Integration to e-conomic

What is in it?

e-conomic is an integration module for customers who have licenses for both ChannelCRM and e-conomic. The integration connect the two systems, so that they can exchange information about companies and their financial transactions.

What to use it for?

The e-conomic integration poses several benefits:

•	To import customer information from economic to ChannelCRM

•	To update your customer information from economic to ChannelCRM

•	To ensure consistency between the information in the two systems - synchronization of economic debtors with CRM customers

•	To give the user access to CRM customer transactions through a tab on the corporate image in the CRM system of economic purchase history

•	Create debtors from Company screen in ChannelCRM when an prospect becomes a real customer

•	To provide overview and more sales at various campaigns and analysis reports, based on e-conomic data

How to do it?

Configuration

The integration are enabled by special License Key which can be ordered from ChannelCRM. Then enter the e-conomic agreement number, user-ID and password in the menu Administration | Application wide settings.

Password may be omitted if you do not want all users to have access to e-conomic password. In this case, the system will ask password every time, the user communicate with e-conomic.

Imports of debtor’s updates, ensuring consistency

In the Administration menu, in the menu item, Data import, press the button: e-conomic web.

This will load a list of debtors. If the list can be approved, import it by pressing Start import. The list can be tested by pressing the Test button.

The CRM system will check each individual debtor to find similar companies in the CRM database. Ideally there should be only one corresponding company. You can identify duplicates and possibly merge them with the default mode to merge the company, in case there should be 2 or more duplicates.

Customer Lookup - purchase history

On the company screen under the tab e-conomic, you will find the invoices and invoice lines that are extracted from e-conomic. These figures are now stored in copy in the CRM database. The tab does not show figures, by way of a real-time lookup of Economics. The data is copied into the CRM system administrator, when synchronizing.

Reporting and generation of campaigns

It is possible to create the usual dynamic lists, including e-conomic data as well. You can easily create e.g. a PivotTable with customers and their purchase transactions:

Here is a list of all invoices from e-conomic. It is filtered, so it shows all the companies who have had one or more transactions of more than 5000 - after 1’st February 2005

If you highlight some of the companies in the list, right clicking your mouse companies can be added to a campaign.

Here we have chosen to put customers into a campaign called "sales". You can thus quickly create marketing campaigns based on purchase history.

Tech Notes

There are no technical notes to the section on e-conomic integration.

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