CRM Touch Points
An eBridge CRM solution offers the following valuable touchpoints for integration:
Accounts and Contacts: Your customer records are synchronized bi-directionally to ensure accuracy and quality of data. Updates in either your accounting package or CRM application are reflected in both systems.
Products and Pricing: If you add a new product or change the pricing of an existing one in your accounting package, the changes are automatically reflected in your CRM application. This eliminates the potential for human error as well as removing duplicate data entries.
Orders: Any time an order is entered under a customer account in your CRM application, the relevant data from that entry is pushed to your accounting package. This integration helps to speed up response and shipping times, translating into a better end-user experience for your customers.
Invoices: eBridge CRM integration ensures your customer's purchase records are always accurate. If an invoice is populated for an order within your accounting package, that information is moved into your CRM application. This synchronization will ensure that your front-line representatives are well-equipped with up-to-date information.