Clients have the option to integrate with Salesforce or import contacts (external attendees) from other CRM tools (i.e. Oracle, Microsoft Dynamics). Integration with a CRM streamlines the attendee selection and data collection process. Users can live-query contacts which simplifies and expedites the request process while minimizing data stewardship issues.
For more information on CRM integration or contact feed integration, please contact Concierge Live support at support@conciergelive.com.