CRM & accounts integration
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When it comes to customer data, finance and sales share
significant overlap. That's why we developed a tool that empowers
your salespeople to carry out key tasks from within CRM, enabling
them to be both productive and proactive without intervention from
the accounts department. With this unique integration tool, you
can:
Enter quotes/orders
Quotes, pro formas and orders can all be entered from within the
familiar CRM interface, empowering salespeople to action orders
more quickly and saving duplication in other departments.
The Quote Entry function allows salespeople to create
opportunities directly in CRM, so saving re-keying into your
accounts system. This not only saves time but improves the accuracy
of pipeline reporting and management. If you choose, you can also
allow your salespeople to control invoice and delivery address
details within the software.
To help with ease and speed of entry, previous orders and quotes
can be duplicated from the main window. All quotes, order
confirmations and management reports can also be deployed into the
software in a menu format. This allows easy access to information
held in CRM, the finance system, our service management software
and any other systems you may have.
This software is fully compatible with multi-currency options
and allows you to choose stock records, prices and text entries
without having to log into the accounts. Previous orders and quotes
can be viewed and amended from within CRM.
Manage sales orders
Workflow of sales orders can be easily managed from within the
CRM interface. For example, your salesperson could enter a sales
order with a 'Hold' status; once approved, an alert would then tell
a manager to release the order.
Create/update records
Integration between the customer creation windows within CRM and
your sales ledger in your accounts system allow your salespeople to
easily update active contact records. In addition, customer details
can be amended while being logged into CRM.
We can also configure your field mappings so that company
information captured within your CRM system can automatically be
updated into the accounts. To ensure your finance records are kept
clean and duplication minimised, customer code formats can also be
controlled within the software.
View customer history
Financial information relating to your customers can also be
integrated back into CRM and actioned. For example, stop status,
stock records and credit limit warnings can be configured within
the module.
With full access to this information, salespeople can easily
check availability before committing to an order and quickly view
the customers' credit situation to ensure they're not selling to a
customer on stop.
View cross and up-sell opportunities
With full access to customer order history from within CRM,
sales (and marketing) can take advantage of up- and cross-selling
opportunities, basing promotions and pitches on your customers'
very latest buying patterns.
Run reports
With this software, you can empower all your CRM users to report
on finance information directly from a single screen - without the
need to log into the accounts. Provide configured Crystal reports
through an intuitive, configurable and logical menu structure. It
also allows you to dynamically run reports without needing to enter
complex parameters. For example, you can show a customer order
history report for an active customer in CRM.
View information 24:7
Utilising an optional browser-based interface provides even
greater flexibility, allowing your salespeople to carry out all of
the above at any time of day, wherever they are.
Further information:
A director's guide: Selecting powerful CRM software
Why CRM, and why now? Perhaps you’ve been thinking about investing for a while, but you’ve been waiting for the economic storm to subside. Perhaps you’ve been put off by horror stories of companies who spent heavily in CRM systems and have yet to see the benefits.
Find out more »
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