EQUIP Integration

customertrax 1. Handle CRM 1.0, 6. Integrations Leave a Comment

EQUIP 2Way Updates (EIS) – Entering customer information into multiple systems is cumbersome and leads to conflicting and outdated data. Updating information in Handle is simple, and it syncs with your business system. New information and updates only need to be entered once, and it will be up-to-date in all systems.

  1. Update Account details and Locations
  2. Add or Update Customer Owned Equipment
  3. Updating Dealer Inventory
  4. Data syncing and field labels
  5. Create ‘pending’ Stock unit (EQUIP)
customertraxEQUIP Integration

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