Improve customer experience with self service orders

Need: An integration between CRM & Finance system to  allow customers to view order and account information within a customer portal.

Description: An organisation wants to allow its customers to become more self-serve and improve experience, by enabling them to view their order history and account information within a customer portal, without needing to go through finance and admin teams to receive the information.

Strategy: Lead to Ledger

Solution: With a seamless integration between their CRM and Finance system, the organisation can pull customer balances, invoices, and orders which can be placed into the customer portal. This will enable customers to access their order information when they require and will also allow finance teams to reduce their time spent sending order information out to customers.

Benefits:

• Reduction of time internally sending out old information.
• Easier for customer to be able to self serve to access this information whenever they need it.
• Reduction of licences for access to the finance system.
• Orders only coming through into finance system if placed, leading to more focussed data insights.