ClearBooks Sync lets you connect your cloud-based SuperOffice CRM with your cloud-based ClearBooks ERP. It will synchronize customer data and present key financial information, such as invoice data or outstanding orders, in SuperOffice CRM Online.
When you integrate data from your ERP solution with SuperOffice CRM, you will enjoy:
- Big savings on time: no more searching for customer data in more than one system and no need to learn or update two systems.
- Improved working experience: respond and act on customer dealings with a full 360-degree view of the customer in one place.
- Better data quality: update customer data one time only, as new information is automatically synchronized to the other system. Less room for errors and out-of-date information.
Meanwhile, your customers will benefit from:
- Faster response times: because your people have easy access to relevant information.
- Better and more informed customer service: because they can act on the full information instead of assumptions or guesswork.
- Greater customer experiences: fewer data errors improves the overall experience andtrust in your company.