The integration allows Vista and ProjectMark clients to automatically sync project, team, and company data between their ERP and CRM systems. Users define specific triggers that, once met, automatically initiate data synchronization, ensuring continuous, real-time accuracy and consistency across both systems. This user-defined automation serves to significantly reduce the time traditionally spent on manual data entry and double-handling of information. By streamlining these processes, the integration not only saves valuable time but also minimizes the risk of data discrepancies, catering specifically to the operational needs of Vista and ProjectMark clients.
Our platform makes it easy for your pre and post-construction teams to manage key relationships, store your information required to win, and stay on top of key deadlines.
Easy reporting and insights allow you to become an organization that fosters data driven decision making, enabling you to increase win rates by focusing your team on the right pursuits.
Collaboration is the key to every win. Collaborate with your team throughout the entire pursuit process from nurturing relationships at the initial stages to building a winning RFP.
Category
Sales & CRM