How to Link CRM Customer Card to Badger (WebApp)

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  5. How to Link CRM Customer Card to Badger (WebApp)
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  5. How to Link CRM Customer Card to Badger (WebApp)

There are 3 ways we can link up with your CRM and display your customer card – going from lowest to highest in complexity / cost:

  1. Manual Data Export: With this method, information from the CRM is exported to a spreadsheet and then imported into Badger. You can put a link in Badger back into CRM. (This is free.)
  2. Automated, One-way Integration: This method automatically updates the information in Badger with the information from the CRM. This is one-way, so the information in the CRM is not automatically updated from Badger. (This is not expensive.)
  3. Bi-directional Integration: This method allows every change to instantly reflected in both Badger and the CRM. (The cost depends on the CRM, its customizations and the level of integration that you need. Badger has connectors built for certain popular CRMs already, and has general purpose connectors in place. Badger does not charge our customers for these connectors that we have built.)

With Badger’s simple navigation and display, you will find that your CRM usage increases as a result of linking up the two. Even without full integration, both services can be used together easily.

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