CRM Integration
Does the left hand of your business know what the right hand is doing? If your business is like many, the answer is no. You need to integrate all the silos of information and processes in your enterprise to get the big picture and operate more efficiently. Pythagoras can help you to do that.
Customer Relationship Management (CRM) systems are often referred to as front office systems – and Accounting solutions – often referred to as back office systems, can be integrated to provide a more complete view of customer data. Pythagoras has a wide variety of experience of linking in CRM and Accounting software to create a 360-degree view of your company’s data. When CRM and Accounts/ERP are linked together, you no longer have islands of information. CRM - Accounting links exist for many of the Sage accounting products, and we have also integrated with other common accounts systems such as SAP, Pegasus, Exchequer, Access and Microsoft products.
CRM – Accounts integration can link in with the Sales Ledger, Purchase Ledger, Stock and Pricing and Sales order processing.
- Sales Ledger – view Sales Ledger information for each customer within CRM
- Purchase History – view purchases in CRM for each customer
- Products and Pricing – Front office can view products and pricing in the accounts
- Sales Order Processing – automate processes such as quotes to orders
- Sales Order Processing for Telesales users
If you would like to discuss any integration requirements, please contact Pythagoras on 0845 850 1550, or email us at sales@pythagoras.co.uk.