How Under.io markets, sells, and supports their product integrations‍

Under.io, a digital onboarding platform for financial services, highlights the importance of integrating with customer relationship management (CRM) systems to streamline data management and enhance lead nurturing processes. Initially, Under.io built individual integrations but found it resource-intensive with their limited engineering team. They opted for Merge's Unified API, which offered a comprehensive solution for CRM integrations, allowing them to focus on their core product. Under.io marketed these integrations through successful email campaigns and social media engagement, creating a waitlist to drive interest. The integrations are included in their 'Custom' plan, and their sales team actively discusses them with prospects to showcase their utility. For support, Under.io relies on Merge’s Integration Observability tools to ensure quick resolution of customer issues.

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