The document discusses the significance of CRM integration for project management tools, emphasizing its role in improving data management, collaboration, and operational efficiency. It outlines the advantages of integrating CRM systems, such as scalability, flexibility, and automated data exchange, which help businesses achieve their goals and enhance client satisfaction. The integration process using Data2CRM.api is described, promoting seamless interaction with multiple CRM platforms to streamline workflows and optimize business outcomes.

1. One Integration to Interact with
Multiple CRM Platforms
Project Management
Integration via

2. TABLE OF CONTENTS
1
2
3
4
5
Significance of CRM Integration for Project Management Tools
Feature Set: Meeting the Client’s Expectation
Offered Advantage of CRM Integration
Liabilities of Assets in Business Scaling
Data2CRM.API: One Solution to Tune Interaction with CRMs
Drawing Up A Conclusion
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3. Chapter One
Significance of CRM
Integration for Project
Management Tools
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4. Significance of CRM Integration
for Project Management Tools
We get used to constant buzzing about the
ongoing innovations and evolving software.
Thus, the one thing is still vital and crucial: the
exploding amount of data that companies of all
sizes and shapes eager to enter right away into
CRMs.
Project management service deals with the
workflow improvement and handles issues on
planning, tasks, documents, ideas, status
tracking, testing, reports, time, resources, and
expenses tracking management. Quite frankly, it
is a lot of information analysis of which makes
meaningful process on business development.
Business Objectives & Goals
 Automate tasks and enhance the
information exchange between
systems,
 Develop the infrastructure for the
reliable data delivery and analysis,
 Extend toolkit with competing
feature to retain and attract
customers,
 Standardize the project and
workload reporting among the
cross-functional teams.
Contact with Sales Manager
 Get in touch with a proficient sales
manager to get the CRM
integration roadmap for your
business improvement.
The user’s problem: to get a shared view of business data, keep the track of risks and
changes, and develop better communication and collaboration. You project management
tool will counter these demands with CRM integration.
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5. Chapter Two
Feature Set: Meeting the Client’s
Expectation
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6. Feature Set: Meeting the Client’s Expectation
This may sound hyperbolic, but many vendors keep to the point that features are a merely
small part of the product. To dispel this misconception, the options provided by your app to
cover the user’s problems have a crucial impact on the choice: to use or not to use. So far, if
your project management tool lacks
 Room to scale up client’s solution
 Options to offer a shared understanding of business needs and resources
 Automated information delivery to CRM platform
 Collaboration fluidity between teams, clients and vendors
then your clients have raising negative concerns. Every business owner wants to
consolidate the used tools and gathered data to achieving set goals and revenue growth.
Project management integration can uncover the problems and deliver a solution to
embracing the changes. By offering an automated data movement between your service and
CRM, you eliminate the manual entry, copy/pasting errors, and ensure that desired records
will be shared to advance collaboration and organizational efficiency.
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7. Chapter Three
Offered Advantage of CRM
Integration
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8. Offered Advantage of CRM Integration
Either, the acquisition of current or hunt for new audiences requires three aspects:
scalability, flexibility, and customization. In this light, the integration capabilities of project
management tools can cover the key client’s needs. With CRM integration, you will offer the
elimination of complexity of cumbersome data exchange and forge ahead collaboration
quality.
Definitely, there are various ways in a complex decision, but you can start out by providing
 Contact and company database transference to CRM to minimize the records duplication
 Enhance the task and jobs performance tracking across the teams and departments
 Collect and analyze reports (i.e. task, budget, client, expenses, etc.) in a single place to
improve the accountability
 Gather notes and files in the attachments to keep track of all the changes and consolidate
the collaboration
 Standardize all the requests to amplify on-time delivery
CRM integration provides your project management tool with new effective approaches to
promote cross-team collaboration and launch practical successful initiatives.
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9. Chapter Four
Liabilities of Assets in Business
Scaling
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10. Liabilities of Assets in Business Scaling
Building a brand and developing customer relationships, many business owners take
skeptical view of the changes. The new opportunities may end in an excessive feature set and
push off current users, and moreover, repel the potential ones. Although, preserving of the
same options within the evolving business landscape may bring the equal outcomes.
Maintaining the vision of your service is utmost importance, yet you’ll never know what can
grow out of the wild (at first sight) idea. The research is clear: without CRM integration, your
project management software users suffer from
informational and organizational inefficiency
low collaboration levels and constant communication breakdowns
cumbersome data exchange and multiple duplications
expenses and risks increase
The moral of this story is to reach and solve user’s problems instead of polishing and adding
some unnecessary features. Sticking to the essence of CRM integration, you provide a single
capability that deals with a number of issues faced by clients. Besides, the support of multiple
CRMs integration, helps you grab the attention of larger audiences.
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11. Chapter Five
One Solution to Tune
Interaction with CRMs
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12. One Solution to Tune Interaction with CRMs
One of the most rewarding features you can offer your clients is the CRM integration that
will galvanize and boost the quality of all the processes. Another question is how to develop
the multiple integrations with effort, time and money economy. The unified programming
interface service Data2CRM.API will help you to build interaction with many CRM platforms
via a single API integration.
With Data2CRM.API, your CRM integration will be featured by the next advantages:
 Development of a single API integration to set up data exchange with multiple CRM
solutions
 Transparent documentation with code sample to succeed with seamless integration,
 Savvy tech team of developers who provide professional support
 Access to the CRM market leaders: Salesforce, Microsoft Dynamics, SugarCRM, SuiteCRM,
Vtiger, Zoho, Insightly
 Flexible pricing and high-quality service due to separate customer request processing,
plus there are options of free trial or demo plan
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13. CRM Integration Logic
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The logic of the project management integration with CRM consists of the 7 simple steps:
Step 1 Create an account and authorize at the
Developers’ Portal.
Step 2 Discover the documentation to understand the
options offered by service API.
Step 3 Download and install SDK.
Step 4 Employ few methods to check Data2CRM.API in
action.
Step 5 Add the connection form to CRMs clients..
Step 6 Add entities into the system (i.e. companies,
contacts, leads, deals, tasks, etc.)
Step 7 Save records on your project management
service side, and continue to update of new
records.

14. Project Management Integration Scheme
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Data2CRM.API helps you to offer the purpose-driven users the next data exchange options:

15. Chapter Six
Drawing Up A Conclusion
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16. Level up your clients’ workload with a functionality upgrade and improve
the data exchange across the teams and departments. Start with our
robust documentation or talk to a dedicated account manager.
The trial and error approach to business running is too expensive the perspective of costs and
brand reputation. Data-focused strategy and CRM integration create a tandem of effective and
competitive feature to comply with the clients demands and needs.
Due to multiple CRM integration with Data2CRM.API, you power up your project management
on functionality and targeted market levels. Furthermore, you enable your users with
 seamless integration and improved data management
 cross-team records sharing and advanced accountability
 standardized requests and enhanced workflows
 increased accuracy of project reporting, and ROI calculation
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17. TALK TO AN EXPERT
Your time is precious, so
don’t wait up and start using
Data2CRM.API today!
Account Manager
data2crm.api.crm@magneticone.com
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support.api@www.data2crm.com
Business and Partnership
business@www.data2crm.com
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