A new integration approach is available so that when Users add Stakeholders to Valkre, they can do a real time search of their Contacts in a CRM and add multiple at a time.
This should dramatically improve the UX around adding Stakeholders to Valkre as well as reduce integration complexities caused by poor data quality in CRM.
This integration approach will vary depending on the CRM, but should only require about 30 minutes of work on the CRM Team. Please reach out to Valkre Customer Success for more technical documentation and a demo on how this new connection works.
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