Dell Boomi  Atomsphere® platform and Intellect International USA (II-USA) application engineers to deploy a fully tailored integration solution. Because of Dell Boomi’s large number of adapters available within the Dell Boomi environment, every one of the integration requirements were achievable within a single package. The Dell Boomi Molecule® technology allows for scalability across multiple machines, while preserving the concept of a single environment. Should one of the machines fail, process distribution is handled across the remaining atoms.

II-USA gathered the requirements for each of the integration needs and quickly established a plan of action to create, test and deploy the integrations . The integration processes comprised of many complex tasks including accessing of data from applications located at external sites, data mapping, transformation and validation, loading data into back-end systems, error notifications, exception condition just to name a few. Dell Boomi Atomsphere® automated all these complex processes within a single platform, where results could be easily monitored and reported on. The implementation of the Molecule® allows Burroughs to add environments as their number of integrations and volume within those processes increase as well as provide a failover plan which is consistent with their current infrastructure initiatives.

Dell Boomi Benefits

·         Easy to Modify Business Rules: To meet future integration and process management needs, Burroughs can easily modify existing business rules using intuitive and process oriented interface provided by Dell Boomi.

·         Easily Extend Integrations: Burroughs can continue to integrate with all of their data sources at no additional license costs. If a new integration partner is required, adding a connector is a very simple operation.

·         Reusability: IIUSA provided many reusable components to Burroughs, allowing for shorter development times in the future.

·         Scalability: If Burroughs integration needs increase, the use of the Dell Boomi Molecule® allows for the quick and simple addition of another processing node.

·         Reliability: If a server hosting an atom were to fail, the Dell Boomi Molecule® technology would shift processing responsibility to the remaining atoms.

·         Accessibility: Since Dell Boomi’s development, management and reporting console are all hosted in the cloud, Burroughs and IIUSA resources can access the environment from anywhere at any time.

Business Benefits to Burroughs

·         Error free transactions and streamlined processes were achieved without revamping Burroughs’s existing IT infrastructure.

·         Manual data duplication has been eliminated completely. Now there is no need for multiple and manual entry of data. Human assets use their time more productively.

·         Integration has made it possible to efficiently streamline manufacturing, shipping, and targeted service level agreement times, which has helped reduce the number of customer queries and minimize efforts spent on attending and resolving those queries.

Find out how II-USA has helped over 250+ clients solve these hard integration scenarios and can as well for your business today as you plan for 2012 and beyond.