Legrand CRM Accounting Link enhances staff productivity by giving them
key financial information without the need to access your accounting system.

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.

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 (ABM & Quickbooks 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 (Australian Version)

Quickbooks PRO, Premier and Enterprise (AUS, US, CA and UK editions)

FinancePlus Software

JD Edwards

Pastel

Sybiz

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

 

 

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