Connect DataFlow to the CRM your salespeople already use, so the trading and account history that lives in DataFlow — orders, invoices, balances and credit position — shows against the customer record. New accounts flow through without double entry.
The problem
When the sales team is the last to know.
If the trading history lives in one system and the customer record in another, the two are always out of step.
No trading history in the CRM
The salesperson opens the customer record and sees contacts and notes, but not the orders, invoices or balance that tell them how the account is really doing.
Accounts entered twice
A new customer is set up in the CRM and then set up again in the back office, so the two records start their life already out of step.
Credit blind spots
Someone promises an order to a customer who is over their limit or overdue, because the credit position was never visible where the conversation happened.
Ringing the office for answers
A customer asks where their last order or invoice stands, and the salesperson has to phone the back office and wait, because none of it shows on the record in front of them.
Overview
The account history, where the sales team works.
DataFlow holds the trading record; the CRM is where the conversation happens.
Orders and invoices against the customer record
Orders and invoices from DataFlow against the customer record. The trading history without switching systems to find it.
Ordersand invoices on the record
Onecustomer record to read
Balances and credit position in view
Balance and credit position against the account. Seen before a promise is made, not after.
Balanceon the account record
Creditposition in view
New accounts without double entry
New accounts flow through between the systems. No setting the same customer up twice.
Oncenot twice
Flowthrough, not re-keyed
A shared view of the account
The account history shared with the CRM you already use. The two systems kept in step.
Sharedaccount view
In stepacross systems
Explore more
More integrations.
Other ways DataFlow connects to the sales tools and channels your team already uses.
The trading and account history that lives in DataFlow — orders, invoices, balances and credit position — shown against the customer record in the CRM.
Do I have to enter new customers twice?
No. New accounts flow through between the systems, so a customer is set up once and the two records stay in step.
Which CRM does it work with?
The integration shares DataFlow account history with the CRM your salespeople already use. Talk to us about how it fits with the CRM you have in place.
Can the sales team see credit position?
Yes. The balance and credit position from DataFlow show against the account record, so the sales team can see how an account stands before making a promise.
