Improve how you interact and do business with your customers.
CRM integration components provides a two way link between Dataflow Clarity and your customer relationship management system.
It's a set of integrated, data-driven solution that provides a seamless two way link that will synchronise Customer Static data and transactions such as Invoices, Credit notes and Cash receipts between the Dataflow Clarity and CRM system to help you manage a better customer relationships that matter.
- Automate processes for better service engagement experiences
- Reduce operating costs
- Give customer-facing personnel the information they need to deliver excellent customer service
- Display credit limit, current balance, aged debtors and other information directly in your CRM application
- Drill down to see open sales orders, quotations and invoice history
- Evaluate open invoice due dates, balance and status
- Avoids replication of data, deploys a 'smart link' strategy
- Changes are submitted and synchronised automatically
- Synchronises your accounting system products into your CRM system