Overview

DealCloud is a CRM built for and focussed on the professional services sector.  

How does DealCloud work with Vuture Software?

Contents

• Vuture Connector
• Vuture Integration
• Main Points of Contact
• Additional Documents

Vuture Connector

The Vuture Connector is a tool we have developed which allows many different CRM databases to connect to the Vuture platform. It offers a seamless and efficient connection between the CRM and the Vuture instance and enables the client to use features such as the Contacts module and the Events app and dynamic content in marketing emails with their CRM. Client marketing lists are downloaded to the Vuture instance database for use with these modules.

Vuture software integration makes calls directly to the Client’s DealCloud CRM to return contacts and email marketing lists.  It automates the sending of campaign emails and activity recording of user actions against a contact, either by a direct call to the CRM or, for any additional fields, sending activity updates via Vuture asynchronous queue processing.

DealCloud users will use the Vuture Contacts module to set up forms and send their emails.

In the Vuture software a DealCloud CRM activity occurs when:

• Marketing Email is sent
• Contact completes and sends a form

It allows automatic delivery of further content, based on the collected data.

Vuture Integration

A connection via the internet provides the service calls to update the CRM data and is configured to:

• Provide access to Modules required by the client and licence keys
• Define security for access of each Campaign and Module
• Require CRM fields/data which will be updated
• Screen definition and versions
• Additional VX task services
• Logging options

There are additional settings for module access, software/screen versions and other default values etc.

These are the standard Objects and fields used by the Vuture integration. 

During setup, the CRM MetaData manager will be used to map these fields from the client’s CRM which will make them available on their forms:

Contact 

Fields from the Client CRM can be defined during setup by the Project Manager. Once the integration is made live, changes to these can be made by your Account Manager.

As an example, a few fields for Email Subscriber/Forms from one client are detailed below: 

Email Subscriber/Form (example fields below) 

Main Points of Contact

Vuture Helpdesk

UK +44 (0)20 7928 6250

US +1 646 569 9079

AU +61 (02) 8216 0767

{Client’s Account Manager Details should go here}

Additional Documents

Clients: please ask your Account manager for more information if you require the documents below:

Creating an Email for DealCloud using Vuture Contacts Module

How to setup Events App for DealCloud