If you’re new to the concept of accounts integration, you’ve come to the right place.
Let us help you get to grips with the fundamentals of accounts integration and how it could benefit your business with our introductory articles.
Select a tab heading to find out about each topic
Many businesses store their core customer information in their accounting system. However, this is often not easily accessible and is limited to a relatively small number of people. The most effective solutions fully integrate with your CRM and ERP/accounting systems. This is essential to ensure that client records – detailing engagement across all channels – integrate with stock control, accounting and supply chain operations to guarantee seamless service.
Now you know what accounts integration is, it’s good to understand why it’s important, and more importantly how it can help your business. With the right kind of CRM integration to your back office accounting system, your business could see immediate benefits. We’ve outlined some key reasons below as to why integration is so important to your business:
Many businesses store their core customer information in their accounting system. However, this is often not easily accessible and is limited to a relatively small number of people. Prospect 365 CRM can help you improve your business efficiency and offer a better service by allowing all users to access this important information in a user-friendly format.
When generating quotes and orders, product and pricing information (including many special pricing options) can be taken directly from the accounting system. Prospect 365 CRM allows the user to see current stock levels, sales history, product groupings and pricing, customer on-stop details and credit ratings.
Prospect 365 eCommerce integration allows you to extend critical customer data to your website in almost real-time. This includes your latest product and pricing information, any customer-specific special pricing, current stock levels, and current promotions; without requiring any manual changes to be made to your website. This valuable information will make it easy for customers to place orders online, rather than on the phone and will lessen order processing admin for your team.
Orders can be confirmed directly into the accounting system without seeing an accounting screen or having any knowledge of the accounting processes. Most importantly this can be done without needing a full accounting system licence. Both sales and purchase ledger accounts can be linked to a customer or supplier in the CRM system, allowing a CRM user to view previous transactions and even drill into specific invoices - all from within the CRM system.
Prospect 365 is a Xero preferred app partner. Learn more about our unparalleled integration with Xero hereProspect 365 & Xero
Take a free, full concierge Free Trial of our accounts-integrated CRM & eCommerce platform, Prospect 365Register now
For an insight into what true integration really involves, check out our Integration WhitepaperDownload here