miEdge releases Microsoft Dynamics 365 CRM integration with real-time sync
New Boston, NH – January 22nd, 2018 miEdge, the premier provider of prospecting data and analytic solutions to the insurance industry, announced today the completion of its integration to Microsoft Dynamics 365. This is the most advanced integration by a data prospecting solution to offer Employee Benefits and Property & Casualty professionals connectivity to the Dynamics 365 CRM platform.
The miEdge Dynamics 365 integration allows customers to match and append their lead or account data as well as keep the records updated with the latest data on an ongoing basis.
miEdge provides 3 points of integration with Dynamics 365:
- Instant creation of a new lead or account in Dynamics 365 from an employer profile in miEdge
- Instant match and append of miEdge data to any lead or account in Dynamics 365
- Bulk match and append to ensure all miEdge data is current and up-to-date in Dynamics 365 on a nightly basis
miEdge uses its proprietary business logic and unique numbering system to provide the cleanest and most up to date information on the market. miEdge Enterprise subscribers now have the combined benefits of both the data-rich miEdge prospecting solution and the full range of Dynamics 365 tools for an unprecedented competitive advantage.
Mark Smith, Founder, and CEO said, “We worked with our key customers to design and create our integration with Dynamics 365 so that it would be a game changer for the Employee Benefits and Property & Casualty industries. Having current accurate data within the Dynamics 365 platform, customized to fit the specific needs of our clients with real-time syncing allows sales professionals to have ready, actionable data at their fingertips to help grow their business fast.
James St. Jean, miEdge Chief Technology Officer comments “Some of our largest clients rely on Dynamics 365 to manage their sales process. Now they can have access to unique miEdge insights for use in account intelligence, prospect targeting, opportunity scoring, and data cleansing all from within their native CRM environment.
The miEdge Dynamics 365 connector is available to licensed miEdge customers.
miEdge™ is the premier provider of lead generation, data analytics and prospecting solutions specifically designed for insurance & financial service professionals. The innovative miEdge™ solution utilizes multiple data sources and applies proprietary business logic, along with algorithms, machine learning and data cleansing to provide unrivaled data intelligence in an easy to use intuitive interface. miEdge technology solutions include: employee benefits Health & Welfare, Property & Casualty, and Retirement/Financial Services prospecting. Visit www.miedge.biz to learn more.