Top Integration Use Cases & Benefits Between Crm & Accounting + Erp

Top Integration Use Cases & Benefits between CRM & Accounting + ERP

Integrating your CRM with your Accounting + ERP software is the simplest approach to figure out where your revenue is coming from. This helps businesses to track revenue sources specifically tying each rupee you earn by your business to a specific deal or marketing campaign. In this way, CRM+Accounting integration opens up your organization to many new opportunities since it allows you to manage master data across several existing applications with less effort. It is in that direction, Gridlex App Suite has integrated applications into a single interface to manage:

  • CRM
  • Accounting
  • HRMS

Though, both systems differ in terms of method, focus, and intended outcomes. integrated App suite allows organizations to handle day-to-day business operations, such as accounting, request and project management, supply chain operations, compliance, and all sales and marketing communications with customers from one single interface. Gridlex’s App Suite by integrating CRM & Accounting + ERP increases efficiency, reduces costs and delivers customer success while decreasing the overall risks of doing a business from different applications.

Reduce time spent and human error by eliminating the inconvenient task of coordinating multiple payments from various clients on various dates through integrating your CRM + Accounting.

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.

In order to close deals quickly, sales reps first need an advanced system to quickly get sales quotes created and approved, or send to the prospects without waiting for approvals but keeping the desired gross profit margins. But how?

Sales reps who are not updated about the market price fluctuations may pave the way to incorrect prices or promising quick delivery of out-of-stock products that will mislead customers. So that sales team needs inventory data in CRM to identify whether the requested products are currently in stock in needed amounts.

What tool gives your sales agents visibility into order progress that allows them to notify customers of any changes in a timely manner? Sales reps who are not updated about the market price fluctuations may pave a way to incorrect prices or promising quick delivery of out-of-stock products that will mislead customers.