Key takeaways:

  • Discover what IntegratorPlus is and how it operates.
  • Find out how IntegratorPlus might streamline your sales-to-cash systems.
  • Find out why modern companies really depend on IntegratorPlus.

Perfect integration between customer relationship management (CRM) systems and enterprise resource planning (ERP) software is crucial in the fast-paced business scene of today. Now here comes IntegratorPlus*, a great solution provided by LBMC Technology Solutions.

IntegratorPlus: What is it?

Pre-configured integration solution IntegratorPlus closes the distance between your CRM platform and top cloud-based ERP system, Sage Intacct. Allow us to dissect this:

  1. CRM Integration: IntegratorPlus ties your CRM—such as Salesforce or Microsoft Dynamics 365—with Sage Intacct. It handles important data including client information, inventory, pricing, sales orders, invoicing, and crucial data transmission automaton. Data duplication and hand re-entry are no more options!
  2. Two-Way Synchronization: Updates from one system immediately show in the other. Imagine putting a sales order created in your CRM into perfect view in Sage Intacct. This real-time synchronizing removes duplication and simplifies processes.
  3. Anywhere, Anytime Access: IntegratorPlus helps your personnel to access data from any device—PCs, cellphones, tablets—anywhere, anytime. Whether they are in the office or on the road, they will have a 360-degree perspective of financial data and consumer contacts.

Features and Benefits of IntegratorPlus

1. Eliminate Re-Entry and Maintenance:

  • Bid farewell to extra customer data entering. IntegratorPlus guarantees that consumer data stays constant between platforms.
  • There is no more juggling screens or spreadsheets to update sales orders. IntegratorPlus maintains everything in synchronous state.

2. Operational Efficiencies:

  • Your staff will be more effective if sales orders are available on either system.
  • Data flows between CRM and Sage Intacct so reporting becomes easy.

3. Enhanced Sales and Service Effectiveness:

  • Your staff can make wise judgments from a consistent perspective on consumer data.
  • Real-time financial data included into your CRM enhances cash flow and collection capability.

IntegratorPlus for Microsoft Dynamics CRM

Developed on the strong Microsoft Azure platform, IntegratorPlus expands the features of Microsoft Dynamics CRM.

It moves important data including consumer information, inventory, pricing, contracts, sales orders, and invoicing.

Benefits include:

  • Streamlined processing,
  • Real-time updates, and
  • Simplified order submission—even while on the road.

Signs You Need IntegratorPlus

Although every company may not prioritize perfect integration between customer relationship management (CRM) systems and enterprise resource planning (ERP) software, it is very essential for businesses trying to maximize their sales-to– cash operations.

The arrival of IntegratorPlus could be revolutionary if your company mostly depends on controlling financial data across several platforms and client relationships.

Six main pain issues below could indicate whether IntegratorPlus is needed in the workflow of your company:

  1. Manual Data Entry and Duplication: Businesses most certainly have inefficiencies IntegratorPlus can solve if they find themselves spending a lot of time personally entering client data or copying information between their CRM and ERP systems. Two major irritations in this manual method could be its potential for mistakes and its dissatisfaction.
  2. Operational Inefficiencies: Operating inefficiencies might result from depending on spreadsheets for updates or switching systems, therefore slowing down activities and generating bottlenecks. Teams experiencing these inefficiencies point to a need for a solution like IntegratorPlus, which simplifies procedures using flawless synchronizing between CRM and ERP systems.
  3. Lack of Real-time Information: Delay in decision-making might result from waiting for data to be manually entered or synchronized. Should companies discover they lack real-time data on sales orders, inventory, or financial data, they could be in need of IntegratorPlus, which provides quick updates and a single view of data.
  4. Challenges with Remote Access: The inability to obtain important data from any device in the mobile work environment of today can impede output. Teams who find it difficult to access consumer data or handle orders while on the road could find IntegratorPlus’ “Anywhere, Anytime Access” tool to be a great fix for their problems.
  5. Difficulty in Reporting: Generating accurate reports gets difficult when data is distributed over several systems or calls for human aggregation. IntegratorPlus’ seamless data flow between CRM and ERP systems helps companies overcome pain points related to data fragmentation making accurate and timely reports challenging.
  6. Informed Decision Making: Lack of a consistent perspective of consumer data and financial information could make it difficult for companies to make wise judgments. IntegratorPlus’ capacity to offer a complete picture of data helps teams who believe they lack the insights required to maximize sales and service effectiveness solve their problem.

Why Choose LBMC Technology Solutions?

LBMC Technology Solutions has been leading edge technologically for more than twenty years. We differentiate ourselves for the following:

  1. Holistic Approach: Using a holistic approach, we assess your particular company procedures and suggest answers fit for your requirements.
  2. Expertise: Thousands of happy customers help us to realize how technology affects the performance of your company.
  3. Award-Winning Reseller: We take great satisfaction in being an industry-standard software award-winning reseller.

IntegratorPlus is ultimately about empowering your sales staff, enhancing cash flow, and promoting company success rather than only integration. All set to elevate your sales-to– cash systems? Explore IntegratorPlus right now! See LBMC Technology Solutions.

*Note: IntegratorPlus is a registered trademark of LBMC Technology Solutions.

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