CRM integration with Symfonia Handel ERP

CRM integration with Symfonia ERP

Synergius CRM, combined with Symfonia Handel ERP, offers automatic data exchange, which streamlines areas such as updating quotes, transferring orders and sales documents. This significantly reduces errors and costs. This integration includes billing, orders, contractor files, price limits, special prices, discounts, products, their inventories, prices and warehouse documents. The integration process is fully automatic, allowing traders to access up-to-date invoice, billing and inventory data.

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table of contents:

CRM integration with ERP
Business areas optimized by CRM integration with Symfonia Handel ERP
Scope of CRM integration with Symfonia ERP
How integration works

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CRM to ERP Integration: Data Exchange in an Automated Way

Synergius is an intuitive and customizable CRM system, characterized by transparency and ease of use. The implementation process of this system is carried out smoothly and without complications. Using Synergius on a daily basis enables effective management of the sales department, increasing its efficiency. This system provides continuous access to a comprehensive customer database. Among its key functions is the management of the offer creation process and the monitoring of potential sales opportunities.

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Business areas optimized by CRM integration with Symfonia ERP

Integration of the CRM system with Symfonia Handel ERP introduces significant improvements in various areas of the company's operations. One of the key aspects is the automation of bid updates. This process significantly reduces the risk of errors that can occur during manual data entry. In addition, automation contributes to a reduction in operating costs associated with managing and updating offers.

Another important aspect is the effective transfer of information about orders in progress. Integration of CRM with Symfonia ERP enables seamless transfer of order data, which improves sales and logistics processes in the company.

In addition, the transfer of business documents from Symfonia ERP to Synergius CRM is done automatically. This ensures that all relevant information is quickly and flawlessly transferred between systems. Automatic data exchange also ensures that information is always up-to-date and consistent, which is crucial for effective customer relationship management and overall organizational efficiency.

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Integration of CRM with sales and warehouse program

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Our offer:

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Scope of CRM integration with Symfonia Handel ERP

Integration of the CRM system with Symfonia Handel ERP covers a number of key areas of the company's operation, which significantly improves business processes.

Settlements: Integration facilitates financial management by offering an efficient flow of transaction and payment information. This enables faster and more accurate settlements.
Procurement: The order management process becomes more automated and integrated. Order data is readily available in both systems for more efficient processing.
Contractor Directories: Customer information, such as transaction histories, preferences or contact information, is synchronized between CRM and ERP. This enables better analysis of customer needs and personalization of offerings.
Price Limits, Special Prices and Discounts: the integration allows you to centrally manage prices and discounts. This allows sales to be more flexible and tailored to individual customer needs.
Products - Inventory and Pricing: the integration provides real-time access to information on product availability and pricing. This is crucial for effective inventory management and responding to market changes.
Warehouse Documents: Documents such as releases, receipts and returns of goods are managed in an integrated manner, ensuring smooth warehouse operations and minimizing the risk of errors.

Integrating CRM with Symfonia Handel ERP is a strategic move that translates into greater operational efficiency, better customer relationship management and optimization of logistics and warehouse processes. As a result, companies can better adapt to the demands of the market and the needs of their customers.

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How does this integration work?

CRM integration with Symfonia ERP works automatically, providing salespeople with access to current information on customer invoices, settlements and inventory levels. The CRM system also receives selected data on contractors, products, prices and discounts. Orders from the sales department are automatically transferred to Symphony ERP, making business processes more efficient and improving data management.

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