Imagine a growing e-commerce business that uses Exact Online for managing finances and Salesforce for handling customer relationships. Without an integration between the two systems, the finance team updates transaction data in Exact Online, while the sales team separately manages customer interactions in Salesforce. However, because the systems aren’t connected, the sales team might not have immediate access to the latest financial information. This lack of real-time data could lead to instances where customers are promised discounts based on outdated financial records, causing confusion and dissatisfaction.
Additionally, the absence of integration might result in a tedious manual process of transferring data from Exact Online to Salesforce. This could lead to errors, such as mismatched invoice details or delayed order processing, resulting in frustrated customers and missed business opportunities. The additional effort needed for manual data entry could also limit the time the sales team spends on nurturing customer relationships, impacting customer retention and overall business growth.
This lack of integration between Exact Online and Salesforce in this scenario not only hampers the coordination between finance and sales but also hinders the company’s ability to deliver a seamless customer experience and scale effectively in the competitive e-commerce market.