mTap.io offers NFC-enabled Digital Business Cards with a functionality-rich Contact Management System,that integrates seamlessly with various Customer Relationship Management systems. Here is a brief overview of mTap’s integration capabilities and a "How to Integrate Your mTap Profile With CRM" guide.
Access the ‘Menu’ page through the vertical three-lined icon on the bottom right corner of your mTap ‘Manage Profiles’ page, as encircled in the image.
- Once you are on the ‘Menu’ page, scroll down to the “CRM Integration” option (encircled) and select it.
- You will be taken to the “CRM Integration’ page.
mTap integrates with a range of CRMs and each quarter, our list grows.
- To connect with Redtail, select Redtail from the given options.
- Enter your login details on the overlay that appears.
- On clicking the “Submit” button, your mTap profile will have been configured with your Redtail CRM.
You can validate the same via. a green check mark right alongside the Redtail option in the ‘CRM Integration’ screen.
To integrate Redtail CRM on the Web platform, follow the guide here.
If you want to disconnect the CRM, follow these steps
- Click on Redtail.
- You will be given the option to disconnect the Redtail CRM in the overlay that appears.
- Select ‘Yes’ and your CRM will have been disconnected.
- The same can be validated by the forementioned green check mark no longer being visible against Redtail.
The integration of mTap with Redtail CRM offers a transformative solution for professionals looking to enhance networking capabilities. By automating the process of capturing and syncing contact details from digital business cards into the CRM system, mTap eliminates the need for manual data entry, ensuring accuracy and saving valuable time. With instant access to up-to-date information, users can efficiently manage their relationships, streamline follow-up processes, and deliver personalized services.
Improved Organization and Accessibility of Data
The integration between mTap and Redtail CRM enables better organization and accessibility of data, which is crucial for providing timely and relevant support. By leveraging the robust CRM capabilities of Redtail alongside mTap's innovative solutions, users gain valuable insights into their relationships and networking activities. This includes tracking interactions, measuring engagement levels, and identifying high-value connections.