Integrate our CRM Solution to your ERP System
Our CRM Solution integrates into 60+ different ERP and Bookkeeping systems around the world. Using server controlled exchange of information of your customer and sales information you ensure seamless integration of vital data.
Currently we offer direct and fully seamless plug-ins to the following systems:
• SAP Business 1
• Dynamics Nav
We work closely with our production office in India and currently offer +100 integrations into different Software Systems.
Key words to integrating your data between our CRM Solution and your ERP System:
- Simple: No coding, no programming experience needed
- Automatic: Data flows back and forth seamlessly
- Reliable: Our CRM Solution and your ERP System remain 2 different entities
- Secure: SSR-encrypted; the system does not access your data
- Flexible: You choose how often and when you want the data to update and integrate
- Control: You set the parameters for products, customer data, accounts receivable and payments
- Robust: Receive log-files to review system accuracy and function. Set up alerts for system mal-function
The primary advantage of integrating your data into your ERP system is that system data is maintained from one source, for instance stock control, pricing categories and product descriptions.
- Sales orders: Export orders to the ERP System via XML or CSV files for invoicing
- Customer data: Debit and credit information is constantly updated to ensure that the sales rep stays within account parameters
- Dedicated sales control: Set parameters for each sales rep with reference to the product lines and customer relations with whom they are allowed to interface
- Pricing Structure: Price lists and discount structures will follow the customer data as set forward in the ERP System
Other top features with our CRM Solution
Set up your catalogues concerning categories, visual impression and product design. Present your catalogues and process your orders quickly and in full control of every detail.
Have full control of your customer data. Dashboards give you a dynamic overview of your sales and with our integrated calendar and GPS function, you can access your customer data instantly.
Use our solution to ensure that you get more sales from your existing customers by using up-selling and cross-selling. Present packages and solutions that allow the customer more choice.
Plan all vital functions of your sales organization and stay on top of your team performance at a glance.