What How and Why of UnifiedVU

WHAT is UnifiedVU?

UnifiedVU surfaces data that is relevant to your workflow (e.g. prospect due diligence) from internal and external software (e.g. CRM software) and data sources (e.g. Companies House) onto one interactive user screen giving you the ability to act on insights arising from multi-sourced data via built-in functionality. It also work interactively with the underlying software where you have login access to (e.g go direct to the applicable record in CRM, accounting software, etc for further analysis or updating).

 

HOW does it do that?

UnifiedVU is built on an unique framework where an interaction on one App will result in adjacent Apps automatically responding as if they were connected, i.e. selection of a contact on a CRM App will result in adjacent accountancy app displaying related invoices. Each App connects with one software system or data source and surfaces data from it with functionality in real-time. We do not store any data in our servers from your software or data sources. Once a work Space is populated with Apps from our internal App Store, the Apps can interact with each other based on triggers and listeners. This creates unique user experiences allowing you to respond to data from multiple systems and sources in one place, driving greater organisational efficiency.

 

pipedrive and xero virtual integration

WHY do my team and I need it?

You now have all the relevant data with functionality at your fingertips to make the best decision every time, even if you do not have direct login access to corresponding business software and data sources. The need to rely on others for access to data or reports become a thing of the past. You now have the flexibility to allow others in your organisation to benefit from data trapped in systems controlled by you (e.g. sales getting access to marketing data from MailChimp creating customer interaction opportunities).