Cogenix has been developing custom solutions for our diverse client base for 24 years. Client needs have dramatically changed over that time, but the specific processes we use to deliver an effective solution that fully meets the defined requirements have changed very little. The technologies used to deliver compelling solutions across the wide variety of environments and devices currently available has certainly evolved, and in that evolution we have seen that our solutions have coalesced around a few key areas, summarized below. Make a selection from the left-hand navigation to see more detail for each solution.
CRM software has become the biggest software market worldwide, and there's no sign of that changing soon. The need for companies to have real-time access to customer data on a variety of devices is driving much of this. Cogenix has had the opportunity to integrate with many of the top CRM solutions, with years of experience working with Salesforce and MS Dynamics, as well as SAP and SugarCRM. We have also completed integrations with custom, in-house CRM systems for several clients.
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With the fierce competitive environment most Fortune 1000 companies face on a daily basis the importance of having a healthy customer reference program cannot be overstated. Cogenix has been working in the customer reference management space for 17 years, and has attained a level of expertise in the area that is difficult to match. We have delivered custom enterprise-class systems, as well as a best in class SaaS application, and continue to maintain and develop solutions in the space.
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Sales Enablement Solutions Integration
Sales & Marketing teams are increasingly reliant on one of the many Sales Enablement solutions available to effectively distribute the widely varied content that is required in the current highly competitive environment. Cogenix has been asked to integrate with many of the higher profile solutions, such as Adobe Experience Manager, Highspot and Seismic, as well as a few custom systems developed for enterprise-class clients.
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The CRM Software market has exploded, having recently overtaken Database Management Solutions for the top software market by revenue in the world. At this time, it would be considered a rare situation that an enterprise-class software application wouldn't benefit in some way from an integration with a CRM system, and this is increasingly proving to be the case for the SMB market. CRM integrations have been a core area of development for Cogenix for nearly fifteen years. We've had the opportunity to work with many of the primary CRM solutions, Salesforce, Dynamics 365, SugarCRM and SAP, and our experience working with these has allowed us to greatly enhance many of the business applications that we have developed. It has also proven invaluable when working with clients with a custom CRM solution in place. Please find details of our experience working with some specific CRM solutions below.
Cogenix has been creating managed and unmanaged packages for both Salesforce Classic and Lightning Experience since 2007. With well over 100 real-time integrations in place between client systems and Salesforce organizations, we have encountered a wide variety of SF implementations and have gained invaluable experience working through the challenges that variety brings. Our bi-directional integrations have leveraged both standard and custom object data, and we've been asked to integrate a single client system with multiple SF orgs, as well as one SF org to multiple client systems. We have managed several AppExchange security reviews, and have become quite familiar with secure practices such as SSO, OAuth, CORS, certificate and key management, as well as named credentials.
Our experience working with Dynamics 365 began nearly six years ago and we have created many managed and unmanaged solutions during that time. Working closely with Microsoft as a partner on many of our solutions, we have developed bi-directional integrations with standard and custom object data using both web-based and .NET backend environments. Having undergone several security audits we have become adept with Security Roles and other security elements.
Cogenix built an installable package to support integrating SugarCRM with client systems that enables bi-directional data flow, with integration points for contacts and opportunities. Working with IBM, we rolled out the package in their production Sales Connect SugarCRM client in 2017.
Cogenix has been working in the Reference Management space since 2004, and our knowledge and experience has grown exponentially as we have remained very active in the space for the past 16 years. Reference management has evolved a great deal during that time, as initially the focus was more on effective maintenance of the back-end processes critical to effective reference management programs. Very soon it began to evolve into maintaining program-specific content/documents and providing a compelling & efficient environment for the Sales team to access that information. Sales Enablement became the focus, and with that the importance of robust integrations with CRM systems, such as Salesforce and Dynamics 365, where the sales teams can locate and request the reference information in the environments that they are working with on a daily basis. In the past few years customer reference systems have evolved even further through consolidation of important customer information from a number of outside sources, such as Influitive and TechValidate, that provide even more value to the reference programs through increased visibility into the full information stack and robust reporting of that information to target areas of improvement.
