Update channel partner records from CRM company updates
Update channel partner records from CRM company updates
Your partner records go out of sync when company profiles change, causing misrouted referrals and stale contacts. Keep partner data aligned for accurate routing and reporting within the same day.
Overview
Stop mismatched partner records from breaking referral routing and reporting by routing CRM company updates into your partner database. IT and program coordinators gain accurate ownership and contact data within minutes so outreach and reporting happen the same day.