In the current market scenario acquisition and customer retention are crucial for any company. It is therefore vital that all the information gathered are organically available, to understand, anticipate and meet the needs of current and potential customers and create an offer fitting to market demands.
CRM software applications (Customer Relationship Management) are used to keep in touch with customers, to insert the information into the company database providing the tools necessary to track the data and analyze their interactions.
Given the CRM specific nature, although having a reliable ERP, you may want to implement some features more typical of a CRM that of an ERP.
To address this need, Mago.net is enriched with the Infinity CRM Connector module, a real operational bridge between your ERP and Infinity CRM software. Infinity CRM - part of Zucchetti Infinity suite - is the solution that permits an efficient and effective management of relationships with present and potential customers and all pre-sales, sales and after sales activities.
With Infinity CRM Connector your Mago.net is fully integrated to Zucchetti solution, allowing you to take advantage of all its ... infinite potential. The integration and the two-way data exchange between the platforms fully responds to your need to use the data stored in the two systems, ensuring a reliable, complete, yet flexible structure.
The heart of the system lies in Mago.net data synchronization component (Data Synchronizer), able to specialize itself according to the application with which it has to interact: in this case, Infinity CRM provider is available to synchronize Zucchetti software data.
The synchronization engine provides the data exchange from Mago.net to Infinity and vice versa, so you can avoid you the burden to re-enter in Infinity CRM the data already present in Mago.net. The connector allows to carry the data from Mago.net towards Infinity CRM, such as customer master data, articles and price lists; in the opposite direction it is possible, e.g., to send an order to the ERP. Synchronization is real-time and you can always decide which information to transfer from / to Infinity CRM.
In this way the integration between Mago.net and Infinity CRM provides automatic orders entry, keeping accounting management in Mago.net: thus you reduce repetitive tasks and shoot down the risk of error!
It is not all: starting from the integration with Infinity CRM, an extension of functionality is also planned, directed to Infinity DMS - the Zucchetti document management solution, to store, catalog and share any type of document. If you already use CRM you will soon be able to share with DMS the documents in the Mago.net Easy Attachment database. So you can store safely and easily share all material concerning negotiations with your client or potential, thus benefiting of valuable support to your daily activities.
Thanks to Mago.net Infinity CRM Connector you have a simple, but sophisticated dialogue systems, able to minimize the time for the integration between your ERP and CRM solution, maximizing the quality of information exchange between the implemented systems. All this in favor of the solution ... and of your business!