Our management team has remained consistent throughout, so we have several resources that are considered industry experts and provide immeasurable value to the Fortune 100 enterprises that we work with on a daily basis. Our knowledge and experience developing both custom solutions, as well as an industry-leading SaaS solution, set us apart. Please see below for details about our experience working with both types of solutions.
Custom Reference Management Solutions
Having successfully completed the design and development of a new dynamic Sales Portal for Adobe in 2002, Cogenix was engaged by their Customer Reference team in 2004 to create a custom solution they could use to effectively manage their ever-growing program. Given they were using spreadsheets to manage the program, we completed a lengthy requirements and specification phase that fully defined the total scope of the project, and was an invaluable introduction to the reference management space. The development of the application went as planned and the team was very happy with the end product. We were retained in a maintenance capacity and have maintained that relationship to this day, having completed many upgrades, a complete application redesign and numerous integrations with the different Sales Enablement tools they have used over the years.
Industry Leading SaaS Solution
In 2006, Cogenix entered into a partnership with a leading Sales & Marketing company in the reference management space to develop and market a complete customer reference management solution that would leverage a Software as a Service (SaaS) model. The entire process from initial meetings to solution completion took over seven months, with the first client contracts signed in early 2007. Sales of the solution maintained steady growth over the years with it now being considered one of the leading options in the industry, leveraged by several Fortune 100 companies. We have managed numerous updates to the solution over the years based on evolving client requirements, identified areas for improvement of existing functionality, and defined new modules that increase overall value to the client. Now in its 14th year, the solution offers CRM integrations for both Salesforce & Dynamics 365, as well as several Sales Enablement tool integrations, and is viewed by salespeople as a one-stop shop for customer reference and sales enablement information.
Organizations of all sizes are learning that leveraging some form of Sales Enablement solution is imperative to maintaining successful sales operations in their ultra-competitive markets. Adding value through information and helping buyers with their purchase decisions has become essential for success, with nearly 3/4 of buyers choosing to work with the sales rep that is first to provide them value and insight. A complete Sales Enablement solution provides marketing teams with the confidence that the content that they are producing is being used and is effective by leveraging detailed analytics. Cogenix has been working in the Sales Enablement space for nearly 20 years starting with the development and maintenance of custom Sales Portals for clients. As the space has evolved to the use of modern Sales Enablement Platforms our engagement has been through integrations with content repositories, ensuring that the content being produced is enabled in real-time and tagged with the proper metadata to maximize it's usage by the sales team. Below you will find detail of our experience working with some popular Sales Enablement solutions.
Adobe Experience Manager
Cogenix has been an active vendor for Adobe since 2001, and in that capacity has completed many projects for several teams in Sales & Marketing. Having developed two custom iterations of their internal sales portal, we were uniquely positioned to assist them when they decided to update their portal to leverage their own solution, Adobe Experience Manager (AEM). Their existing Content Library, that we had previously developed, was updated to integrate with AEM for both incoming and outgoing data. Incoming data was received from their AEM core instance and processed accordingly based on pre-defined business rules. The outgoing process was managed through an update to add the ability to tag content with the necessary AEM meta-data tags, which were pulled in real-time leveraging their API. Upon submission in the library, the content and meta-data was then pushed into AEM in real-time using an unattended service calling the appropriate AEM API methods. This integration proved to be so effective that it was leveraged to include two other AEM portals that they had developed for their Partner Program. In addition to building the integration code for the library, we created AEM servlets and services that were installed into their production AEM core instance.
Having completed the development of a custom content repository and sales portal several years before, Cogenix was engaged to update the content repository to integrate with a new Highspot implementation. We worked closely with a dedicated Highspot team thoughout the implementation process. Highspot leverages unique ID's to categorize content, and the system architecture and the content repository application were updated to integrate those ID's into the existing tagging functionality. The content and tagging is then pushed into Highspot in real-time via a service leveraging the existing Highspot API. An additional process was implemented to ensure that content designated to expire in the content repository was handled appropriately in Highspot.
Cogenix recently had the opportunity to work with a client leveraging Seismic to produce a real-time integration to push content and metadata into the Seismic solution. Working directly with a team from Seismic, we were able to ensure the integration was secure and optimized to fully meet the client requirements. The solution leveraged Seismic's LiveSend capabilities to pull information for real-time customer reporting.