Top Integration Use Cases

Top Integration use Cases

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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.

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+ Help Desk + Accounting.

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?

Why You Should Integrate Inventory Management With CRM?

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 do Sales People Need to Maintain Track of Orders Made in CRM and Processed in ERP?

What tool gives your sales agents and customer service representatives 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.

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Why You Should Automate Your Sales Commissions?

Employees receive commissions for their sales or performance. 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. .

How Integration Helps to Set Effective Sales Incentives?

Top-performing employees should be rewarded in order to increase their productivity. The most important step in this process is identifying top achievers, and you may find it difficult to determine who is most deserving. How do you do that?

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Integrate Employee Specific Payroll to Accounting

Payroll data is automatically transferred to your books when your online accounting software and payroll are integrated.

Have You Seriously Considered Automating Your Expenses Reporting?

Keeping track of employee expenses is critical for controlling your cash flow. Employees who travel for work on a regular basis will need to submit expense reports and follow travel policies in order to be reimbursed. It is important to reimburse your employees properly for whatever expenses they make as well as to manage your cash flow. But this is a tedious task for multiple departments as well as employees to streamline this process and often a time-consuming job.

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Why Customer Support Should be Aware of the Sales Process In CRM?

CRM and Help Desk should collaborate in a variety of ways. Both teams will interact and work with customers more than anybody else at your business. They get significant insights that can help each other since they have a deep relationship with your customer base.

Support Team Should be Able to Utilize Upselling and Cross-selling Opportunities

Customer support can help in identifying crucial stages in the customer's lifecycle where an upsell or cross-sell can be done. But how do they know about the order or updated pricing details?

Can Sales Reps Have Complete Access to Every Customer’s Ticket Conversations?

For many of customers, the customer support team is their initial point of contact with the company. Customers submit tickets and have lengthy conversations with customer support; these interactions can provide sales persons with a lot of background when on the phone with customers. Is there a way for sales rep to gain access to all customers' ticket conversations?