Integrating Aumni Data with your CRM provider

Skip ahead to:

1. 1. 1. The Problem: Technology that causes workflow silos and obscures data significance  
      2. The Solution: Integrating Aumni data with your CRM
      3. Accessing Aumni data in your CRM
      4. Accessing CRM data in Aumni

I. The Problem

Technology that causes workflow silos and obscures data significance  

As the private capital market continues to accelerate to new heights, it’s more important than ever to innovate your workflows to stay competitive. But it’s difficult to have visibility across your internal systems, making it even more challenging to analyze your data for actionable insights. 

II. The Solution

Integrating Aumni data with your other platforms

Adopting data-driven processes and technology is necessary to outcompete your peers and the market, and you need easy, reliable access to meaningful metrics in your digital ecosystem. With Aumni, you can integrate your portfolio’s audit-grade economic, financial, and legal information with other applications to finally unlock the true value of your data, straight from your CRM or relationship management platform.

Whether you use Salesforce, Affinity, Altvia, or another provider, you can augment your proprietary CRM intelligence with the essential Aumni data you rely on to place your investments in context. Eliminate the time investment and errors in manual data management so you can focus your time on what matters most.

In this article, you’ll learn two easy workflows for integrating Aumni data with any CRM–whether in Aumni or externally. Let’s get started.  

III. The Details

Accessing Aumni data in your CRM

1. To begin, create a Custom Field in your Portfolio Companies Report and simply copy-paste your investments’ respective CRM unique IDs (for example, any Affinity IDs unique to each company lead). To learn more about creating and saving Custom Fields, read this article. 
2. Then, within Aumni, customize a report that brings in all of the relevant information you want to import into your CRM. Save and Export your Report to a .csv in one click.
3. Work with your CRM administrator to seamlessly map those data fields to your CRM instance using whatever importing functionality they provide. Now you can access Aumni-audited data straight from your CRM!

This is a quick and customizable solution that eliminates toggling between spreadsheets so you can focus your time on what matters most.

Accessing CRM data in Aumni

Want to track external CRM data in Aumni? All you need to do is copy-paste the data from a data export into Aumni’s Custom Fields, no code required. 

1. Begin by inputting CRM unique IDs into your Aumni Report as a Custom Field (for example, any Affinity IDs unique to each company lead). To learn more about creating and saving Custom Fields, read this article. 
2. Export a report from your CRM with all of the information you wish to combine in Aumni.
3. Sort both Reports by their unique IDs and create blank Custom Fields in Aumni for each column in the export. Select the data in the spreadsheet and copy-paste your dataset directly from into the Aumni platform.
4. Save your customized Reports and rerun them for instant insight into your proprietary data, fortified by the Aumni Audit process, for empowered internal reporting with just one click of a button.