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In order to more fully understand the customer relationship, it is crucial to effectively combine the CRM system with the sales program or ERP system that companies typically use when implementing a CRM system.
Integration in POWERCRM offers comprehensive cooperation with various commercial, accounting and sales programs.
Subiekt GT software is one of more than a dozen possible integrations in our system.
See the benefits of implementing integration and the advantages of linking communication between systems.
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Integration between the CRM system and Subiekt GT includes contractor cards, price levels, forms of payment, sales and purchase documents, product categories and groups, and inventory. All this information is exchanged automatically, eliminating the need for manual data transfer. In addition, vital information, such as inventory and billing, is updated in real time.
Thanks to the integration module, product prices are always up-to-date in the CRM system. Price management is done centrally in Subiekt GT, which eliminates the need for data redundancy and ensures consistency of information at all levels.
Integration allows CRM users to access key information from Subiekt GT. Customer billing status, commercial documents (such as invoices) or inventory information are easily accessible from a single application, facilitating efficient data management.
CRM users can easily transfer information about winning bids to Subiekt GT. Orders go directly to the sales system as sales invoices or customer orders. New contractors and products added only in CRM are automatically added to the Subiekt GT database.
The integration of the CRM system with the Subiekt GT sales program covers several key areas that significantly affect the efficiency of data and process management in the company. Below we present these areas without repeating the information already mentioned:
The integration enables uniform management of data on contractors, price levels and forms of payment between the CRM system and Subiekt GT. As a result, any changes made in one system are automatically reflected in the other, eliminating the risk of data inconsistencies.
Information on sales and purchase documents is exchanged directly and automatically between the systems. This makes it possible to track and update data on business transactions on an ongoing basis, which significantly improves accounting processes and monitoring of sales activity.
The integration also covers the area of product categories and groups, as well as product offers. Information on the structure of products, their assignment to categories or changes in offers is synchronized between the CRM system and Subiekt GT, which facilitates consistent management of assortments and adaptation of offers to customer needs.
The effective integration enables close monitoring and synchronization of inventory between the CRM system and Subiekt GT. As a result, any changes in product availability are immediately visible, supporting inventory management and order processing.
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The integration of the CRM system with Subiekt GT covers key areas of the company's business, eliminating the need for duplicate data entry and increasing consistency of information and communication across the client's teams.
The effective combination of these areas in POWERCRM translates into improved business processes and better communication within the company. We recommend implementing CRM integration and making the most of the potential of both systems.
Digital Agency Hauerpower
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