Integration with CRM

Need: A seamless integration across the CRM and Finance platform.

Description: A CFO of an organisation has realised that there are account data discrepancies between their CRM software and their Finance system. This has begun to cause problems when performing account reviews and sending invoices for payment. Furthermore, the CFO has noticed that staff are doubling their efforts by manually adding data into each system twice, which has caused human errors.

Strategy: Lead-to-Ledger

Solution: With a lead-to-ledger model, the organisation can seamlessly link their CRM and Finance platforms together, which provides the organisation with a powerful structure that removes manual processes and reduces the risk of human error.. With a single-entry point for data, the organisation can now control who enters contacts and accounts data, as well as trace those who make changes to the data. This allows the organisation to regain control and ensure both systems are updated with accurate data.

Benefits

• One combined solution
• Allows control over who updates Accounts and Contacts
• Traceability of who updated what
• Up to date financial information on Accounts, with the ability to assist Sales and marketing users within the CRM platform