InaPlex Inc
InaPlex Inc
Blog Post

New blog articles detected.

InaPlex Inc
InaPlex Inc
Blog Post
InaPlex Inc
InaPlex Inc
Blog Post

New blog articles detected.

  • Fast, Secure Access to Cloud CRM with a Custom API
    In recent years, CRM systems have gone from managing client details and interactions to providing a platform for client services. While this makes it easy to track client details, it can also introduce challenges if clients want to access their service provider’s database. Security issues and data complexities can make it hard for service providers to give clients direct access to their CRM […]
InaPlex Inc
InaPlex Inc
Blog Post

New blog articles detected.

  • 5 Steps to Better CRM Apps
    Different business needs often drive the development of apps to complement CRM use. This post presents steps that can be used to build better CRM apps.
InaPlex Inc
InaPlex Inc
Blog Post

New blog articles detected.

  • Smarter, Faster Lead Allocation for The Predictive Index
    Want to close more business? Industry benchmark research indicates that conversion rates increase dramatically if leads can be issued and called on in under 10 minutes. Here we show how InaPlex developed a lead router for The Predictive Index which provided them with fully automated, accurate and rapid lead allocation.
InaPlex Inc
InaPlex Inc
Blog Post
InaPlex Inc
InaPlex Inc
Blog Post

New blog articles detected.

  • The Biggest CRM Migration Mistake That Companies Can Make
    InaPlex provides powerful CRM integration and migration tools which our Partners use to ensure cost-effective and successful project results. Here we talk about some of the problems with CRM migrations, and reveal the biggest mistake that companies can make when they move to a new CRM system.
  • CRM Integration: How to Thrive in Today’s Changing Market
    Microsoft's Common Data System and associated tools such as PowerApps and Flow are indicative of the transformation occurring in enterprise integration. This post looks at several CRM integration techniques using new Microsoft tools and assesses their relative merits.
  • Import Dynamics CRM or Salesforce into Microsoft Common Data Service
    This post demonstrates how to automate importing account and contact data from Dynamics CRM or Salesforce into Microsoft's Common Data Service.
  • Integration with the Microsoft Common Data Service
    InaPlex is all about data and integration, so with the announcement of general availability of Microsoft PowerApps and Microsoft Flow I thought it would be useful to have a close look at the underlying database and integration capabilities of these new systems. In this, the first of two posts on the topic, I summarize the native integration capabilities and limitations of PowerApps and Flow. The [...
  • How to Map Picklist or Option Set Fields During a CRM Integration or Migration
    Overview This post details two techniques for handling the transfer of Pick list fields (also known as Drop-down fields or Option Set fields) during a CRM migration or integration. The SQL examples provided below make it fast and easy to find relevant values and then map them to the destination CRM system. Why can it be Difficult to Map […]
  • Get More from CRM with Marketing Automation and Social Media
    Today, more than ever, CRM needs to connect with other systems: This post explores the gains to be made from integrating CRM with Marketing Automation and Social Media.
InaPlex Inc
InaPlex Inc
Blog Post
InaPlex Inc
InaPlex Inc
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