How to succeed in the competitive business environment and don't overload your app with the excessive functionality? The answer is simlpe - provide your users with CRM integration option. Find out more details in this case study.

1. Create A Transcending Platform to Succeed in
Financial Decisions via Data-Led Approach
Accounting System +
CRM Integration

2. TABLE OF CONTENTS
1
2
3
4
5
Why Account System Integration Matters
Advancing Software Functionality
Fostering Innovation with CRM Integration
Encountering the Potential Risks
One to Many: Multiple CRM Interaction
A Brief Takeaway
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3. Chapter One
Why Account System
Integration Matters
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4. Why Account System Integration Matters
The modern business development scenario
places an essential focus on the functionality and
work optimization upgrade. In the attempt to
combat competitors and tackle problems faced
by clients, accounting systems vendors consider
adding an option of CRM integration.
Accounting systems come as the essential
software in achieving financial control and
succeed in financial performance. Striving to stay
user-centric and nimble in a large business
environment, more and more vendors are
interested in innovations and transformations
that help to encounter the inherited lack of data
transparency and agility.
So, looking for the change of the problem-
causing experience, the integration with CRM
platform enhance the data-focused decision-
making process, as well as unlock the full
potential of accounting system.
Business Objectives & Goals
 Advance Decision-Making
Get timely, accurate data for the
efficient business running and
blunders overcoming
 Employ Innovations
Provide customers with a functionality
upgrade to gain new, loyal audiences
 Run Agile Workflows
Improve the business processes and
boost up the productivity and revenue
levels
Contact with Sales Manager
 Get in touch with a qualified sales
manager to receive all necessary
details and business road map.
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Talk to Sales
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5. Chapter Two
Advancing Functionality
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6. Advancing Functionality
Despite you anticipate the change in the software landscape, it is going faster than you
could ever imagine along with the amount of data that goes ahead in the business race. Your
clients use a list of tools to gather as many records as they can.
Accumulating tons of information makes them lost and unsure what to do with it. To handle
the flow and derive the valuable, timely insights from data, vendors route all the records to
CRM platforms. In this way, they receive more options to develop and implement financial
workflows that fit the needs of an organization.
Remember, being an industry leader demands adopting new technologies before your
competition beats you to it. With CRM integration, you offer a competitive feature that covers
the common issues of accounting systems and improves
 the reporting and analytical capabilities of the service
 the data relevancy and eliminates the number of outdated records
 the speed and accuracy of the financial information processing
 overall software compatibility and opportunity for data extraction
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7. Chapter Three
Fostering Innovation with
CRM Integration
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8. Fostering Innovation with CRM Integration
The sophisticated accounting system bears the responsibility of leveraging resources and
appropriate methodology to cultivate an agile workflow, deep understanding of the data, and
advancement of KPIs estimation. Following that way, CRM integration conveys the coming
next opportunities:
 Workflows establishment and enhancement of financial, operating, and investing
processes to agile the performance,
 Real-time and relevant data transference between accounting system and CRM to
eliminate the copies, missing records, etc.
 Deep insights into the gathered information and improved reporting on profits, loss,
expenses, payments and others
The major role of accounting system is to facilitate the process of entry, categorization, and
balancing the financial aspect of business running. Hence, adding the CRM integration option
amplifies the functionality and enlarges targeted audience of users.
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9. Chapter Four
Encountering the Risks
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10. Encountering the Risks
Businesses face a myriad of issues on a daily basis, and they also share the objectives to
accelerate the growth of revenue and profits. Accounting system provides a bundle of
features to manage financial and investing processes and keep the clear balance on the
expenses. Thus, this set of data isn’t enough to aid in the decision-making process.
The integration of your accounting software with CRM will simplify the analysis and
evaluation of the overwhelming volume of data. The functionality upgrade represents
tremendous opportunities to understand and connect with the customers, and increase the
variety and velocity of business capacities.
Instead of thinking and describing the fascinating toolkit offered by your accounting system,
try to step into the client’s shoes and see what they actually need for succeeding in business
and customer relationship development.
Enabling CRM integration will level up your software and help to raise the rates of your
accounting system without scaring your clients away. Moreover, this practical option
heightens the competition of your tool, and opens a way to running the data-focused
processes.
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11. Chapter Five
One to Many: Multiple
CRM Interaction
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12. One to Many: Multiple CRM Interaction
In the digital environment, to collect customer data is the easy part. The complex one is to
gather the information from different apps and tools in a single place. API integration of
business software helps to minimize the difficulty. The process requires resources and time.
With Data2CRM.API, a unified programming interface, the integration of your accounting
system with multiple CRMs will be handled by a single API integration with the service.
By integration with Data2CRM.API, you receive the capabilities to interact seamlessly with
multiple CRM platforms. So, your current and future clients get the new prospects in business
development with a price of maintaining a single ecosystem.
 One API integration to connect your software to multiple CRM systems
 Explicit documentation including the API methods and code samples
 Standard and custom filters to run any manipulations with the specific records
 Technical support at any stage of development from the savvy-developer team
 Easy interaction with CRM leaders: Salesforce, Microsoft Dynamics, SugarCRM and others
 Flexible plans and each request processing to deliver the high-quality service
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13. CRM Integration Logic
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Stage 1. Run registration and authorization process.
Stage 2.
Check the documentation and API abilities offered by the
service.
Stage 3. Download and install Data2CRM.API SDK.
Stage 4. Try methods in action to see the work of the service.
Stage 5. Create a connection form to client’s CRMs.
Stage 6.
Add into the system work with companies, contacts, leads,
deals, tasks, etc.
Stage 7.
Optimize the performance of data: save information on
your accounting service side, and further updates of new
records
Data2CRM.API enables the API integration process that consists of the 7 stages.

14. Accounting System Integration
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Open up new horizons for your data-led clients with Data2CRM.API.

15. Chapter Six
Brief Takeaway
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16. Defining moments of accounting system functionality upgrade, new
approaches to customer development, and workflow optimization, CRM
integration becomes a medium to achieve desired goals and objectives.
Check our documentation or talk to a dedicated account manager.
Develop your accounting system and build stronger customer relationships by making
iterative improvements to existing features and providing CRM integration. Data2CRM.API
enhances the process of interaction with multiple platforms, helps to develop and support a
single integration to succeed with business software evolving.
CRM integration with Data2CRM.API empowers your accounting tool users with
 seamless interactions and data manipulation with CRM platforms
 timely record updates to exclude the information inaccuracy
 improved process of the opportunity tracking and workflow agility
 upgrade of the in-depth reporting and optimized KPIs estimation
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17. TALK TO AN EXPERT
Your time is precious, so
don’t wait up and start using
Data2CRM.API today!
Account Manager
data2crm.api.crm@magneticone.com
Support Department
support.api@www.data2crm.com
Business and Partnership
business@www.data2crm.com
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