Relevant CRM

About

Relevant CRM provides solutions for the Office Equipment Industry that empower your team to succeed. Our industry experience combined with our partnership with e-automate allow us to deliver the most flexible and comprehensive CRM solutions in the industry. We have been providing CRM solutions and consulting for over 15 years, and have had a partnership with e-automate since 2006.

Our Products

Microsoft Dynamics CRM

Optimize your sales efforts with the familiar and intelligent features of Microsoft Dynamics CRM. Take advantage of a highly intuitive interface and embedded Microsoft Office capabilities to increase time with customers, shorten sales cycles, increase close rates, and gain real-time insight.

e-automate Connector for Microsoft CRM

Our integration with e-automate will enhance productivity, improve responsiveness to customers and ultimately maximize selling effectiveness. Our connector enables you to add everything your team needs from e-automate directly into Microsoft CRM.

e-automate Digital Quote Manager Connector for Microsoft CRM

Our connector for Digital Quote Manager provides easy access to live e-automate quotes. Create quotes directly from the customer record and use quote data to drive your sales forecast.

Goldmine Premium Edition 9.0

The latest release from the leading CRM solution for small and medium businesses provides you with real-time access to your team's processes, as well as an easy, quick view into the state of your client interactions. New features include Universal Search, Dashboards, enhanced Outlook integration and a more intuitive and powerful user interface.

e-automate Connector for GoldMine

Capture every opportunity with the powerful combination of e-automate and GoldMine! Our connector puts the right e-automate transactions and equipment data in front of your GoldMine users.

e-automate Digital Quote Manager Connector for GoldMine

Access live e-automate quotes with our Connector for Digital Quote Manager. Create quotes directly from the customer record and use quote data to drive your sales forecast.

e-automate Connector for ConnectWise

Companies using ConnectWise for their Managed IT Services and IT Consulting divisions can now enjoy integration with e-automate. Our solution eliminates duplicate entry of customers, contacts, contracts and invoices. Automated transfer of ConnectWise time related invoices to e-automate work orders, service calls and labor enables you to see the performance of all of your business divisions in e-automate.

Integration FAQs

GoldMine CRM Integration FAQs

Average implementation time: 2-3 hours

Status: Live

Investment: $495 annual site license for PIP unless already owned. See Account Manager for complete details.

Who supports it? Relevant CRM

Who handles install? Relevant CRM

Description of installation: We offer two ways to tie in e-automate data into GoldMine. Both provide flexible solutions to suit your needs:

Integration points to include:

Microsoft Dynamics CRM Integration FAQs

Average implementation time: Varies by project

Status: Live

Investment:

Who supports it? Relevant CRM

Who handles install? Relevant CRM

Description of integration: Find customers with aging or high cost per copy equipment. Know when equipment under contract has excessive service calls. Build better marketing campaigns. Team based security model. Easy territory re-alignment.

With our support your company will be able quickly launch a successful system, empower your staff to operate independently, and minimize the total cost of ownership.

Integration points to include:

Key contacts

e-automate Account Managers
866-342-8392
eaAccountManager@ECiSolutions.com

Joey Carabetta, Relevant CRM
919-435-5095
joey@relevantautomation.com

Relevant CRM
919-554-1919
RelevantCRM.com