ProspectSoft CRM has the ability to integrate seamlessly with most popular accounting software systems including Pegasus Opera and Pegasus Opera II from Pegasus Software and Exchequer Enterprise from Exchequer Software.
Accounts integration can benefit your business in the following ways:
Sales Ledger Integration
CRM users can access and view the associated sales ledger account front screen, and even drill down to original invoice images where it is available.
New Sales Ledger accounts can be created from within ProspectSoft CRM, while both the CRM software and the accounting software can maintain existing account address details. Sales ledger information is accessible to office-based CRM users and to those on the road.
Purchase Ledger Integration
Non-accounting software users can, quickly and easily, access key purchase ledger information, including summary balances and individual transactions through Prospectsoft as we as drill-down to individual transactions such as invoices.
New purchase ledger accounts can be created from within ProspectSoft CRM Software, the supplier contact information is automatically retained across the accounting software and ProspectSoft CRM System.
Products and Pricing
Stock and price details are updated to ProspectSoft CRM, improving efficiency when users confirm stock references, descriptions, and prices, along with standard discounts. With the ability to integrate quotations can be created in ProspectSoft, with the aid of stock and price information from the accounting software.
Sales Order Processing
From within ProspectSoft CRM quotations can be converted to orders for processing in the accounting system's SOP. This module is also available to remote users as part of our eXtreme mobility.
To learn more, why not click here and download the ProspectSoft white paper 'Unleash the Secret of CRM and Accounts Integration'. This FREE White Paper looks at why accounts integration is often one of the most important elements of a CRM project, and explains in detail how integration with accounts can both cut costs and boost sales.