Working Together To Power Seamless Workflows
Advanced tools that power internal workflows to make communication more streamlined and efficient. This two-way integration includes critical data exchanges, contextual deeplinks, one-click access to Black Diamond reports, and on-demand CRM pushes into Black Diamond. But it's not about one specific feature, it's about the workflow they create. Sitting at the core of your techstack, these two products will fuel your day-to-day and create new efficencies for every employee, no matter their role.
Always Have Contextual Conversations That Move Relationships Forward
Our SSS&C Black Diamond Two-Way Integration Is Available in Elements, Engage, and Data Broker
We actually build all of our integrations inside Data Broker. Data Broker is included in both Elements and Engage, as well as available to purchase separately for current Salesforce and Microsoft Dynamics365 users.
A CRM that automates the repetitive, dives deep into analytics, and integrates the very best tools. Elements supports the total weight of your business with access to what you know, what you’ve done, and who you’ve done it for.
Engage embeds itself at the center of your workflow, to centralize and automate communication on all fronts. Optimizing every client engagement touch and internal process. Engage is an immersive CRM for every role.
A growing package of pre-built and maintained integrations with the industry’s most used tools and providers. Bolts onto exsisting Salesforce and Dynamics365 CRMs.