INTEGRATIONS
Your tech stack's last mile, covered.

You've invested heavily in CRM, BI, and probably many other systems — rich, valuable data sitting in the back office.

But the last mile, where a rep is actually in front of a customer, is where all that investment usually falls apart.

Reps either skip the data because it's too much manual work to pull in, or they use it and lose hours doing it by hand.

LivePreso leverages the systems you've already built, automatically, so that investment finally reaches the room where it matters.

What LivePreso connects to
  • CRMs. Salesforce, Dynamics, Hubspot, Attio, Xplan, Box+Dice, Copper, or your CRM. Pull account, contact and opportunity data straight into every presentation
  • BI & data platforms. Tableau, Power BI, GoodData, Microstrategy, Snowflake, Databricks, Clickhouse, or your system. Surface live business intelligence and reporting data, without manual extraction
  • ERPs. SAP, Dynamics, or your ERP. Connect operational and financial data directly into governed content
  • Asset management systems. Adobe Experience Manager, SKUVantage, or your system. Pull assets directly from wherever you manage them now
  • Spreadsheets. Excel, Google Sheets, Airtable, or your tool
  • Cloud storage. Google Drive, Dropbox, or your tool
  • Pricing engines. CDRLive, or your system. Pull current pricing and configuration data, so nothing goes out stale
  • Industry-specific systems. Xplan (financial advice) Box+Dice, PDOL, RealTime Agent (real estate). Moveware, Movesurvey (logistics). Or your systems.
It goes both ways

LivePreso doesn't just pull from your systems, it also pushes back.

Every presentation, interaction and outcome feeds data back into your CRM automatically, making it richer and more useful over time.

That two-way flow changes behaviour, not just workflow: reps have more reason to keep CRM updated, because that's what LivePreso uses to build their next presentation. And what comes back from LivePreso makes CRM worth updating in the first place.

Related

Platform overview

Where integrations sit in the wider architecture

Professional services

How integrations get set up during rollout

Content automation

The capability integrations make possible

LIVEPRESO CUSTOMER STORIES
FCM Travel Solutions (USA) achieves record productivity gains with LivePreso

LivePreso has enabled FCM Travel Solutions (FCM US) to automate their customer Quarterly Business Review engagements, and, as a result, realise enormous productivity savings.

Read the FCM case study
READY?
See what LivePreso connects to

Book a demo and we'll show you a full LivePreso implementation — from data to governed, interactive presentation — in under an hour.

Book a demo