Benefits PerfectView CRM in combination with Exact Globe


Exact Globe is the financial administration package for SMEs, PerfectView the CRM package for road representatives. Together they are a strong team for SMEs. Clickker makes it possible to integrate data from Exact with PerfectView.

By default debtor/creditor master data is synchronized. The articles with corresponding prices are also included from Exact Globe. However, the link can go even further if desired.

In afbeelding 1 zien we dat de produkten met de bijbehorende prijzen vanuit Exact Globe beschikbaar zijn binnen PerfectView. This way the account manager can prepare a quotation with accurate article data.

Produkten overzicht exact globe 1024x690 1 -

Figure 2 shows that it is possible to determine for each organization which data from Exact is visible on the customer-specific tab in Perfectview.

Perfectview Exact voorbeeldscherm -

Ook is het mogelijk om van een gewonnen offerte in Perfectview automatisch een verkooporder te maken in Exact Globe.

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