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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By linking Payt Collection to Exact Globe via Clickker's API, users experience significant benefits. They enjoy a streamlined workflow, where data is automatically synchronized, saving time and reducing errors.
Fast and secure invoice handling for every organization
Keeping track of all your product data and sales channels takes time. Reduce your workload and start managing your product information the right way.