Financial Management Integration Module

The Financial Management Integration module bridges the gap between the sales, marketing and customer service efforts associated with your front office and the financial management functions handled by your back office. The link provides your front office team with critical financial data, like past invoice content, year-to-date purchases, scheduled payment dates and credit pricing terms. Access to combined front and back office data increases the productivity of your sales force, the effectiveness of your marketing campaigns and the quality of your customer service. The integrated solution provides unlimited access to activity history, sales history and pipeline analysis information that allows you to run sophisticated queries that pinpoint the exact data you need. The query results can then be used to generate detailed sales forecasts, launch targeted marketing campaigns or access billing information to respond to customer inquiries. As an added bonus, information only has to be entered in one system. Data entered in Oncontact's CRM application can be piped into the financial management system and vice versa.