Access to accounting information from within your CRM application is essential for responding to customer queries and to pursue upsell opportunities. Our seamless integration with a number of popular accounting systems provides quick and easy access to financial summaries and sales transactions from within Legrand CRM.
The Financial Summary screen shows the customer's sales figures for the current month, last month, current accounting year and last accounting year. Also included are the aged receivables and the Notes fields from the accounting system.
The Transactions section shows recent financial transactions - invoices, credit notes and payments - for a specified date range. This is a live view straight into the accounting data.
The product sales history screen provides a live, sortable and exportable list of the invoice line items that have been sold to a customer. The information includes unit sell price, quantity sold and unit cost price. You can sort by product and invoice date. Use this information to quickly look up which items the customer has ourchased in the past, or to see which prices and discounts have been given previously.