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CRM Touch Points

Our CRM solution provides data integration in the following capacity for your CRM package.

Liberate valuable resources: Focus your resources on other high priority work, instead of tediously entering in manual data to your accounting package. Invest in tools that automatically schedule and process without human intervention.

Consistent reliable information: Provide consistent and reliable information to sales and accounting staff. Bi-directional integration between EDI documents and popular accounting packages such as:

  • Sage MAS 90, 200, 500, Business One, Timerline, Pro, Peachtree, Simply Accounting and more;
  • Microsoft Dynamics GP, SI, NAV, AX, Small Business Manager and more;
  • Epicor Enterprise, Epicor Vantage, Epicor iScala, and more.
  • Integration with over 35 financial software systems - find your accounting package here.

Quick responses to customer inquiries: Allows for quick responses to customer inquiries regarding order status, and product details

  • reduced business cycle times gives your company a healthy competitive advantage;
  • once you receive data it is immediately ready for use with other internal applications such as your customer management system (CRM), or financial package;
  • sending an electronic document across the country or around the world takes seconds or minutes not days when compared to the postal system.

Eliminate data duplication: Each time data is manually entered into a system, there is the chance of errors being introduced. With eBridge CRM data accuracy is improved in several ways:

  • all data moved electronically more than likely has passed through a validation layer; thus your data is clean resulting in a decrease in costly chargebacks;


One master record: There is one record shared between systems that is accurate and reliable.

 

 
 

 

 
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