CMD's data integration services allow your company to export summary level project data from Insight for use in Customer Relationship Management (CRM) or Salesforce Automation (SFA) solutions. Data can be exported daily, weekly, or on a customized scheduled in multiple formats.
Improve productivityOur construction data integration service allows customers to establish searches in Insight and automatically export data that matches specific criteria. Spend less time searching, and more time selling.
Effectively deploy resourcesCentralize pipeline and sales lead management by quickly establishing customized searches for individual sales territories. Eliminate the need for manual assignment of leads by territory or the hassle of unnecessary duplication of efforts.
Find the right construction leads and projects
|Link back to Insight for full project information, now with seamless single sign on between Salesforce and Insight.||Seamlessly integrate relevant project news data with your existing systems.||Receive automatic updates on previously exported projects.|