Automatically Sync Data Between Virtually All Of Your Critical Applications.

Automatically Sync Data Between Your Critical Applications.

Does your business fit the below criteria? If so, you may benefit from an automated data integration solution.

  • Utilizes multiple applications for critical business functions

  • Relies on users to manually enter data from one application to another

  • Experiences bottlenecks and delays caused by manual processes

  • Frequent back and forth between teams to validate and resolve data mismatches

How Might Integration Automation Benefit Your Business?

Finance

  • Reduce inbound requests for customer AR information.

  • Create customers & orders directly from external systems without manual data entry.

  • Automatically sync product data with external systems.

Sales

  • Display account invoice, payment, and outstanding balance information within CRM.

  • Automatically transmit closed-won orders to billing system.

  • Import leads from website into CRM in real-time, greatly reducing lead response time.

Support

  • Automatically create new support cases from website submissions.

  • Sync support case/incident data between CRM and internal support tracking systems.

  • Determine support eligibility based on financial status from finance software.

Typical Order to Cash Process.

Pictured is a diagram representing a typical order to cash flow. New leads flow automatically from the marketing layer into a CRM. Accounts and orders are automatically integrated to the ERP application upon order creation.

Data is also shared between support software such as Jira, project management software like Asana and data logging utilities. Lastly, notifications such as new records or error notifications can be sent to chat applications such as Teams or Slack, keeping team members updated.

Some of our frequently integrated applications.

Ready to learn how our integration experts can jump start your business? Fill out the form and Let’s Get Started!