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Create A Transcending Platform to Succeed in
Financial Decisions via Data-Led Approach
Accounting System +
CRM Integration
TABLE OF CONTENTS
1
2
3
4
5
Why Account System Integration Matters
Advancing Software Functionality
Fostering Innovation w...
Chapter One
Why Account System
Integration Matters
www.data2crm.com/api
Why Account System Integration Matters
The modern business development scenario
places an essential focus on the functiona...
Chapter Two
Advancing Functionality
www.data2crm.com/api
Advancing Functionality
Despite you anticipate the change in the software landscape, it is going faster than you
could eve...
Chapter Three
Fostering Innovation with
CRM Integration
www.data2crm.com/api
Fostering Innovation with CRM Integration
The sophisticated accounting system bears the responsibility of leveraging resou...
Chapter Four
Encountering the Risks
www.data2crm.com/api
Encountering the Risks
Businesses face a myriad of issues on a daily basis, and they also share the objectives to
accelera...
Chapter Five
One to Many: Multiple
CRM Interaction
www.data2crm.com/api
One to Many: Multiple CRM Interaction
In the digital environment, to collect customer data is the easy part. The complex o...
CRM Integration Logic
G+
www.data2crm.com/api
Stage 1. Run registration and authorization process.
Stage 2.
Check the docu...
Accounting System Integration
G+
www.data2crm.com/api
Open up new horizons for your data-led clients with Data2CRM.API.
Chapter Six
Brief Takeaway
www.data2crm.com/api
Defining moments of accounting system functionality upgrade, new
approaches to customer development, and workflow optimiza...
TALK TO AN EXPERT
Your time is precious, so
don’t wait up and start using
Data2CRM.API today!
Account Manager
data2crm.api...
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Accounting System CRM Integration: How to Boost Your App Functionality

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How to succeed in the competitive business environment and don't overload your app with the excessive functionality? The answer is simlpe - provide your users with CRM integration option. Find out more details in this case study.

Publicada em: Economia e finanças
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Accounting System CRM Integration: How to Boost Your App Functionality

