The accounting system
integration of Legrand CRM maximises the
effectiveness of your contact
management system
through enabling
users to seamlessly share
information between the two systems.
What does this mean? In a single place see all core company information, history of communications, active sales opportunities
AND accounting data including sales and outstanding balances.
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Quick Summary of Legrand CRM's Accounting
Integration Features |
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Import company/contact
records from the accounting system to aid
CRM integration |
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Simply create company/contact records in one
system from the other (either direction) |
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Access and search on key financial
information within Legrand |
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View transaction listings within Legrand CRM |
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Import product/service purchase data
(QuickBooks & ABM) |
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Financial data and integration functions are
protected by administrative user permissions |
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Enable users to see some accounting system
data without necessarily providing them
access to login to accounts package |
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The financial relationship with
customers is an important facet of any business relationship. Legrand CRM links with accounting systems; thereby enabling all CRM users to have current information about the accounting status of every customer.
The accounting link has two primary functions:
Create companies and contact between the accounting and CRM system. For example, a prospect that exists in Legrand may now be a customer that will be billed, users can click a button an instantly create the company/contact in the accounting system thus avoiding double entry.
Display financial information to CRM users enabling users to have a complete view of a company in one system. Equally users without access to the accounts system can see information such as sales history and outstanding balances.
By having key financial summaries on each
customer available in the CRM database, your front office staff can see at a glance what a Customer's accounting status is and can better respond to any enquiry without needing full access to the accounting system. For instance, if a
customer rings in to enquire why his/her shipment hasn't arrived you could tell immediately from Legrand CRM that the
customer is on shipment-hold because payment is overdue.
Screenshot of Legrand
CRM's Accounting Integration
In a single place see
all core company
information, history of
communications, active sales
opportunities AND accounting
data including sales and
outstanding balances.
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Depending on your accounting system, some or all of the following features are available through the Legrand CRM accounting link:
Import financial summaries from the accounting system
Import
customer accounts from the accounting system into Legrand CRM
Create new
customer accounts in the accounting system from Legrand CRM
Update
customer address details in the accounting system from Legrand CRM
Update
customer address details in Legrand CRM from the accounting system
'Live' access to the list of
customer sales, with drill-down into
invoices (QuickBooks & ABM only)
To bring in the latest financial summaries from the accounting system simply access the "Import Accounting Data" command from the File menu. Of course, the financial summaries that are stored in Legrand CRM are current as at the last time the accounting import was executed.
Accounting Links
Legrand CRM currently integrates to the following accounting packages:
Advanced Business Manager (www.abmsoftware.com.au)
MYOB
QuickBooks PRO, Premier and Enterprise
FinancePlus Software
Pastel
Sybiz
MYOB ExoNet
Please note: Legrand's advanced CSV import facility also allows data to be imported from other
accounting systems
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