All your customer data in one place with our Salesforce Exact Online module.

Optimize business processes with the Exact Online module for Salesforce

Are you struggling with customer data spread across different systems? Are you wasting valuable time manually transferring data between Salesforce and Exact Online? You’re not alone.

Many organizations encounter the problem of their valuable customer information being spread across multiple platforms, leading to inefficiency, potential errors, and missed opportunities. Our Exact Online module offers the solution: one central location for all your customer data, giving you immediate insight into business processes and taking your customer relationships to the next level.

The Exact online module

Fragmented customer data hinders your business growth
The problem is that when your customer data is spread across different systems, such as Salesforce for CRM and Exact Online for financial administration, various challenges arise:

• Manually entering the same data into multiple systems is very time-consuming.
• Retyping information increases the risk of errors.
• There is a lack of a complete and up-to-date customer view.
• Decision-making is delayed due to inconsistent or incomplete information.
• Inefficient work processes waste valuable time and resources.
• Limited insight into the entire customer journey from prospect to payment.

The Exact online module for Salesforce offers the solution

Our Exact online module creates a seamless integration between your Salesforce CRM and Exact online administration. This powerful link allows you to enrich, manage, and analyze all your customer data in one place, giving you immediate insight into your business processes and customer relationships.

What the Exact Online module can do for you

Customer relations & sales

• Send customers a quote directly from Salesforce via your website.
• Build valuable relationships with your customers by maintaining consistent contact.
• Generate additional revenue by better serving returning customers.
• Get a complete 360-degree view of your customers by combining CRM and financial data.

Order & inventory processing

• Seamlessly synchronise your inventory between your webshop and Exact Online.
• Automatically generate packing slips without manual intervention.
• Process sales orders efficiently in both systems without double entry.
• Keep real-time visibility of your inventory levels for better decision-making.

Financial administration

• Automatically create invoices in Exact Online from Salesforce opportunities.
• Seamlessly synchronize payroll processing with Exact Online.
• Keep relationships between your CRM and financial administration perfectly synchronized.
• Create a fully automated workflow from quotation to invoice without leaving Salesforce.

The power of visual mapping

A unique feature of the Exact Online module is the visual mapping interface. This user-friendly tool allows you to easily link fields and objects from Salesforce and Exact Online via an intuitive drag-and-drop system. The interface clearly displays relationships between systems, giving you immediate insight into how your data flows and is connected. The big advantage of this is that you can set up and adjust data connections without technical or programming knowledge; everything is done visually and comprehensibly. This makes it possible to tailor your integration completely to your specific business needs, allowing you to decide which data is synchronized and how it is linked.

The visual mapping interface thus significantly lowers the threshold for implementation and also enables non-technical employees to manage and optimize the integration.

Which objects can be synchronized?

The Exact Online module offers extensive synchronization options for various objects, including:

• Accounts (customers and suppliers)
• Contacts
• Addresses
• Products
• Item groups
• Orders
• Invoices
• Cost centers
• Payment details
• General ledger accounts

Benefits for your organization

By implementing the Exact Online module, your organization will benefit from:

Time savings and efficiency

Eliminate repetitive tasks such as manually filling out forms and retyping data. What used to take hours now happens automatically in seconds.

Data quality and reliability

Prevent errors caused by double entry and ensure consistent, reliable data across all your systems. A single change is automatically implemented in both platforms.

Improved decision-making

Get instant access to richer customer data and deeper insights into your business processes. This enables you to make faster and better-informed decisions.

Seamless customer experience

Offer your customers a consistent experience by giving all departments access to the same, up-to-date customer information. From sales to support and finance, everyone works with the same data.

Cost reduction

Reduce operational costs through automation and optimization of work processes.

Scalability

Grow without a proportional increase in administrative burdens. The integration scales effortlessly with your business, whether you have 10 or 10,000 customers.

Security and reliability

The Exact Online module uses secure API connections and follows best practices in data protection. All data is sent encrypted and authentication is done via OAuth, which guarantees the highest security standards.

Ready to centralize your customer data?

If you are struggling with fragmented customer data and are looking for a solution that seamlessly integrates your Salesforce CRM and Exact Online administration, the Exact Online module from Resolve IT is the answer. For just $68 per month, you can transform your business processes and gain immediate insight into your customer relationships.

Would you like to know more about how the Exact Online module can solve your specific challenges? Contact us for more information or to discuss the possibilities for your company.