search-icon

Implemented
Is there any plan to integrate DEAR with a CRM software?

started a topic over 9 years ago

Ideally we would like Zoho but in a previous support ticket DEAR mentioned SalesForce would be integrated in 2015. 
This is a critical add on for our business and we are holding off on committing to a CRM software until we hear an update from DEAR. 
thanks


11 people like this idea
  • Will there be Salesforce integration soon?

  • Any plan on a salesforce integration? 


  • CRM technology has infinite potential for your business. It manages your contacts, filters your sales funnel, stores customer interactions. It also nurtures and improves your customer experience, provides top-notch customer service, and boosts sales.


    Every business might have a different requirement depending on their business process. As a reason, you need to choose the best CRM software that understands the business objectives and helps to achieve them. There are multiple CRM system vendors in the market, which is why it might be difficult to choose; the best one.   


    Often considered as the “bread and butter” for all sizes of companies, the business CRM software is one of the most integral components of your marketing strategies.

    Considering the importance of CRM software in your business and management, it is extremely important for businesses to make the right choice. After all, the best CRM is going to be your long-term investment. 

  • Salpo and capsule are strange products to Choose. Why not Salesforce/Dynamics/Zoho, which are some of the worlds biggest solutions? We have to now hire people to develop around the API and build our own integration to Dynamics. If anyone is keen to pay some money for this integration once we are done, let me know as we will find the grunt work and hopefully help make other people’s life easier.
  • Dear all

    Salpo CRM is our preferred CRM solution.



  • These are really strange CRM's to integrate with. I would have thought there would be a standard for some of the larger ones used across the world, like SalesForce, Dynamics, Sugar and ZOHO

  • I believe Dear has just started an integration with Salpo CRM. I haven't looked into it in detail but I understand it integrates better than Capsule @Dear, perhaps an official update on this would be helpful?
  • So disappointed with Capsule CRM integration that I'm close to getting rid of it. It's been years and until now this integration looks like it was done for the sole purpose to putting the Capsule logo on the website. 

  • Also the idea that we need to manually kick off  the import each time and it's not automatic seem silly and not immigration but purely an import

  • I've been using Capsule for years trying to switch to Salesforce as Was Just Insufficient. It's a Simple Tool and It Works Well in Its Simplicity, however the Integration with Dear Simply Doesn't Work Right. It's a one-way import from capsule into dear with the assumption let them all customer information with the endearing managed to dear that is simply isn't the case. It's not a 2 way integration which would be the ideal synchronize data back and forth when it's updated in either system

  • I wrote all of the logic and reasoning and very specific requirements for a Salesforce integration in another request here in the forums. We should be combining the somehow.

  • Capsule CRM integration needs fixing. If you enter a company with 1 contact in Capsule and sync to Dear, Dear creates the customer with the company info which is correct but proceeds to create 2 contacts. 1 for the person and other for the company.


    1 person likes this
  • Hi Nod, 


    We operates in Australia. Thank you very much for your reply, I'll be sure to check on Neto.

  • You could consider Neto for your ecommerce. The integration between Neto and Dear is quite nice as you can push Dear products to Neto and sales orders come back in to Neto. Neto has an integration with salesforce. Not sure if Neto is appropriate if you are not in Australia though.

  • An integration between an ecommerce store - Dear - CRM (Salesforce) - Xero would be ideal. 


    1 person likes this
Login or Signup to post a comment

11 people like this idea
Log in or Sign up to post a comment