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eIntegra · Software and products

Connect eSave with the systems you already use.

We integrate data, leads, offers, contracts and statuses with your CRM, ERP and internal tools so the process moves forward without manual work between systems.

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The challenge

Digitising part of the process is of little use if someone then has to copy the information into the CRM, re-enter it in the ERP or chase statuses by email.

What it does

eIntegra connects eSave’s capabilities with your technology ecosystem and adapts the exchange of information to each process.

eIntegra

What you can do.

  1. 01Integrate with Salesforce, Neuro360 and other CRMs or ERPs.
  2. 02Create or update leads, customers and opportunities.
  3. 03Send offers, contracts and documents.
  4. 04Receive statuses to keep follow-up up to date.
  5. 05Integrate via API according to the needs of each project.
  6. 06Adapt fields, rules and formats to the target system.

eIntegra

How it works.

  1. 01

    Source

    eSave generates data or an operation

  2. 02

    Mapping

    It is adapted to the target system

  3. 03

    Delivery

    It is sent to the CRM, ERP or tool

  4. 04

    Return

    Statuses flow back into the funnel

In one sentence

Integration is part of the product: you don’t have to replace your existing ecosystem.

Products

One piece or the whole process. Your call.

Start where you have the most friction today and add new capabilities as your business needs them. Each eSave solution can work on its own or combine with the rest to build a tailored sales process. We integrate with your current channels, systems and processes to build on what already works.

Works well with

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Want to see how eSave would fit into your process?

Tell us how your funnel works today and we’ll show you what we can digitise, automate or connect.

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