Sales and finance often work in separate systems. The result: duplicate data entry, outdated data and frustration on both sides. A connection between Salesforce and Exact Online solves this, provided it is set up properly.
Why connect?
- No duplicate data entry: customer and invoice details stay automatically in sync.
- Real-time insight: sales sees the payment status, finance sees the pipeline.
- Fewer errors: manual retyping is a thing of the past.
Points to keep in mind
1. Determine the “source of truth”
Which system is leading for which data? Customer data from Salesforce, financial data from Exact? Make clear agreements about this in advance.
2. Synchronisation direction
Do you want one-way or bidirectional synchronisation? Bidirectional is more powerful but calls for clear conflict rules.
3. Error handling
What happens if a synchronisation fails? A good connection logs errors and notifies you.
Our approach
At Resolve IT we build connections that are robust and maintainable. Curious about the possibilities? View our Exact Online integration.