  1. 1. Create A Transcending Platform to Succeed in Financial Decisions via Data-Led Approach Accounting System + CRM Integration
  2. 2. TABLE OF CONTENTS 1 2 3 4 5 Why Account System Integration Matters Advancing Software Functionality Fostering Innovation with CRM Integration Encountering the Potential Risks One to Many: Multiple CRM Interaction A Brief Takeaway 6 www.data2crm.com/api
  3. 3. Chapter One Why Account System Integration Matters www.data2crm.com/api
  4. 4. Why Account System Integration Matters The modern business development scenario places an essential focus on the functionality and work optimization upgrade. In the attempt to combat competitors and tackle problems faced by clients, accounting systems vendors consider adding an option of CRM integration. Accounting systems come as the essential software in achieving financial control and succeed in financial performance. Striving to stay user-centric and nimble in a large business environment, more and more vendors are interested in innovations and transformations that help to encounter the inherited lack of data transparency and agility. So, looking for the change of the problem- causing experience, the integration with CRM platform enhance the data-focused decision- making process, as well as unlock the full potential of accounting system. Business Objectives & Goals  Advance Decision-Making Get timely, accurate data for the efficient business running and blunders overcoming  Employ Innovations Provide customers with a functionality upgrade to gain new, loyal audiences  Run Agile Workflows Improve the business processes and boost up the productivity and revenue levels Contact with Sales Manager  Get in touch with a qualified sales manager to receive all necessary details and business road map. G+ Talk to Sales www.data2crm.com/api
  5. 5. Chapter Two Advancing Functionality www.data2crm.com/api
  6. 6. Advancing Functionality Despite you anticipate the change in the software landscape, it is going faster than you could ever imagine along with the amount of data that goes ahead in the business race. Your clients use a list of tools to gather as many records as they can. Accumulating tons of information makes them lost and unsure what to do with it. To handle the flow and derive the valuable, timely insights from data, vendors route all the records to CRM platforms. In this way, they receive more options to develop and implement financial workflows that fit the needs of an organization. Remember, being an industry leader demands adopting new technologies before your competition beats you to it. With CRM integration, you offer a competitive feature that covers the common issues of accounting systems and improves  the reporting and analytical capabilities of the service  the data relevancy and eliminates the number of outdated records  the speed and accuracy of the financial information processing  overall software compatibility and opportunity for data extraction G+ www.data2crm.com/api
  7. 7. Chapter Three Fostering Innovation with CRM Integration www.data2crm.com/api
  8. 8. Fostering Innovation with CRM Integration The sophisticated accounting system bears the responsibility of leveraging resources and appropriate methodology to cultivate an agile workflow, deep understanding of the data, and advancement of KPIs estimation. Following that way, CRM integration conveys the coming next opportunities:  Workflows establishment and enhancement of financial, operating, and investing processes to agile the performance,  Real-time and relevant data transference between accounting system and CRM to eliminate the copies, missing records, etc.  Deep insights into the gathered information and improved reporting on profits, loss, expenses, payments and others The major role of accounting system is to facilitate the process of entry, categorization, and balancing the financial aspect of business running. Hence, adding the CRM integration option amplifies the functionality and enlarges targeted audience of users. G+ www.data2crm.com/api
  9. 9. Chapter Four Encountering the Risks www.data2crm.com/api
  10. 10. Encountering the Risks Businesses face a myriad of issues on a daily basis, and they also share the objectives to accelerate the growth of revenue and profits. Accounting system provides a bundle of features to manage financial and investing processes and keep the clear balance on the expenses. Thus, this set of data isn’t enough to aid in the decision-making process. The integration of your accounting software with CRM will simplify the analysis and evaluation of the overwhelming volume of data. The functionality upgrade represents tremendous opportunities to understand and connect with the customers, and increase the variety and velocity of business capacities. Instead of thinking and describing the fascinating toolkit offered by your accounting system, try to step into the client’s shoes and see what they actually need for succeeding in business and customer relationship development. Enabling CRM integration will level up your software and help to raise the rates of your accounting system without scaring your clients away. Moreover, this practical option heightens the competition of your tool, and opens a way to running the data-focused processes. G+ www.data2crm.com/api
  11. 11. Chapter Five One to Many: Multiple CRM Interaction www.data2crm.com/api
  12. 12. One to Many: Multiple CRM Interaction In the digital environment, to collect customer data is the easy part. The complex one is to gather the information from different apps and tools in a single place. API integration of business software helps to minimize the difficulty. The process requires resources and time. With Data2CRM.API, a unified programming interface, the integration of your accounting system with multiple CRMs will be handled by a single API integration with the service. By integration with Data2CRM.API, you receive the capabilities to interact seamlessly with multiple CRM platforms. So, your current and future clients get the new prospects in business development with a price of maintaining a single ecosystem.  One API integration to connect your software to multiple CRM systems  Explicit documentation including the API methods and code samples  Standard and custom filters to run any manipulations with the specific records  Technical support at any stage of development from the savvy-developer team  Easy interaction with CRM leaders: Salesforce, Microsoft Dynamics, SugarCRM and others  Flexible plans and each request processing to deliver the high-quality service G+ www.data2crm.com/api
  13. 13. CRM Integration Logic G+ www.data2crm.com/api Stage 1. Run registration and authorization process. Stage 2. Check the documentation and API abilities offered by the service. Stage 3. Download and install Data2CRM.API SDK. Stage 4. Try methods in action to see the work of the service. Stage 5. Create a connection form to client’s CRMs. Stage 6. Add into the system work with companies, contacts, leads, deals, tasks, etc. Stage 7. Optimize the performance of data: save information on your accounting service side, and further updates of new records Data2CRM.API enables the API integration process that consists of the 7 stages.
  14. 14. Accounting System Integration G+ www.data2crm.com/api Open up new horizons for your data-led clients with Data2CRM.API.
  15. 15. Chapter Six Brief Takeaway www.data2crm.com/api
  16. 16. Defining moments of accounting system functionality upgrade, new approaches to customer development, and workflow optimization, CRM integration becomes a medium to achieve desired goals and objectives. Check our documentation or talk to a dedicated account manager. Develop your accounting system and build stronger customer relationships by making iterative improvements to existing features and providing CRM integration. Data2CRM.API enhances the process of interaction with multiple platforms, helps to develop and support a single integration to succeed with business software evolving. CRM integration with Data2CRM.API empowers your accounting tool users with  seamless interactions and data manipulation with CRM platforms  timely record updates to exclude the information inaccuracy  improved process of the opportunity tracking and workflow agility  upgrade of the in-depth reporting and optimized KPIs estimation G+ www.data2crm.com/api
  17. 17. TALK TO AN EXPERT Your time is precious, so don’t wait up and start using Data2CRM.API today! Account Manager data2crm.api.crm@magneticone.com Support Department support.api@www.data2crm.com Business and Partnership business@www.data2crm.com USA Office 2801 Camino Del Rio S, Suite 302 San Diego, CA 92117 European Office 5B Brodivska St., Ternopil 46000, Ukraine CONTACTS

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