Bridge the gap between miEdge Insurance and Financial prospecting solutions and the leading CRM platforms.
miEdge provides the most advanced integration by a Form 5500 data prospecting solution to offer Employee Benefits, Financial Services, and Property & Casualty professionals connectivity to the full power of the leading CRM platforms.
Enterprise subscribers will gain unique insights for account intelligence, prospect targeting, opportunity scoring, and data cleansing all from within their native CRM platform.
miEdge CRM Data Integration gives you:
- miEdge data within your existing CRM system user interface
- Better account and prospect intelligence with less effort
- Increased utilization of CRM platform
- Reduced training requirements
- Integrated miEdge data fields into CRM account ranking and scoring
- Automatically keeps account and prospect data in sync and updated each month
- Quickly match and append new records
The Salesforce miEdge CRM Data Integration Connector is available on the Salesforce AppExchange.