Real-Time Accounting/ERP Integration - Ensure Profitability Without the ability to access your “books,” understand customer purchase patterns or relevant customer collections issues, it is virtually impossible for your organization to ensure profitability. ADAPTcrm's real-time accounting/ERP interfaces seamlessly link ADAPTcrm to many industry-standard, mid-range systems. Our pre-built interfaces preserve the investment in your accounting system while extending critical back office application functions into the front office in order to eliminate duplicate entries.
One of the leading challenges in implementing a customer relationship management system in business is integrating it with the other databases already in place. For most companies, this means integrating your CRM system with “back office” software like an accounting or ERP system. In fact, your accounting system is probably the most complete and accurate source of information about your customers. It is therefore essential that your CRM system be able to access this information and make it available to the employees who talk to your customers.
Most CRM projects fail due to the difficulty in connecting the “front office” of the business (marketing, sales, service, Web site, etc.) to the “back office” (accounting, manufacturing, distribution, etc.). In fact, a typical company-wide CRM project can take years, with most of the time spent by consultants trying to integrate the various departments of the business.
Integrating the Front and Back Office The following are the most common problems resulting from a failure to integrate your front and back office systems:
“I change a customer’s phone number in my CRM, but the old phone number still shows in my accounting system.”
“When my salespeople take orders, the information must be retyped into my accounting system.”
“My salespeople cannot see current item pricing or availability unless they switch back and forth between the CRM and accounting system.”
“When a customer calls to check whether an order shipped, my service staff has to check with shipping.”
“My collections department has no idea whether they are service problems when they make collection calls.”
“My salespeople don’t see the credit status of customers and are trying to close new sales to delinquent customers.”
ADAPTcrm solves this problem by providing out-of-the-box, pre-built integration to most of the commonly used accounting and ERP (enterprise resource planning) programs. Rather than separately implementing solutions for each department of your company and then trying to integrate all the pieces after the fact, ADAPTcrm lets you implement a single solution for the entire business.
If you already use an accounting or ERP program, you already have a valuable database of customers, vendors and business transactions. Through ADAPTcrm’s built-in “accounting interfaces,” ADAPTcrm will automatically “bolt on” to your existing customer and vendor databases. ADAPTcrm can load your existing customers and vendors into the account database and then maintain a seamless link that lets ADAPTcrm users access live data from your accounting system – all from within Accounting folder of the account records (an example is shown on the next page).
The purpose of the ADAPTcrm accounting interfaces is to provide ADAPTcrm users live access to important data in your accounting or ERP software that will help close sales, improve service and improve collections. This data is presented directly from the account record in ADAPTcrm, eliminating the need to exit or switch screens.
Features of the Accounting Interfaces Although the specific features of the accounting interfaces depend on which interface is selected, most share the following key features. What makes ADAPTcrm different from most CRM products is the fact that the interfaces are real-time. You are accessing up-to-the-minute data rather than records that were copied at an earlier time and not necessarily current.
Real-Time Database Synchronization. When changes are made to certain fields in ADAPTcrm that are common to your accounting system – such as names, addresses and phone numbers – ADAPTcrm makes the identical change to the corresponding customer or vendor records in your accounting system. This keeps the accounting database in sync with ADAPTcrm.
Batch Import of Customers/Vendors. The existing customers and vendors in your accounting system can be automatically imported into ADAPTcrm so that you can immediately starting marketing, selling to and supporting your existing customer base.
Conversion of Prospects to Customers. When you close your first sale to a prospect, ADAPTcrm will automatically create a correctly structured customer record in your accounting system, eliminating the need for double-entry.
Available Accounting Interfaces To help you quickly integrate your “front office” and “back office” operations, ADAPTcrm includes pre-built interfaces to many popular accounting systems. This prevents the need to spend a lot of time and money hiring consultants or programmers to integrate your CRM and ERP system. Furthermore, because ADAPTcrm integrates with many accounting systems, you are not tied to the single choice for accounting and CRM products that many software providers offer.
The list of supported interfaces is constantly growing. The specific features of each interface vary based on the accounting system. Please contact ADAPT Software Applications for current availability and detailed descriptions of features. ADAPTsdk can also be used to develop your own interfaces to accounting systems and other business software not already supported by ADAPTcrm.
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