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Product integration

Exact Online Salesforce Integration

Exact Online is a cloud-based ERP solution for small and medium-sized businesses. It helps manage finances, operations, and customer relationships in one place. With real-time insights and customizable reporting, it streamlines processes and supports business growth.


Exact Online Salesforce Integration

The Exact Online Salesforce integration links the Exact Online ERP system with the Salesforce CRM platform, allowing for seamless data flow between the two. It ensures that customer and financial information remains consistent and updated across both systems, automating the transfer of data such as customer details, orders, invoices, and payment status.

This integration enhances operational efficiency, providing businesses with a comprehensive view of customer interactions and financial performance, enabling better decision-making and improved customer experiences.

Here are some key benefits of integrating Exact Online with Salesforce:

  1. Streamlined Data Management: Enables seamless synchronization of customer, financial, and operational data between Exact Online and Salesforce, eliminating the need for manual data entry and reducing the likelihood of errors.
  2. Improved Operational Efficiency: Automates the transfer of critical information such as customer details, orders, invoices, and payment status, enhancing workflow efficiency and saving time for employees.
  3. Enhanced Decision-Making: Provides businesses with a comprehensive view of customer interactions and financial performance, empowering better decision-making based on real-time insights and accurate data.
  4. Optimized Customer Experience: Facilitates a more personalized customer experience by enabling businesses to have a unified view of customer data, allowing for more targeted and effective engagement with clients.

The problem

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 This lack of real-time data could lead to instances where customers are promised discounts based on outdated financial records, causing confusion and dissatisfaction.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.

The solution

Through the integration of Exact Online with Salesforce, the sales team gains immediate access to the latest financial data, empowering them to interact with customers more effectively. This enhanced access facilitates a smoother process of offering discounts and processing orders, with the added benefit of real-time insights that reduce the likelihood of errors and enhance overall customer satisfaction.

By establishing a seamless connection between the two systems, the once laborious task of transferring data between Exact Online and Salesforce is now fully automated. This automation not only eliminates the need for time-consuming manual data entry but also streamlines various operational processes, allowing the sales team to allocate more time and energy to cultivating stronger customer relationships and fostering business growth.

In essence, this integration fosters a harmonious collaboration between the finance and sales departments, ensuring a consistent flow of accurate and reliable data across both systems. This synergy not only optimizes operational efficiency but also significantly contributes to a more seamless and gratifying customer journey, thereby reinforcing the company’s competitive edge within the dynamic and rapidly evolving e-commerce market.

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