CRMConnect: Exonet integration with Microsoft CRM

CRMConnect Lets You Take Better Care of Your Customers Than Ever Before

Good Customer Relations Management should form the backbone of any sales and marketing strategy you have as it is essential for customer retention and building your customer base.  CRMConnect synchronises the valuable information in your Exonet accounting system with Microsoft CRM, a leading CRM package, bringing benefits and productivity to your sales and marketing.

Benefits and Features

Benefits

Happy Sales Team and Staff

As everyone shares the one customer database, there’s no double data entry or the confusion associated with multiple information systems.

Information at Your Fingertips

Always be armed with all the information you need to close the sale when a customer is hot instead of getting back to them later.  Your sales team will have at their fingertips customer information such as recent volume, nature and dates of sales from CRM, which gets it straight from the Exonet database.  Even if they are out in the field, they will be able to tailor their sales presentation to the customer.  

Applications for this information are numerous.  Knowing the dates and types of purchases allows you to know if customers are due for a periodic purchase, or to target them with items of interest, or conduct a campaign on a particular product category, all handled hassle free through CRM.  Simple systems that just work equates to greater staff retention and more sales and profits.

Prevent Losing Customers

Nine times out of ten, disgruntled customers will not tell you; they will simply leave.  Take care of each of your customers as if they are your only customer and they will keep buying from you.

Save Time and Reduce Error

If a sales rep enters a new customer via CRM, admin staff can see the exact same record and vice versa.  Accounts and contacts are supported in this way.  Once you include quotes, orders and invoices, you can imagine the time and frustration automatic synchronization will save across your entire organization.  

 

 

 

 

 

Features

  • Create, delete and update Accounts and Contacts in either CRM or Exonet.  Changes will be reflected.
  • All details such as relationships between entities, head office, postal and email addresses etc, are synchronised
  • Synchronize stock items, quotes, orders and invoices from Exonet to CRM
  • Generate quotes in CRM
  • Ability to synchronise custom tables and columns
  • Together with Microsoft CRM create very specific marketing lists
  • Together with Microsoft CRM unlock targeted sales campaigns complete with measurement tools from CRM to tie in with customer data from Exonet



Case Study

Atdec

The Business Issue

Atdec, a leading provider of flat screen mounts and brackets, were experiencing a lot of difficulty trying to maintain two different databases.  Some people had access to and used Microsoft CRM, while others used Exonet.  CRM contained all the account related info and Exonet the financials.  Account Managers needed to see updated information on all quotes, orders and invoices.

“Our resellers referred KKL as an adept solution provider.  We wanted to work with a partner who was familiar with Exonet and that was the primary reason we chose KKL.”

The Solution

CRMConnect was deployed with all necessary field synchronised and business functions implemented.

 

Summary

CRMConnect proved to be a useful and flexible solution.
“CRMConnect most definitely serves a purpose.  It makes it possible to maintain both systems and keep them up to date, without the need to enter the data twice.  We have a number of requirements; certain business functions, we were trying to achieve.  For example, invoicing and sales orders were to be read only in CRM.  CRMConnect is quite flexible in what you are trying to achieve and how you want to maintain your databases.”
Over a year after implementation, CRMConnect continues to deliver.
“Looking back at the initial goals we had for CRMConnect, we definitely did achieve what we wanted to in terms of connecting various fields and data flows back and forth between the two systems.”

Highlights

“As a result of this connection, it is fairly easy now to run all sorts of different reports.  Without this data in CRM, we would not be able to see sales dynamics.  The data now feeds from Exonet into CRM’s reporting system, which is better than Exonet’s.  This would not be possible if we did not connect the two systems.”

 

Testimonial

 “We have been using KKL's CRMConnect software for a number of months now and have been very happy with it.  I found their expertise and professionalism to be first rate.  During the implementation, they resolved all issues that arose quickly and proficiently. CRMConnect has given us access to Exonet's accounting information combined with the versatility and power of Microsoft CRM. The product itself has benefitted us by saving us lots of time and data entry errors.  We now have a lot more visibility into reporting and sales analysis than was ever possible previously. KKL staff have always been very approachable and knowledgeable in all my dealings with them and the after sales support has been responsive.  We're well on the way to recouping the cost of investment in the product through benefits and direct monetary savings. I am a satisfied customer and I have no hesitation in recommending CRMConnect knowing it could do for others what it has done for us.”
Viktoria Kulikova, Marketing Manager, Atdec
www.atdec.com

 

Licensing

CRMConnect is licensed on a per-EXO database basis.  One license is required for each EXO database.  An annual fee for support and maintenance also applies.

  • $5995 for CRMConnect 2.0
  • Configuration if necessary: $150 p/h
  • Customisation: $150 p/h
  • 15% of the total price (core module + additional user licenses) is payable as an annual license fee, starting from the first year.  This covers the right to use the software, installation, unlimited support (subject to fair usage) and all upgrades.

All prices are GST exclusive.

Customisation

If CRMConnect doesn't do what you want out of the box, don't worry!  KKL built it and are very capable of customising CRMConnect to your needs, based on a consultation, specification and quote.

System Requirements

  • Microsoft Dynamics CRM 4.0 On Premise Edition
  • MYOB EXO 6.2+

Yes! I'd Like to Find Out More

For a no obligation consultation to explore what CRMConnect could do for your business, click here.

To download resources about CRMConnect, please click on the links below:

CRMConnect Datasheet

CRMConnect Manual

Flash Demo of CRMConnect in action

Microsoft CRM Free Trial