CRM integration with Comarch Optima ERP

CRM is a customer relationship management system that stands out for its simplicity. Its main advantages are customizability, speed in implementation and seamless integration with other systems. This system makes it possible to effectively manage the activities of salespeople, providing constant access to up-to-date information about customers. In addition, it offers useful functionality in the form of managing the bidding process and monitoring potential sales opportunities.

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table of contents:

• CRM integration with Comarch Optima
• Range of functionalities of CRM system with Comarch Optima
• Operation of integration

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CRM integration with Comarch Optima ERP

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Automating the bid update process within Synergius CRM is a significant step in reducing errors and costs associated with manual data entry. With this feature, data is updated quickly and accurately, minimizing the risk of errors due to manual transcription of information. This automation not only speeds up business processes, but also contributes to overall productivity by saving time and resources previously required for manual data entry.

Integrating Synergius CRM with Comarch Optima ERP speeds up the process of transferring processed orders, eliminating time-consuming manual tasks. In Comarch Optima ERP, orders are recorded as RO - recipient reservation type documents. Thanks to the integration, these orders are automatically transferred to the Synergius CRM system, streamlining order management and reducing the time required for order processing, increasing efficiency and accuracy in order management and company workflow.

Automatic transfer of commercial documents from Comarch ERP Optima to Synergius CRM is a process that significantly improves records management. This systematic data transfer allows for the ongoing tracking of transactions and trade documentation in Synergius CRM, which translates into faster and more efficient organization of work. This eliminates the need for manual data transfer, which in turn reduces the risk of errors and saves staff time. This automation is crucial for companies looking for efficient and error-free solutions in trade document management.

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Our offer:

• CRM systems for companies
• CRM software for home builder
  
• CRM software ranking and comparison

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The scope of the CRM system integration with Comarch Optima ERP

CRM integration with Comarch Optima ERP includes a wide range of functions:

1. Customer directories, limits, price levels, discounts and special prices - allows you to manage customer information and their business conditions.
2. Goods, prices and inventory - provides up-to-date data on products, their prices and availability.
3. Sales and billing - supports sales and financial processes.
4. Warehouse documents - allows you to manage documentation related to the warehouse.
5. Orders - facilitates processes related to receiving and processing orders.

These features help streamline various aspects of business management, from customer relations to logistics and finance.

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See also:

• What is the API
• CRM software ranking and comparison
• What is the sales process and what are its stages?
• How to implement CRM in your company
• Power CRM vs Less Annoying CRM - systems Review

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Action of integration

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Synergius CRM integration with Comarch Optima works by exchanging data between the two systems. This allows you to automate and streamline various business processes, such as customer management, sales, warehouse, and documentation. Through this integration, data is updated and synchronized in both systems, increasing work efficiency and minimizing the risk of errors. For more information, visit the Synergius CRM website.

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Information on the following is also automatically transferred:

• products,
• contractors,
• prices and discounts.

Your company's salespeople, thanks to the integration of Synergius CRM with Comarch Optima, have access to up-to-date information about invoices, settlements and stock levels assigned to their customers. The system also automatically transfers selected data about products, contractors, prices and discounts to Synergius CRM. This provides salespeople with quick access to all necessary information, which improves sales and customer relationship management. For more information, visit the Synergius CRM website.

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