System integration

We can help you bring your data together with the integrations your need to connect your systems.

What is system integration?

Integration is the process of connecting your different systems and data sources. This allows you to streamline your processes, improve data accuracy and automate manual tasks.

With all teams working from the same data, you can tailor marketing and sales messaging and improve your customer experience. Better quality data allows for improved insights in reporting, informing objectives and driving success.

Popular system integrations

Some of our most commonly requested platform integrations include:

Website to CRM integration

We can help you connect your website and CRM, for example connecting a WordPress and Dynamics 365. This allows you reduce manual processes and improve data accuracy, for example removing the need for manual data upload as you can receive the data from public facing webforms directly to your CRM.

CRM and Marketing Platform Integration

By integrating your marketing platform and CRM you can benefit from improved data quality. Create marketing lists in your CRM and view them directly in your email marketing platform and be sure your customer marketing preferences and unsubscribe data is up to date. We can implement integration with marketing platforms such as ClickDimensions, DotDigital, MailChimp and HubSpot.

Microsoft Teams and Dynamics CRM Integration

We can implement a Microsoft Teams telephony integration, allowing you to make and receive calls directly into your CRM. This is a valuable tool to strengthen customer relationships as the staff member taking the call is able to view the contact record of the caller in the CRM immediately. Read about a project we carried out with an FE College Customer.

Power BI

We can help you integrate your data from third party systems or database APIs and build dashboards or apps that allows the you to interrogate data in a controlled and easy to understand way. Find out more about Power BI.

Power Apps

We can help you create an app for your business and integrate your data. Common examples include apps for managing timesheets, expenses and staff leave requests.

Integrations for emergency services

Useful CRM integrations we implement for our Fire and Rescure Service customers include:

  • OS Places
  • What3Words
  • Safelincs
  • Microsoft Forms
  • Sharepoint
  • Leaflet Maps
  • Azure Maps

Join up your data – wherever it sits!

Talk to our team about the integrations that could empower your team in a short no-obligation meeting. We can answer your questions and will follow up with a proposal and pricing.

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Keeping in touch

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FAQs

Why choose Active Informatics?

At Active Informatics, we have over 30 years’ experience in providing innovative data management solutions tailored to meet the unique needs of businesses and public sector organisations.

What are the benefits of system integration?

System integration has many benefits to your business such as the ability to streamline and enhance workflows between your system to increase efficiency. When your systems are connected you can then automate data uploads to save time and increase data accuracy, giving you more informed insights and allowing you to increase customer satisfaction. 

How we work.

Step 1

Talking

So often underrated.  A simple conversation to consider organisational objectives and requirements. Outline goals to ensure alignment with all stakeholders and easy evaluation.

Step 2

Proof of concept

Workshop, design and prototype if needed. Create a detailed design and way forward for a solution(s), incorporating user feedback to refine the functionality.

Step 3

Develop and test

Build out in a protected environment using community wide Power Platform tools when possible, and conduct thorough testing to identify and fix any issues.

Step 4

Deployment

Deploy the solution to a production environment and provide initial hypercare to monitor performance and make improvements as needed.