{"id":120,"count":8,"description":"<h2>Connecting CRM systems to Exact<\/h2>\r\n<strong>CRM<\/strong> stands for <em>Customer Relationship Management<\/em>. With CRM software, you manage all your customer data, contact moments, sales opportunities and marketing activities in one central place.\r\n<h3>What can you do with a CRM system?<\/h3>\r\n<ul class=\"clickker-custom-list ul-spacing\">\r\n \t<li>Relationship management and customer segmentation<\/li>\r\n \t<li>Sales funnels and opportunity tracking<\/li>\r\n \t<li>Email marketing and campaigns<\/li>\r\n \t<li>Activities and task management for sales<\/li>\r\n \t<li>Documentation and communication history<\/li>\r\n \t<li>Dashboarding and reporting<\/li>\r\n<\/ul>\r\nA well-designed CRM system ensures that your sales and service teams work more efficiently, never miss an opportunity and always have up-to-date customer data.\r\n<h3>How does that work with Exact?<\/h3>\r\n<strong>You enter a quotation in the CRM<\/strong> \u2192 The customer data is automatically synchronised with Exact. Once the quotation is accepted, the sales order is immediately ready in Exact.\r\n\r\n<strong>You get a new customer<\/strong> \u2192 Data is automatically transferred from the CRM to Exact for invoicing and further processing.\r\n<h3>For whom is a CRM link interesting?<\/h3>\r\nFor companies that:\r\n<ul class=\"clickker-custom-list ul-spacing\">\r\n \t<li>Want to automate and accelerate their sales process<\/li>\r\n \t<li>Always want to work with up-to-date customer data<\/li>\r\n \t<li>Want to process invoicing, quotations and orders seamlessly<\/li>\r\n<\/ul>\r\n<h3>Linking with Exact? Clickker takes care of it<\/h3>\r\nWith the powerful <strong>Exact API from Clickker<\/strong> easily connect your CRM system:\r\n<ul class=\"clickker-custom-list ul-spacing\">\r\n \t<li>Exact Online<\/li>\r\n \t<li>Exact Globe<\/li>\r\n \t<li>Exact Financials<\/li>\r\n<\/ul>\r\nThis prevents double entry, improves your workflow and increases customer satisfaction.\r\n\r\n<a class=\"button\" href=\"\/en\/quotation\/\">Get your CRM linked to Exact - Request a quote<\/a>","link":"https:\/\/www.clickker.nl\/en\/subject\/crm-linking-exact\/","name":"CRM (Customer Relationship Management)","slug":"crm-linking-exact","taxonomy":"category","parent":0,"meta":[],"_links":{"self":[{"href":"https:\/\/www.clickker.nl\/en\/wp-json\/wp\/v2\/categories\/120","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.clickker.nl\/en\/wp-json\/wp\/v2\/categories"}],"about":[{"href":"https:\/\/www.clickker.nl\/en\/wp-json\/wp\/v2\/taxonomies\/category"}],"wp:post_type":[{"href":"https:\/\/www.clickker.nl\/en\/wp-json\/wp\/v2\/posts?categories=120"},{"href":"https:\/\/www.clickker.nl\/en\/wp-json\/wp\/v2\/knowledge_base?categories=120"},{"href":"https:\/\/www.clickker.nl\/en\/wp-json\/wp\/v2\/mogelijkheden?categories=120"},{"href":"https:\/\/www.clickker.nl\/en\/wp-json\/wp\/v2\/koppelingen?categories=120"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}