Do you have that in stock? When can you promise that? Is this customer on credit hold? If these questions seem familiar to your sales team, but the answers aren’t at their fingertips, an ERP to CRM interface might be the answer. Many vendors have an “out of the box” integration, but they often fall short of what you need – they might be missing data, lack flexibility or aren’t accurate.
That’s why NexTec built the Acumatica / Salesforce Connector. Unlike standard CRM/ERP integrations that provide simple address or email updates, NexTec’s Acumatica / Salesforce Connector also provides real-time updates on inventory, pricing, invoices, shipping and more in both CRM and ERP.
- Salesforce automated flow
- Lead to Opportunity management in Salesforce
- Salesforce Dashboard review
- Integration from Opportunity close to Order creation in Acumatica
- Updated back to Salesforce from Acumatica including order management and billing updates