• Give customer-facing personnel the information they need to deliver excellent customer service
• Display credit limit, current balance, aged debtors and other information directly in your CRM application
• Drill down to see open sales orders, quotations and invoice history

View all sales orders and quotations by status

• View invoice number, date, etc.
• Reference PO numbers, prices, tax, discount, quantities and freight information
• View order date, number, and ship-to information
• Evaluate open invoice due dates, balance and status
• Drill down to product details

• View year/month-to-date sales
• View sales by product quantity, total value and price
• View by last purchase date

• Allows front office staff to enter sales orders and quotations into the accounting system
• Generate quotes and orders directly from your sales opportunities, using products and unit pricing imported from your accounting system
• Orders are submitted to the accounting system and then validated with current pricing, shipping and tax information

• Avoids replication of data, deploys a ‘smart link’ strategy
• Users can create and link accounts or can link to existing accounts
• Changes are submitted and synchronised automatically

• Synchronises your accounting system products into your CRM system
• Specify the warehouse/s that you want synchronised
• Build sales quotations or sales order templates with\ appropriate information

Eliminate Duplication of Work

SME’s that integrate their CRM systems with their back-office solutions will experience a number of benefits. One of the most obvious is ‘once-only’ data entry, whereby a customer’s details are input only once through your CRM system and then automatically updated across the accounting and management system. It also works the other way round, with new or amended entries in the accounting system automatically updating the CRM database. Not only does this save time by reducing duplication of effort, it also means that potential mistakes and conflicting data are minimised.

Sales Advantages

Salespeople have greater flexibility in managing their accounts and can respond more quickly to customer requests, whether they are in the office or working remotely. Integration between your CRM and your accounting system provides your sales professionals with access to relevant information. Without having to leave their CRM screen, they can view customer data such as credit status, account balance, payment due dates, order history and turnover. Whilst not connected to the network, remote salespeople can also change account information and enter sales quotes and orders using cached product and pricing information. These can then be submitted for processing and are synchronised into the back-office system automatically.