Salesboom professional Services built and maintains the CRM to Dynamics Integration. Over 15 years of building our own integrations between our CRM and ERP systems puts Salesboom in the leadership position on providing CRM pre-integrated with Accounting Software.
CRM Tightly integrated with your Accounting Software makes your business more agile.
Reduce friction in the buying and supplying processes so employees, customers, partners are rewarded in real time with real time data and alerts. Synchronized Contact Data and Account information, with Opportunity and Order information kept up-to-date, no matter if it was updated in the CRM or updated in Dynamics.
Transform your company into a digital organization with Web self-serve, Quote to Cash and Accounting & ERP all in one system, at your fingertips.
Built custom reports, Dashboards & KPIs that span all departments of your company, with the click of a button.
Salesboom was the first Cloud CRM vendor to add Quotes to our CRM platform, at the request of customers, via our Built-to-Suit model of building our own customizations and integrations. Since then we have added Billing & Invoicing with customized Pricing, Sales Orders & Purchase Orders, Inventory Management & Warehousing, Expenses, Receipts & Reinbursements, Sales Commissions management, Project Management with TImesheets & HR all as part of our Cloud CRM system.
When Salesboom integrates with Accounting software, we have the bes of both worlds. Salesboom has the Cloud modules that are easy-to-use and fully cusomizable with the click of a button. With our Microsoft Dynamics GP plugin, we synchronize customer information between the Accounting software and the CRM, in real time.
Accounting users get to stay in their familiar Microsoft Dynamics GP environment, and don't have to be re-trained. Salesboom sets up the integration and tests it and migrates the data and trains admin users and end users, in one all-you-can-eat package, called the FastTrack program.
Sales people and management can grow sales and improve Sales efficiencies, automate business processes and streamline the organization, in a fully customizable environment, so it grows with you.
Put yourself in the driver's seat by making your business agile and able to withstand the constant change of today's business environment.
Contact a sales representative today to discuss how we can build you the perfect marriage of CRM & Accounting.