Customer Insight: Connect NZ

Customer Insight: Connect NZ

Author -  Alana Stephens



Autotask CRM and Greentree ERP integration made possible with Flow Software.

Connect NZ understand the importance of business efficiency and profitability by using the right technology.They are a technology partner you can trust to make informed decisions on purchases relating to IT network, phone systems, and audiovisual equipment.

Connect NZ engaged Flow to help with increasing their own business efficiency by integrating their ERP system, Greentree with their CRM system, Autotask.The scopeinvolved configuring a completely automated integration and synchronisation of accounts (customers), products, inventory, and invoices between the two systems.

 

“Using Flow to integrate the two core business applications meant we were free to select the best of breed CRM application in Autotask.The result is we have been able to fully utilise the strengths of each application and not compromise our data or processes.The implementation went extremely well from start to finish and came in on time and in budget.We are impressed with the software and what it has done for our business.”

Company:
Connect NZ
(www.connectnz.co.nz)

Industry:
IT Services

Business Challenge:
Connect NZ has numerous managed service contracts in place that require real time, accurate reporting.A major breach in an SLA would occur if these reports could not be generated.Connect NZ selected Autotask as their front end application to manage contracts and needed it to integrate with their financial system Greentree to maintain their existing finance capabilities.

Benefits:

Full synchronisation ensuring consistency and accuracy of customer, product, inventory and invoicing data across multiple systems.

All SLA's are fully met with the automated information sharing between project and finance.

No double entry needed resulting in time and cost savings.

 

 

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