ActionBridge for Microsoft Dynamics CRM :: Nimaya Secure Mashups Connecting On-Premise Data with SaaS and the Cloud
  Making Customer Centricity Work
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ActionBridge for Microsoft Dynamics

Integrate your Microsoft Dynamics CRM deployments with your other desktop applications without moving data outside the enterprise by creating secure enterprise data mashups with proactive alerts and information delivery.

Nimaya’s ActionBridge enables Microsoft Dynamics CRM users to proactively alert and prompt sales and support staff to new sales leads and potential risks via the automated creation of activities, opportunities and leads based on information residing within and external to Dynamics CRM. ActionBridge provides users with guidance and information based on a unified view of each customer that combines information from across the enterprise via enterprise data mashups.

The end results make customer centricity work.


ActionBridge for Microsoft Dynamics CRM includes these major benefits:

Enterprise Data Mashups ActionBridge enables users to create mashups of data and information from their enterprise and hosted (SaaS) solutions.  A mashup is created by combining information and/or services from more than one source into a single, unified result set.  The resulting set of information provides insight above and beyond the value of the individual pieces of data from the source systems.  ActionBridge mashups are seamlessly embedded into Dynamics CRM.  Typical mashups include CRM data from Dynamics (such as a customer’s contact information) with information from a financial system and a support system (both on premise).  This results in a single view consisting of the customer’s information, purchasing history, current financial standing and current support case standing, on demand and securely. This is accomplished without moving data into Dynamics.

Having this information in one place benefits customer interfacing employees such as sales and services representatives as they do not need to access multiple systems and manage multiple passwords.  Most importantly, since all the information the employee needs is in one place, productivity increases as employees are able to service customers more efficiently.  In turn, this leads to greater customer satisfaction and lower customer churn.

ActionBridge takes mashups even further by automatically taking action based upon configurable scenarios.  Doing so effectively “connects the dots” among disparate enterprise and SaaS applications.  Employees no longer need to manually search data for insight to discover value points such as cross-sell and up-sell opportunities; react to accounts that close prematurely; or search for the reasons leading to specific events and conditions such as late payments.  This insight is delivered proactively through mashups.

Proactive, Event-Based Activity, Lead & Opportunity Creation ActionBridge provides automatic creation of activities, leads and opportunities to generate dynamic alerts and warnings that identify new leads and potential risks with existing customers and sales opportunities. Events trigger rules that are configured specifically for your business, leveraging information both within and external to Dynamics CRM. For example, if an account with an active sales opportunity in Dynamics CRM has an unresolved billing dispute or multiple high priority service tickets open, the salesperson owning the account will receive proactive alerts for these issues in the form of automatically generated tasks on their Dynamics CRM home page or alerts to e-mail.

Additionally, ActionBridge business rules can be configured to uncover cross-sell and up-sell opportunities resulting in additional automatically created activities, leads and opportunities within Dynamics CRM.

From each activity, lead and opportunities created, users can access the specific information that led to its creation, directly from the ActionBridge customer profile view. Users can further drill-down to obtain a greater level of detail regarding the current customer’s or prospect’s status, all without leaving the Dynamics environment.

Leverage Desktop Systems ActionBridge delivers secure, real time access to account information residing in legacy and desktop systems (such as billing, orders, service history and transactional records) as well as third party information sources (such as Dun & Bradstreet® and Hoovers®), from across the enterprise and Internet, regardless of the source system’s platform or geographic location.

This information is presented directly within Dynamics CRM, eliminating the need to use additional desktop applications or access multiple systems using different credentials. Examples of this information include product and services inventory, existing contract details, wallet share, and pricing data. ActionBridge can also be configured to present information transiently, and selectively copy information into the Dynamics CRM database.

Unlock Your Customer Data & Increase Loyalty Existing Dynamics CRM customers can deploy ActionBridge and realize the benefits in days, not weeks. Start obtaining proactive activities, opportunities and leads, with decision enhancing information from across the enterprise, directly in Dynamics CRM. Furthermore, ActionBridge’s seamless integration with Microsoft’s Active Directory security and access profiles makes deployment and scalability a cinch.
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Microsoft Dynamics Dashboard Screenshot

ActionBridge for Microsoft Dynamics CRM Enterprise Data Mash-Up Screenshot