Syncler Use Cases

Your digital neighbor: Exchange Online integration for CAS CRM systems

23 July 2024 | Verena Mühleck
Exchange Online integration for CAS CRM systems

Integrations are not only a highly relevant topic in the technical environment, but also in smaller, everyday ecosystems such as a neighborhood. Imagine that our integration software Syncler is like a friendly neighbor who knows everyone in your neighborhood and helps you make new connections. It ensures that a large and harmonious network is created from all systems, integrating everyone involved - doesn't that sound nice?

With Syncler, this network can be easily transferred to your digital processes in your day-to-day business. Just as a helpful neighbor brings residents together through a street party, Syncler connects different systems in the technical environment. In this way, for example, CAS genesisWorld or SmartWe can be integrated with Exchange Online using Syncler.

 

Challenges without integration

In many companies, CRM systems and calendar solutions exist side by side without communicating with each other. This results in duplicate data maintenance, missed deadlines and inefficient workflows. Your processes are disrupted because you have to constantly switch between differenct applications, which costs time and increases the susceptibility to errors.

 

What are the advantages?

The Syncler integration solution can transfer appointments between the two systems bidirectionally. In the case of our street party, Syncler would ensure that your own calendar and that of your neighbors are updated so that everyone involved is aware. It is taken into account that not every appointment is relevant for everyone. Thanks to various configurable filters, you can define exactly which appointments should be shared with whom. What's more, your task list is always up to date as it is automatically transferred to Microsoft 365. You never lose track. All appointments are delegated to the right person in CAS genesisWorld or SmartWe. Contact maintenance is supported by Syncler and you always stay in touch thanks to the automatic transfer to Exchange Online.

Exchange online integration for CAS CRM systems

Conclusion

Syncler ensures that everything runs smoothly. Thanks to the connection created, both your day-to-day business and the street party in the neighborhood will be a complete success.

Your business processes with your CRM system from CAS can be made more efficient by using our synchronization solution. In future, your appointments and tasks will be perfectly coordinated and you will be no longer have to maintain data twice.

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