RCD Products & Services

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Partner	CRM Solution

Reed Datalink exports summary level project data from Reed Connect for use in Customer Relationship Management (CRM) or Salesforce Automation (SFA) solutions. Data can be exported daily, weekly, or on a customized scheduled in two formats: XML or CSV. Both formats are easily integrated with many leading CRM and SFA solutions including Salesforce.com, Sales Logix, Project Database, and PT Lite.

Datalink allows customers to establish searches in Reed Connect and repeatedly export data that matches specific criteria. Since Datalink is run on a schedule, it will only export new projects or updates to projects that you have previously exported. Additionally, you can select individual projects for export and receive updates to those projects for as long as they are of interest to you. Exported projects also have associated company information, so you know who’s bidding on the project as well as who the key participants are.

Lastly, when integrated with a CRM or SFA, Datalink provides direct links back to Reed Connect to access the full Project Details, Company Details, Contact Details, and Plans & Specs pages.

KEY BENEFITS

• Effortlessly receive pertinent project leads on your schedule
• Quickly establish customized searches for individual sales territories
• Easily link to full project, company, contact and Plans & Specs details in Connect
• Flexibility to decide which export fields are relevant to your business needs

GETTING STARTED
Reed Construction Data’s experienced integration team will work with you from start to finish ensuring that the setup process is fast and easy. In addition to setup, we will provide you with training so that you can get the most out of your Reed Datalink purchase.

FEATURES

• Seamlessly integrate relevant project news data with your existing systems
• Centralize pipeline and sales lead management
• Customize data exports on a per user basis
• Automatic search results without the need for human intervention
• Tailor delivery schedules to match your business needs
• Export projects on a one-off basis
• Link back to Reed Connect for full project information
• Receive automatic updates on previously exported projects