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Integration
from within Exchequer Enterprise/ACT/Goldmine
The enterprise version of Master Link includes functionality to allow a user of
Exchequer Enterprise to view/enter CRM information from within Exchequer
Enterprise. This program also posts
accounts history directly into Goldmine/ACT from Exchequer Enterprise. This allows Goldmine/ACT remote users to view basic account
information via Goldmine/ACT Synchronisation.
Exchequer
Enterprise/ACT/Goldmine
·
Schedule follow
up calls, very useful for telesales operations. ·
Send messages to
other Goldmine users ·
Add notes ·
Create/edit
Detail/Contact records V ·
Add
Contact to Group ·
Add linked
document ·
Edit Key 1-5
Fields V ·
View Contact /
Detail / Referrals / Pending / History / Links / Members Tabs V
2.
Use one button in Goldmine/ACT to take Fast Telesales
order, Reschedule call and then post result to
History. 3.
After entering Quotes updates Goldmine/ACT Sales Forecast. These
forecasts are updated as Won/Lost when converted to an invoice within Exchequer. 4.
Invoices are posted as Sales into Goldmine/ACT. 5.
Orders are
posted to Goldmine History (Notes for ACT). 6.
Posts the Turnover figures to Goldmine/ACT fields. 7.
Posts the date of last accounts activity, Invoice, Order, Quote date, for Sales and Purchase
side, into user-defined Goldmine/ACT Fields. 8.
Triggers can be set-up for General Ledger codes, Cost
Centre, Departments or values in Transaction user fields. When an invoice is raised in Exchequer, fields are
updated in Goldmine/ACT with the date of the Transaction.
This allows Goldmine/ACT users to filter the data to find: ·
Which Customers
have not bought lately for targeting by sales team ·
Which Customers
have bought particular types of products or services ·
Who buys a
particular product or service but not others ·
Lists Top
Customers ·
Plus
other possibilities 9.
Notes can be optionally sent back to Goldmine/ACT when finishing a Transaction. 10.
Export all accounts from Exchequer Enterprise to Goldmine/ACT. 11.
Export all accounts history from Exchequer Enterprise to Goldmine/ACT.
13.
Allow the capture of Credit Card
information after taking Orders in Exchequer.
These are sent by e-mail to a CRM user for credit checking before
authorising the
Order 14. Set-up warnings in Exchequer Enterprise using Account/Stock General notes.
V Not Supported in ACT Master Link for ACT,Goldmine,Microsoft CRM, Maximizer and Exchequer Enterprise We are an Exchequer Reseller/Exchequer Dealer selling Exchequer Softwarey
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Last modified: August 18, 2006 |
