CRM - iGlobe ERP & Data Import

GIVE YOUR SALES TEAM AN UNFAIR ADVANTAGE

E-CONOMIC

Connecting e-conomic with iGlobe CRM for Office 365 means that users of e-conomic and iGlobe CRM can retrieve information about accounts and transactions, from economic to iGlobe CRM, in a fast and effortless way. The integration make it easier to get the full overview of each single customer.

• * Import customer information from economic to iGlobe CRM
• * Update your customer information from economic to iGlobe CRM
• * Provide CRM user access to customer purchase history
• * See an invoice list from e-conomic on each customer
• * Get a status of balance and overdue amount of the customer
• * Create a customer directly from iGlobe CRM in e-conomic

The e-conomic integration is built in to iGlobe CRM and is a free service. All you need is a subscription to iGlobe CRM and e-conomic. Learn more about e-conomic using the following link

Power BI

Want to forecast sales better, hit that record sales target, and increase profitability per sale? How about providing users with a dashboard-based navigation to find exactly the customers group the want to target? Or a simply and quick overview of the meeting reports they need to follow up on? Choosing between 12 interactive dashboards you can implement exactly the dashboards that add value to your version of iGlobe CRM Office 365. Power BI for Microsoft gives a highly effective reporting tool using a user-friendly visual presentation that will help you, forecast sales better, hit that record sales target, and increase profitability per sale.  With iGlobe CRM Office 365 you are able to gain useful knowledge about your customer and sales, spot new trends, monitor performance, and find new angles – all this because you have all of your data in one place. Choosing between 12 interactive dashboards you can implement exactly the dashboards that add value to your version of iGlobe CRM Office 365. Highly visualized dashboards give an overview of customers, contacts, meeting report and opportunities. Gain insight into sales progress. 6 of the reports are dedicated to managing your potential sales, won and lost opportunities plus forecasting. Yes, even forecasting, Power BI will give you a future forecast based on your current opportunities.  All this you get directly in iGlobe CRM Office 365 as an integrated part of the App. By embedding Power BI into PowerApps you will get these reports on any device.  See much more here

 

FILE IMPORT

Data can easily be imported into iGlobe CRM. No software needs to be downloaded or any other third party tool is needed. Whether you want to import Contacts or Companies in the implementation process. Or you want to update existing data, for example, sales information. Importing data could not be more straight-forward. You simply create an import profile by mapping fields and columns and run the import, that it. Saving these profiles allows you to reuse imports, making it even easier to update your data.

Styring a kundeemner

"iGlobe giver os en god styring af vores kundeemner og er en af de få løsninger, som også fungerer i Office365.” "