HEDLOC Vibe, securely connects to your Microsoft Dynamics CRM instance and allows team members to manage their customer relationships from within the Jive platform.
Whether you need assistance from the team to close a deal, or want to collaborate on providing customer support, HEDLOC Vibe brings your CRM records to life in the Jive Social Business Platform.
A customisable dashboard lets you select the CRM record types that matter to you from opportunities, leads, cases and tasks. Create new leads, calls, meeting and tasks, and simultaneously search across Dynamics and Jive.
Did that latest announcement from product management give you a reason to call your customer? Create MS Dynamics meeting, calls and tasks from several places within the Jive interface.
Create Jive Discussion about individual CRM records simply and easily, pushing all the CRM fields you decide are appropriate and embedding them directly into the discussion.
This means that non-CRM users can now collaborate on helping your customers by working together on opportunities, cases and leads without revealing unnecessary or confidential details (such as the opportunity amount) to your Jive community.
!mention MS Dynamics opportunities, accounts, contacts and cases in Jive discussion and documents.
This allows you to embed Dynamics records directly where the discussion is happening and people can view this content without even leaving the current Jive page.
Creating a call
To find out more about HEDLOC VIBE Enquire now.