About Simple CRM Integration
Not available in ajeraCore or ajeraCore + add-ons
Simple CRM, formally known as Deltek CRM, provides a seamless flow of information giving you complete visibility throughout the life of your project.
New features and notable changes:
- Clients are now known as Firms.
- Employees and Projects are now available in Simple CRM.
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Using the Employee Sync option in Ajera, Employees set up or edited in Ajera can automatically be created or updated in CRM.
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Ajera changes are kept up to date in Simple CRM using the Sync to CRM option on the project in the Project Command Center.
- You can create projects in CRM from Ajera using the Create in CRM option on the project in the Project Command Center.
See the Vantagepoint portal and Vantagepoint release notes for a list of all new features and more information.
What does the Simple CRM integration do?
The integration helps your firm:
- Sync Simple CRM contact, client, and project information with Ajera
The integration imports Simple CRM contact, client, and project information into Ajera, eliminating the need to enter data twice and reducing data entry errors and keeps it updated. Clients and contacts are also synced from Ajera to CRM. - Sync Ajera project and employee information to Simple CRM
Project information is sent back to Simple CRM when the project is created in Simple CRM. Employees are also sent from Ajera to Simple CRM.
- Sync Business Development Information from Vantagepoint CRM to Ajera
Business development information such as Pursuit Probability, Stage Step, and Won/Loss Date are synced from Vantagepoint to the % Chance of Winning and Final Disposition fields in Ajera.
- Sync Ajera Consultant Vendors with Ajera CRM/CRM Plus
Consultant vendors are set up as Vendor type Firms in CRM Plus. This requires that Vendors and Clients in Ajera be two separate Firms in CRM Plus. Consultant vendor invoices distributed to projects is synced to CRM Plus on the Team Tab of the Firms grid in the Project Hub and to the Associations Tab in the Firm Hub.
- Create projects in CRM from Ajera
You can start a project in Ajera and select to create that project in CRM through the sync process. This allows you to create a Vantagepoint CRM project from Ajera for those projects that do not start as an opportunity.
Relationship between Ajera and Simple CRM information
The integration syncs Simple CRM contact, client, vendor and project information with Ajera project information. In order to sync information correctly, the process creates a relationship between (or maps) corresponding information in both applications. If the item already exists, a duplicate item is not created. The map will create a relationship between the existing Ajera item and the Simple CRM information. During the sync, records that exist on the mapping table but no longer exist in CRM will be removed from the mapping table.
The integration will also keep information for clients and contacts up to date as changes are made in Simple CRM or Ajera. Changes are automatically updated in Ajera in the next sync. Project information is synced from Ajera to Simple CRM for the life of the project. Employee information is synced from Ajera to Simple CRM.
