If you would like to learn how clients integrate their Invoicing Systems or ERP solution with Project-SalesAchiever™ CRM and gain ideas on best practice. Then please contact your Account Manager and flag the system you are most interested in. Hence they will be more than happy to arrange a discussion for you.

The basic principles of integration are the same for any ERP or Financial package whether standard or bespoke. A map uses connectors to move the data in one or more directions between systems accordingly. Connectors are live, nightly, or scheduled on a regular basis e.g. every 10 minutes, weekly, etc, to run.