CRM Integration bridges the gap between miEdge prospecting solutions and the leading CRM platforms. Manage your Sales Cycle from start to finish!

miEdge prospecting solutions provide the most advanced integration, offering Employee Benefits, Insurance, 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.

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
  • Real-time synch for an individual company
  • Automatically keeps account and prospect data in sync and updated each month
  • Quickly match and append new records

  Download the CRM Integration Brochure

The Salesforce miEdge CRM Data Integration Connector is available on the Salesforce AppExchange.

2015 sfdc dev user official badge AppExchange light RGB 1.0 copy

The Microsoft Dynamics 365 CRM integration is available to all miEdge Enterprise customers.

To learn more about miEdge CRM Integration email This email address is being protected from spambots. You need JavaScript enabled to view it. or call 877-9-miEdge x1.

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Customers Who Have the Edge...
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miEdge is the first tool we have found that can provide us real time 5500 data intelligence. The data is up to date and accurate so we feel confident using its dynamic search feature to find companies that may be out of compliance. As a UBA member firm, our partnership with miEdge is invaluable.
Trygve Halverson
Vice President, Granite Group Benefits
Customers Who Have the Edge...
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miEdge has been a life saver on time and energy to identify the right prospects in our area! It's up to date technology and sorting features makes it easy to track, identify, and develop the proper marketing strategy to land new business. We would highly recommend this system to all.
Bryan G. Yates
Business Serv & Dev Advisor, The Bagnall Company
Customers Who Have the Edge...
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We have used FreeERISA, Judy Diamond and many others, but nothing compares to the user-friendly miEdge system. Their 5500 information is very accurate and updated regularly. We've found this gives us a distinct advantage when meeting with a prospect to discuss fees and whether they are in compliance. If you're considering purchasing a prospecting database, I would highly recommend you contact the miEdge team for an overview.
Tim Elkin
Regional Territory Executive, Vitals-SmartShopper
Customers Who Have the Edge...
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Landmark Benefits has been using miEdge for a couple years and have found the product to be instrumental in our dramatic growth during this time.
Thomas M. Harte
President, Landmark Benefits, Inc.
Customers Who Have the Edge...
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miEdge has allowed DeWitt Stern to focus its energy on the market segment that fits our service model. miEdge is not just a user friendly competitive data base, but a resource which enables us to create comprehensive client specific intelligence used in peer benchmarking. Our client and prospects appreciate the fact that we have taken the time to understand them before we meet. miEdge made the public 5500 data always available, usable in a dynamic, but accurate format. We look forward to growing with you.
Edmund J. White
Managing Director, DeWitt Stern Group Planning Services, LLC.
Customers Who Have the Edge...
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miEdge has been a game changer for prospecting! Easy to use, tons of search parameters, easily extractable data and great customer service. I can’t imagine doing without it! Thanks miEdge!

Michael Rider
Employee Benefits Insurance Agent, AssuredPartners NL
Customers Who Have the Edge...
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miEdge has been the most effective prospecting software I have ever used. I literally feel like I'm cheating every time I log in.
Anthony R. Cabana
Vice President-Benefits, Cross Insurance
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