Microsoft Dynamics CRM is a customer relationship organization software package that helps increase sales by improving customer service, tracking and analyzing data from marketing strategies, and managing support requests.
Tookan is a delivery management software that assists companies in streamlining dispatch processes and improving communication between managers and delivery drivers.Tookan Integrations
Microsoft Dynamics CRM + TookanAdd Customer in Tookan when New Contact is created in Microsoft Dynamics CRM Read More...
Microsoft Dynamics CRM + TookanAdd Agent in Tookan when New Contact is created in Microsoft Dynamics CRM Read More...
Microsoft Dynamics CRM + TookanCreate a Pickup Task to Tookan from New Contact in Microsoft Dynamics CRM Read More...
Microsoft Dynamics CRM + TookanCreate a Delivery Task to Tookan from New Contact in Microsoft Dynamics CRM Read More...
Microsoft Dynamics CRM + TookanCreate an Appointment Task to Tookan from New Contact in Microsoft Dynamics CRM Read More...
It's easy to connect Microsoft Dynamics CRM + Tookan without coding knowledge. Start creating your own business flow.
Triggers when a new account is created.
Triggers when a new case is created.
Triggers when a new contact is created.
Triggers when a new invoice is created.
Triggers when a new lead is created.
Triggers when a new task is created.
Triggers when a lead is updated.
Trigger when new task created.
Creates a new account.
Creates a new case.
Creates a new contact.
Creates a new lead.
Creates a new Opportunity.
Updates an existing case.
Updates an existing task
Adds a new agent
Create a new customer.
Create a Delivery Task
Create a Pick and Delivery Task.
Creates a pick task.
Create an Appointment Task
Create an FOS Workflow Task.
Microsoft Dynamics CRM is a customer relationship management (CRM. system that improves customer service, sales and marketing effectiveness, and business operations. It is an integrated, cross-channel platform that provides unified insights across all customer-facing business processes.
Tookan is a mobile CRM spution that helps businesses to seamlessly integrate mobile access into the CRM application. The integration of Microsoft Dynamics CRM app with Tookan will help businesses to strengthen their customer relationships, manage their customers and work more efficiently.
Tookan is a mobile CRM spution that lets users access the same data from multiple devices. The integration of Microsoft Dynamics CRM app with Tookan will provide the fplowing features:
Reduced Time to Market
Innovative applications can be developed in a matter of minutes. A new feature can be easily added to the existing one. Moreover, previous versions of the application can be restored on a new device.
Increased Efficiency and Productivity
Mobile sputions on Tookan platform allow you to access customer data from anywhere and anytime. They improve efficiency and productivity as they reduce the workload of the employees and enable them to work more efficiently on their smartphones or tablets.
Better Customer Relationships Management
The ability to create a report on any criteria or filter it with a few clicks, allows you to keep track of what is going on with your customers at any time. You can send them automated messages to let them know about special offers, new products or services available from your company. You can also review and evaluate your performance and compare it with your competitors.
Improved Data Security and Remote Accessibility
The integration of Microsoft Dynamics CRM app with Tookan offers additional protection against security breaches and unauthorized access to sensitive data, as the data is stored on the local server/device and not on the Cloud. Moreover, you can access your data from any location as long as you have an internet connection.
Lower Maintenance Costs
Tookan’s web-based platform makes it easy to upgrade or update your software. You do not need to purchase additional hardware or pay for installation and maintenance costs. There are no additional licenses fees and no server maintenance costs. All updates and upgrades are free! Additional upgrades can also be purchased with flexible options like monthly subscriptions that fit into your budget.
Auto Lock Inc., one of the leading commercial door lock companies in the US, has been using Tookan as its mobile CRM spution for two years now. They were able to streamline their sales process, increase employee productivity and make better use of their marketing efforts. By integrating Microsoft Dynamics CRM app with Tookan, Auto Lock Inc.:
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