Legrand CRM Accounting Link enhances staff productivity by giving them key financial information without the need to access your accounting system.
What does Legrand CRM Accounting Link do?
The primary function of Accounting Link is to give customer facing staff access to key financial information without the need to log into your accounting system.
Customer account balances, transaction histories and on some accounting systems the ability to import products and sales all add up to a powerful total to enhance staff productivity.
Customer details and key financial information.
Accounting Link allows the transfer contacts and key financial information such as sales summaries and account balances into the Legrand CRM system. You can also copy companies and contacts from Legrand CRM into your accounting system. This way the information kept in your CRM and your accounting system is kept "in-sync" every time the Accounting Link is run.
Once information is transferred into Legrand CRM, it becomes available to all users even if they normally they don't have access to the accounting system. An example of this would be where members of the sales team using Legrand CRM can view customer account balances without requiring them to log into the accounting system.
Also, these balances can be used to to basis for campaigns or promotions. eg: prepare for your salespeople a list of customers who've bought more than $20,000 worth of products from you in the last 12 months, but nothing in the last month.
With a few clicks, you could easily assign customers with sales greater than a certain amount to your best salesperson.
Extending access to financial data not just to sales and marketing, but throughout your organization can offer increases in staff efficiency. For example customer service staff can check to make sure they pay extra attention to major customers.
View accounting data in real time using Legrand CRM
Accounting Link displays
recent transactions pulled directly from your accounting system. These details are not stored in Legrand CRM and not available for other Legrand CRM users.
Depending on what accounting system you use and the item type, clicking on each item will bring up the transaction details either in the accounting system or in Legrand CRM.
The transactions displayed include not only customer invoices and transactions but supplier invoices, payments and credits as well.
Mine your QuickBooks data for sales. *
Accounting Link provides for the easy importing of selected sales and product information from QuickBooks into Legrand CRM. Once this information is in Legrand CRM, it becomes a powerful tool for sales and marketing campaigns.
You can select which products and sales are imported in Legrand CRM and this enables you to chose which types of customers you plan to market to on an ongoing basis.
The person who stops by your store to buy a single packet of paper may not be of long term interest, but a colour laser printer buyer is a different story!
Once sales are transferred into Legrand CRM, it's a simple matter to select customers based on their purchase history.
For example: It's easy to prepare a list of customers to call who bought a laser printer to let them know a new model's available.
E-mail those customers who own your most popular model bike to offer them a discount on new tire repair kits.
No matter what business you're in, your existing and loyal customers offer the best chance for ongoing revenue growth. And what's more - customers will love you for it!
How to I install Legrand CRM Accounting Link?
Accounting Link is installed with every copy of Legrand CRM, but is inactive. It's not an add on or extra software that needs to be installed separately.
To activate Legrand CRM Accounting Link, you need to purchase a license key from your Legrand CRM partner or via our online store. Simply enter the license code in the Accounting Option box found under Help -> About -> Record Licenses menu. You will then be able to use the Accounting Link.
We have a series of Account Link Applications Notes that contain details on how to setup and use Accounting Link with your accounting system, but generally speaking it's a simply a matter of selecting which accounting system you have and pointing Accounting Link to your accounting system data. You do not need different license keys for different types of accounting system.
How do I try Legrand CRM Accounting Link?
You can Download a 30 Day Trial Version of Legrand CRM that contains an active Accounting Link. Once you've downloaded and installed this program, please visit the Account Link Applications Notes section for details on how to configure Accounting Link for your accounting software.
What accounting systems are supported?
Legrand CRM Accounting Link supports:
QuickBooks
MYOB
Advanced Business Manager
Sybiz
Sage Pastel
FinancePlus
Accredo
* Please note QuickBooks UK, Australian or New Zealand Editions have not yet have Software Developer Kits (SDKS) updated to the same version as the the USA version that allows Legrand CRM Accounting Link to import items and sales.
Extend the Power of Your Legrand CRM
Tailor Legrand CRM to meet your unique business needs with these optional add-on modules.
Customer Service Module
Track customer service from initial contact through resolution with this practical and inexpensive solution for managing and measuring issues.
Item Tracking Module
Turn past sales information into targeted marketing and sales opportunities. This module helps you leverage the information in your customer database, tracking physical or service "items" that you sell to customers.
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Also, these balances can be used to to basis for campaigns or promotions. eg: prepare for your salespeople a list of customers who've bought more than $20,000 worth of products from you in the last 12 months, but nothing in the last month.
Depending on what accounting system you use and the item type, clicking on each item will bring up the transaction details either in the accounting system or in Legrand CRM. 
You can select which products and sales are imported in Legrand CRM and this enables you to chose which types of customers you plan to market to on an ongoing basis.