Scenario: A pest control company used Insightly (a CRM software) to create new customer profiles and better manage their existing clients. However, as they also used the TeamWherx™ platform to coordinate their exterminators’ day-to-day schedules, they didn’t want to have to create these customer profiles twice (once in each application).
Solution: With our software’s integration capabilities, the company was able to establish a link between Insightly and TeamWherx™, eliminating the need to create new customer profiles manually in both platforms. Any time a new client was generated in Insightly, the data could be easily and automatically inputted into TeamWherx™.
Impact: With the power of this integration, the pest control company reduces errors and the possibility of duplicate data entry that could potentially confuse their exterminators in the field when receiving new work orders. Reducing manual processes like these helps the business save additional resources, spend more time serving their customers, and keep everything truly accurate.
Share this post:
About the author : Actsoft Team
Actsoft’s team of industry experts have their fingers on the business world’s pulse. It’s our mission to deliver the latest news to keep you and your leaders on top of the latest trends, further helping you to excel and exceed your goals.
Encore & Geotab Drive
Gain even greater insight into the daily activities of your fleet using the combination of Geotab and Actsoft. Geotab devices provide detailed data collection and seamless integration with our solutions; learn more about the ways your vehicles are being used daily with the power of this tandem.
Actsoft partnered with Odin to provide our solutions overseas, through payment processing integrations. Odin helps us support user management for our software; customers can also purchase our products through Odin’s billing platform.
VisTracks powers our Electronic Logging Device (ELD) solution, which enables transportation businesses to easily automate their hours of service logs, remain in governmental compliance, and reduce their potential to incur costly fines.
Integration between Actsoft solutions and BeWhere’s software products is available. Take your team’s asset tracking, cellular data connectivity, and field insight a step further with effective, cross-application compatibility.
CalAmp tracking devices for vehicles and assets alike are compatible with Actsoft solutions, making it easy for you to efficiently monitor your equipment and fleet cars. Help your team enhance accountability, safety, and savings through a combination of easily installed hardware and intuitive software.
Our partnership with Uniden is ideal for companies looking to gain advanced diagnostics on their fleets. Uniden’s extensive product listing of car electronics like radios, dash cams, radar detectors, and in-vehicle communicators work in concert with Actsoft’s solutions to better connect your vehicles to the company headquarters.
Kyocera offers a wide range of mobile devices, ranging in design from traditional phones to ultra-durable handset technology. Actsoft is able to equip organizations in a variety of different industries with solutions for improved business, while Kyocera supplies the technology they can flawlessly operate on.
Our software is the perfect complement to Apple’s user-friendly technology. Equip your workforce with the devices and solutions it needs for optimized productivity during daily operations with Apple and Actsoft.
Actsoft and Sanyo teamed up to merge intuitive business management software with the technology of today. This partnership allows us to provide you with all the tools your team needs for improved workflows, better coordination, and optimized productivity.
Motorola’s mobile technology works in tandem with our solutions to provide extra versatility to your business practices. Coupled with our software’s features, Motorola’s reliable devices make connecting your workforce simpler than ever to do.
We’re able to bundle certain solutions of ours (including our Electronic Visit Verification options) with Samsung devices to help your team achieve as much functionality as possible, while keeping rates affordable. Use these combinations for accurate recordkeeping, improved communication, and smarter data collection in the field.