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Customer Success

Never lose track of the most important part of your business: the customer

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Manual Cust. Info Entry

You manually enter every customer detail for record-keeping, you’re overwhelmed with continuous data entries, you constantly worry about accuracy, and you’re responsible for updating every single customer record. Does this sound familiar?


Automated Cust. Info

Prepare for extensive customization! Our Customer Data Sync seamlessly integrates all customer-related data from your CRM system to your marketing and sales platforms. Update customer profiles and get specific information about your customer When customer issues are resolved or a new sale is completed, the system updates accordingly. These are just a few capabilities we offer; book a call to tailor solutions to your specific customer success needs.


Customer Info When You Need It

Your custom-built automation solution eliminates the need for manual data entry in customer inquiries, freeing you to concentrate on activities that boost production efficiency and profitability.

Only 40% of customer relationship managers are confident in the accuracy of their customer data.

The primary reason for this lack of confidence is human error due to manual data entry.

Manual entry is difficult to scale and often results in inconsistent data across systems.

While many systems can integrate your CRM software, not all are attuned to your specific needs. Our solutions are crafted to ensure accuracy and consistency in customer data across all engagement points, tailored to your business needs.

At DataAutomation we understand how overwhelming automating can be. We are committed to walking through the process with you to find the solution that best fits your needs. Our mission is to make automation through integration as easy as possible. We listen to your needs and build the best solution for you and your business so you can stop worrying about manual entry, and focus on revenue generating activities.

“DataAutomation has been terrific to work with! They have been responsive. They listen to our needs, which doesn’t happen all the time with other companies. And they stand by their word. Which is hard to find these days.”

Rolando Rosas

Owner, GlobalTeck Worldwide

Trusted by Best in Class Businesses