Whatever challenges your organization faces in integrating marketing systems to optimize marketing intelligence CDM Technologies has the experience to help.

Web Code

CRM Integration

Our team has integrated various CRMs to other systems to import leads and to then automate initial contact with new leads. CRM integration connects each application with your CRM platform so data can flow to, from, or between them. The goal with CRM integration is to host complete, accurate data from your business software to give you a complete picture of your business and customers.


Email automation is the process of automatically sending marketing and sales emails to subscribers. All based on the actions—or inactions—of the people receiving them. Rules are pre-set about which emails get sent, when to send them, and what personalized information to include.

Live or Automated Chat Integration

Potential customers today are expecting prompt responses from organizations. Our team can implement and deploy either live or automated chats to engage your customers. The chats look similar to instant messaging conversations, as the text-based messages are transmitted back and forth in a chat window, usually without images, audio or video. Offers real-time customer service. An example of the customer service use case is an airline website. Automated chats utilize a chatbot that is a computer program to simulates human conversation through voice commands or text chats or both. Chatbot, short for chatterbot, is an artificial intelligence (AI) feature that can be embedded and used through any major messaging application.

Have Questions?