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**  NEW  **

Legrand CRM now supports integration to MYOB ExoNet.




Accounting Integration Demonstration Video


Watch Legrand CRM's accounting integration in action (demonstration uses QuickBooks however functionality is similar for other accounting packages).

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LegrandCRM

Accounting Integration

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.

Quick Summary of Legrand CRM's Accounting Integration Features
   
Arrow Import company/contact records from the accounting system to aid CRM integration
   
Arrow Simply create company/contact records in one system from the other (either direction)
   
Arrow Access and search on key financial information within Legrand
   
Arrow View transaction listings within Legrand CRM
   
Arrow Import  product/service purchase data (QuickBooks & ABM)
   
Arrow Financial data and integration functions are protected by administrative user permissions
   
Arrow Enable users to see some accounting system data without necessarily providing them access to login to accounts package
   
 

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.


Depending on your accounting system, some or all of the following features are available through the Legrand CRM accounting link:

Arrow Bullet Import financial summaries from the accounting system

Arrow Bullet Import customer accounts from the accounting system into Legrand CRM

Arrow Bullet Create new customer accounts in the accounting system from Legrand CRM

Arrow Bullet Update customer address details in the accounting system from Legrand CRM

Arrow Bullet Update customer address details in Legrand CRM from the accounting system

Arrow Bullet '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:

Arrow Bullet Advanced Business Manager (www.abmsoftware.com.au)

Arrow Bullet
MYOB

Arrow Bullet
QuickBooks PRO, Premier and Enterprise

Arrow Bullet
FinancePlus Software

Arrow Bullet
Pastel

Arrow Bullet Sybiz

Arrow Bullet MYOB ExoNet

Please note: Legrand's advanced CSV import facility also allows data to be imported from other accounting systems

 

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