Inogic is a specialist of integration of data from Accounting systems/ERP to Dynamics CRM. Dynamics CRM is becoming one of the most popular CRM systems worldwide and has a number of ERP systems which has been integrated but there are a number of systems which does not have proper real time integration with it including popular ones like Office Accounting, Sage Line 50, QuickBooks Enterprise.

 

Inogic fills up this space with its pre packaged integrations for Dynamics CRM for these accounting ERP systems.

The features of Inogic Integration are the following:

 

Customer Synchronization: Customer of CRM and ERP are completely synchronized. One can save a customer in CRM and promote it to ERP. Vice versa, you can synchronize customers from ERP/Accounting applications to view and edit it in CRM. Any edit and update on the CRM side reflects in ERP/Accounting in the real time.

 

Invoices and Orders Viewing in Microsoft Dynamics CRM: Complete view of a particular customers Invoice and pending Orders in Microsoft Dynamics CRM within its tabs.

 

Promote Orders from Microsoft Dynamics CRM: This feature is extremely useful for Sales people to make Orders against opportunities and promote it to ERP for further processing.

 

Quick Customer Account Information: Various financial important data like Credit Limit, Aging, and Terms etc from the ERP is available against the CRM customer for viewing of Sales People.

 

The advantages of Inogic Integration are the following:


  • Provides a complete 360 view to a sales person from within CRM
  • User licenses for both CRM and ERP is saved for the user
  • Real Time communication between the front office and back office.
  • Very easy to deploy and do not require software purchases like Biz talk
  • Utilizes the SDK of Microsoft Dynamics CRM to make upgrades, implementation and deployment easy
  • Retains Business logic of ERP/Accounting system by utilizing SDK’s