That's a fantastic question! We highly recommend a direct integration for both the CRM and MAP. Here are a few factors to take into consideration.
1. Our monitoring systems let us know if something is amiss
We want to make certain that all the information we send is passed successfully. We have systems in place that will alert us if the pass to either the CRM or MAP fails. If an internal sync between your MAP to CRM (or vice versa) fails for any reason, the systems that normally would alert us would not.
2. The format in which we pass the information differs between a CRM and MAP
In general, MAP integrations are intended to strengthen the ability to segment lists based upon individual assessment questions and answers. So, for MAP integrations, we push in assessment results in the form of individual question and answers. Doing so would allow you to segment an email list targeting all contacts who filled out a Roobrik assessment on behalf of their dad who believe they’re financially ready for the move, as one example.
CRM integrations are formatted in a block text with bullet points — it’s easier to read than individual questions and answers. This allows sales counselors to more easily read and digest the Roobrik assessment results.
Wondering how you can best utilize your leads in your MAP? We've got you covered!
3. We check for duplicates
We recognize the importance of avoiding duplicate entries. To address this concern, we have incorporated a duplicate checking process into our integrations to reduce the likelihood of duplicate entries in your CRM and/or MAP.
If you are interested in learning more about our process for managing duplicate entries in your CRM and/or MAP, please refer to the links provided below for more detailed information.
Duplicate handling in ActiveDemand/EnquireMAP