Challenge
As part of the Argus platform—an award-winning management and lead generation tool—TMP needed a way to simplify and automate the integration of client CRMs into Argus.
Previously, this was a manual and time-consuming process, with each CRM differing in structure, naming conventions, and data formatting. The goal was to reduce setup time and eliminate repetitive technical support.
Approach
Having managed multiple client CRM integrations manually over the years, we knew exactly where the bottlenecks and inconsistencies lay.
Our MVP development team:
• Researched and mapped the most common CRMs used by TMP clients
• Identified standard patterns and problematic variables in CRM data formats
• Designed a unified integration tool that could automatically adapt to various CRM configurations
• Built the tool with customisable mapping logic to account for individual differences while ensuring smooth connection to Argus
Result
The new CRM Integrations Tool has dramatically improved the onboarding experience for TMP’s clients.
Key outcomes:
• Reduced CRM integration time by over 50%
• Lower technical overhead for each new client
• Improved data consistency across the Argus platform
• Scalable foundation for future CRM connections
Timeline
Discovery to MVP Build
-
6 weeks
Tool in Production
-
Q2 2024
Technologies Used
Cloud Infrastructure
Azure
Backend
Python
FastAPI
Integrations
Salesforce
HubSpot
MS Dynamics
Frontend
React.js
