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.

Quick Summary of Legrand CRM's Accounting Integration Features     Import company/contact records from the accounting system to aid CRM integration     Simply create company/contact records in one system from the other (either direction)     Access and search on key financial information within Legrand     View transaction listings within Legrand     Import  product/service purchase data (QuickBooks & ABM)     Financial data and integration functions are protected by administrative user permissions

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 Click to zoom

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

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

 

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