Gridlex helps sales and customer support teams collaborate so that every customer gains a more comfortable and user-friendly purchase experience. Customer support ensures that customer contacts with the company stay good over time, while sales reps assist customers in finding products and services. But when both their sales conversations are in sync, a long-term client satisfaction be maintained as well as it creates potential leads through word-of-mouth referrals. Gridlex through Help Desk and CRM integration help you gain a 360-degree view of customers, increase efficiency, streamline data documentation and sharing, encourage employee collaboration, and get faster sales approvals.
Integrating CRM+Accounting helps sales reps to see customer invoices in the CRM.
Your sales reps are constantly working through their pipeline. They hand over the client contract to the finance department when they close a new deal. Employees on the finance team issue invoices which are not seen by the sales reps that could bring you a few unexpected problems. If sales reps in CRM are unaware of the information on invoices which are with the accounting team, that will stall them from making decisions about revenue collection, debts and discounts.
When a sales rep closes a deal and earns a commission from his sale, the payment is directed to his payroll. Sales commissions are the primary form of sales compensation, and are part of the direct costs that occur when the product is sold, while the salaries that sales reps earn are in the indirect costs of SG&A. Such expenses can be categorized as part of the cost of goods sold in the accounting software in one sense or it can also be allocated to the cost of employee salary.