The power of any CRM system
is its ability to link to other applications thus providing a 360 degree view of
the customer. Just by storing customer details in a database does not mean
that you know your customers better and are able to increase customer service
and revenue as a result, rather an up-to-date and comprehensive customer
database is an excellent platform to link to other databses to increase your
knowledge of the customer.
We are experts in developing
integrations and have successfully developed integrations to
Sage Line 50
amongst others, we are also one of the few CRM providers that have developed,
not only an integration to QuickBooks, but have enhanced Microsoft Dynamics CRM
so it can be used to handle standard account functions:
- Enhanced CRM functionality –
with this solution VAT, partial invoices, partial payments and credit notes can
all be handled in CRM.
A single solution for the organisation -
Goldcrest's solution will allow both typical AND accounts personnel to use CRM
to manage all enquiries and day to day account functions.
Easy to maintain –
automatically generated log files and alerts when information is passed to
QuickBooks.
Full suite of reports – Day to day
accounting reports can be produced in CRM including, Statement of Account,
Remittance Advice and Aged Debtor report.
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