These days, businesses are prioritizing business automation. They want an engine that can power the functions throughout the organization rather than merely a place to track contacts, opportunities, and leads. X2Engine flourishes in this environment by dismantling departmental barriers and automating tasks to give strategic business advantages.

The Origin Of X2Engine
The origins of X2Engine go back to 1988, when David Buchanan created one of the first CRMs. In 1989, Aurum Software unveiled its unified Sales, Telemarketing, and Support product line. Since most CRM customers need to add additional information to the standard CRM database of Leads, Contacts, Accounts, and Opportunities, Aurum took the unusual step of developing the application in a high-level interpretative language. It was a 4GL at the time, giving away the source code to customers for free.

In 1996, Aurum Software became public and was bought in 1997. John Roberts began working at Aurum Software before developing SugarCRM and X2Engine. John started X2Engine in 2011 because he thought the cloud software infrastructure had advanced enough to develop a new generation of CRM.

The X2 project’s primary goals were to construct:

1. Native AWS cloud infrastructure
2. Integrated CRM and MA functionality design
3. Create a powerful enterprise workflow engine
4. Create a studio that will be used to build the application, specifying database tables and forms for data input and output.

The practical completion of each design objective makes X2Engine the most sophisticated CRM tool available. The database tables, data entry forms, and presentations were built using the Studio, which was constructed on top of the architecture stack.

X2Studio effectively defines the CRM application. This idea is crucial. Customers can quickly adapt and extend the X2CRM application using X2Studio, all without having to write any code.

The Uniqueness Of The Brand
Because of its unique beginnings in the market, X2Engine is well-positioned to adopt cutting-edge technologies. Instead of starting to write code when John Roberts originally had the idea for the next-generation CRM, X2 first created the necessary tools. The application was then developed using these tools. This makes it possible for X2 and/or the customer to quickly and easily extend the application to meet the client’s needs. Rivals have not used this strategy, giving X2 a distinct competitive advantage.

X2Engine has consistently provided clients a greater value for every dollar spent than any other CRM on the market. X2 approaches clients with the idea of automating their operations, which entails putting in place XaaS solutions as required by either developing them or merging them with already-existing ones. This is a change in perspective from how CRM businesses have traditionally operated.

X2Engine helps businesses overcome multi-SaaS system headaches. With a solution developed on a single platform, using a single code base, and offering all features in one bundle, X2Engine addresses this unhappy segment. The single CRM data source, the marketing automation engine, the workflow and process automation engine, and business analytics are used to power over 18 pre-built modules.

The benefit of using X2Engine is that it gives businesses a comprehensive view of their customers and a standardized method for interacting with them in sales, marketing, and support. One system manages a seamless client journey, which increases internal efficiency and lowers technology-related costs. Because interactions are more precise and occur at scale, this will ultimately increase revenue and profitability.

The Happy Client Base
X2Engine introduced a packaged Enterprise migration solution in 2018 under the name “White-Glove” service. Millions of dollars were spent by X2Engine on the data, interface, and workflow extraction from top CRM platforms so that the X2RM Enterprise solution could launch and the client base’s productivity would not suffer, and downtime would be avoided.

TransWorld tried to make Salesforce work for their model of business broker franchising. After spending a lot of money and four years of trying, they switched to X2Engine, which had them up and operating in just two months. Five years later, X2 is still used to automate various aspects of their business.

Salesforce was also used by Pilgrim Foodservice in the UK, primarily for quotations to clients and potential clients. They could save money on the software, have their specific quoting needs satisfied by X2Engine, and have a foundation for future development and automation of jobs that Salesforce could not handle.

Over the past few years, the White Glove service has focused on how X2Engine can automate a business. To that end, it has successfully delivered projects for various clients. These clients return to have X2 work on various aspects of their organization because they believe the projects offer an exceptional return on investment.

The Future Course Of Action
X2Engine recently released X2DocSign, a system for processing documents and electronic signatures. This illustrates the direction X2 is taking in the information self-service space. Today’s businesses have difficulty maintaining current client information and successful client communication. Because X2DocSign can receive data into a document and subsequently update the database, a mass email might be sent to clients with a link to a secure document allowing the client to update their information. Employee time spent looking for the same information and manually entering it into the database is significantly reduced in a secure, safe environment.

This is one instance of how X2Engine offers self-service data access. This is a rising demand that they continue to address by offering methods that let clients update their data with the least assistance from company staff.

also in the news

Be the first to know! Receive news,
tips and fresh ideas delivered to your inbox.