Skip to main content

​
Overview

Grand Central CRM connectors enable seamless integration with leading customer relationship management platforms to synchronize customer data and enhance customer relationship management capabilities. These connectors provide ready-to-use solutions that minimize development effort, allowing both customer service representatives and customers to benefit from CRM capabilities. Financial institutions can ensure real-time synchronization and data management, maintaining accurate and up-to-date customer information across all systems.

​
Available CRM Connectors

​
Salesforce

Industry-leading CRM platform for sales, service, and marketing automation. The Salesforce connector integrates with Salesforce Customer Relationship Management API v56.0. Key capabilities:
  • Real-time customer data synchronization
  • Comprehensive customer records access
  • Email address, phone number, and postal address management
  • Pre-configured CRM interaction paths
  • Clearly defined endpoints through Grand Central Unified API Specification

​
Microsoft Dataverse

Unified data platform powering Microsoft Dynamics 365 CRM and Power Platform applications. The Dataverse connector provides seamless integration with the Microsoft Dynamics 365 ecosystem. Key capabilities:
  • Access to comprehensive customer records through Contact Entity API
  • Real-time party information retrieval and updates
  • Email address, phone number, and postal address management
  • System consistency across different platforms
  • Pre-configured CRM interaction paths

​
Key Features

​
Real-Time Data Synchronization

  • Bidirectional sync: Keep data synchronized between banking systems and CRM platforms
  • Instant updates: Real-time synchronization ensures all systems have current data
  • Consistency: Maintain data consistency across multiple systems
  • Automatic propagation: Changes in one system automatically update others

​
Customer Information Management

  • Comprehensive profiles: Access complete customer records including contact information
  • Contact details: Manage email addresses, phone numbers, and postal addresses
  • Profile updates: Update customer information in real-time
  • Data accuracy: Ensure customer service representatives work with current data

​
Party Management

  • Retrieve party information: Access customer profile details through unified API
  • Update party data: Modify customer information across integrated systems
  • Search capabilities: Find customer records based on various criteria
  • Relationship tracking: Maintain customer relationship history

​
Integration Capabilities

  • Pre-configured paths: Ready-to-use CRM interaction paths
  • Unified API: Access CRM systems through Grand Central Unified API Specification
  • Event-driven integration: Real-time updates through event notifications
  • Custom object support: Extend beyond standard entities with custom objects

​
Use Cases

​
Customer Service Enhancement

Enable customer service representatives to access and update the most current customer information from CRM systems in real-time.

​
Customer Data Synchronization

Maintain consistent customer information across banking systems and CRM platforms with automatic synchronization.

​
Contact Information Updates

Allow updates to customer contact details (email, phone, address) with immediate propagation across all systems.

​
360-Degree Customer View

Provide comprehensive customer insights by integrating banking data with CRM customer relationship history.

​
Marketing Automation Integration

Synchronize customer data between banking systems and CRM marketing automation tools.

​
Case Management

Integrate customer service cases from CRM systems with banking operations for better customer support.

​
Sales Pipeline Tracking

Connect banking product opportunities with CRM sales pipelines for better conversion tracking.

​
Integration Architecture

​
Salesforce Integration

  • API Version: Salesforce API v56.0
  • Protocol: REST API
  • Authentication: OAuth 2.0
  • Data Format: JSON
  • Objects: Standard and custom Salesforce objects
  • Endpoints: Pre-configured through Grand Central Unified API Specification

​
Microsoft Dataverse Integration

  • API: Contact Entity API
  • Protocol: Web API (OData)
  • Authentication: Azure AD
  • Data Format: JSON
  • Entities: Contact entity and related entities
  • Endpoints: Pre-configured through Grand Central Unified API Specification

​
Supported Operations

​
Salesforce Connector

  • Retrieve customer profile information
  • Update customer contact details (email, phone, postal address)
  • Search for customer records
  • Access standard and custom objects
  • Query customer data using SOQL
  • Real-time event notifications

​
Microsoft Dataverse Connector

  • Retrieve party information from Dataverse
  • Update party information in Dataverse
  • Manage email addresses, phone numbers, and postal addresses
  • Access Contact entity data
  • Query customer data
  • Real-time change tracking

​
Integration Benefits

  • Unified API: Consistent interface across CRM connectors using Grand Central Unified API Specification
  • Faster Time-to-Market: Pre-built connectors eliminate extensive custom development
  • Real-Time Synchronization: Instant data updates across all integrated systems
  • Reduced Development Effort: Ready-to-use solutions minimize implementation time
  • Data Consistency: Ensure accurate data across banking and CRM systems
  • Enhanced Customer Service: Representatives access current customer information
  • Improved Customer Experience: Consistent data leads to better customer interactions
  • Scalable Solution: Handle high-volume data synchronization efficiently
  • Configurable Integration: Adapt to your institution’s specific requirements
  • BIAN Compliance: Standardized party management based on BIAN framework