Logo - Full (Color)

Crear

Visma│economic

Visma│economic-icon
Aplicación

Visma│economic

Unite finance and sales with our Visma Economic integration

Desarrollado por
MCB A/S
Instalaciones
Más de 40 instalaciones
Clasificación

1(1)

Inicia sesión para instalarRequiere suscripción a Visma│economic

Requisitos

Plan de HubSpot
    Funciona con todos los planes de HubSpot
Más información
Permisos de cuenta de HubSpot
Ver los permisos de cuenta requeridos
Suscripción: Visma│economic
Suscripciones: Essential o Professional

Vista general

All businesses have one requirement in common, the need for a smooth and close connection between sales and finance. Accounting not only requires thorough expertise but an optimal software that can cater to your needs. This is why the Visma Economic Integration program is the perfect software solution for your company.

Launching exclusively on the HubSpot App Marketplace, this first-ever integration between Visma Economics and HubSpot is precisely what you need to organize and manage your accounting.

Built so finances and sales can be linked more closely.

Whether you are a small, medium or large business, accounting is an aspect that needs to be handled efficiently and smoothly.

Your salesteam is busy with their most important task in selling your products. But for the finance department, the importance of correct data is crucial to meet all accounting requirements and here two worlds meet.

Right up until now.

The individual salesrep works completely normal in HubSpot and when the golden time comes where a deal has to be created in the pipeline, the integration automatically creates the company in economic with all the important data for the finance department.

When sales subsequently need to take stock of customers throughout the year, we also ensure that we synchronize important data from economic to the company in HubSpot.

Custom Tailoring

When you opt to invest in this integration, you will be required to pay a one-time installation fee of $399. This cost enables the software to be tailored for your HubSpot platform and the way you do sales. Whether you need to exchange specific fields or what information is being exchanged between HubSpot and Visma, you can easily do it when we start setting up.

After the initial cost, the regular membership cost is very affordably priced at $99. With this cost, you can easily manage your accounting needs without needing an expert on retainer all the time. It can help you cut down costs in the long term.

Características

Core data automatically!

If a new lead is created in HubSpot and has a deal associated with it, the integration will create this potential customer automatically in Visma Economic, so you do not have to share delivery notes or go the long way to the finance department.

Fill in the most important and move on..

If you, as a salesrep, only know the discount code your new customer needs, then you can let your finances fill in the rest with peace of mind. We will update the company in HubSpot when finances have filled in the rest for you.

Continuous change or just insight?

We know that the information on a company can change over time and that it can be a manual process without a system behind it. All this is over from day one, as we ensure that you have correct and relevant data at your disposal directly in HubSpot.

Marketing can become even more relevant to SQL and customers

When sales and finance work with the same data, you also automatically give your marketing department a toolbox of opportunities to raise LTV and the opportunities for additional sales. .. Just to name a few possibilities. :o)

Funcionalidad de la aplicación

Datos compartidos
Fuente de datos
Dirección de sincronización
En HubSpot
En HubSpot

Assosiated contacts

Contactos

Contactos

Companies

Empresas

Empresas

New customers

Empresas

Empresas

Más información sobre los datos compartidos

Each installation is unique and therefore has a setup cost. Therefore, the integration can take into account the different Hubs, daily routines etc that exist in companies.

Valoraciones

Filtrar valoraciones:

Ordenar:


1/5
    26 de feb. de 2025Edited26 de feb. de 2025

Imposible obtener respuestas claras

La comunicación, la asistencia y el proceso de integración son muy deficientes. Es necesario pasar por el proceso de incorporación porque aparentemente tienen que "configurarlo", pero no hay una explicación clara de lo que hay que configurar exactamente, cómo funciona o cuánto tiempo llevará. Tratar de obtener respuestas concretas es casi imposible, lo que hace que todo el proceso resulte frustrante y poco claro. La falta de transparencia y de apoyo convierte lo que debería ser una experiencia sencilla en una experiencia confusa e ineficaz. Llevo meses intentando obtener respuestas, y nada. Me doy oficialmente por vencida.

¿Qué te gusta?

?

¿Qué te disgusta?

?

  • Ingemod Andersen, K.

Traducido from English. Ver original texto

Precios

Esta aplicación requiere uno de los planes de suscripción de Visma│economic.

Essential

99 US$

/mes

Shared data between Sales and Finance

  • Synchronization of data between HubSpot and economic

  • Tailoret rules for creating customers in economic

  • Automation on all properties

  • Membership in our development roadmap

$399 Installation fee

Essential

99 US$

/mes

Shared data between Sales and Finance

  • Synchronization of data between HubSpot and economic

  • Tailoret rules for creating customers in economic

  • Automation on all properties

  • Membership in our development roadmap

$399 Installation fee

* El precio que aparece aquí es solo para fines de visualización. Los precios no incluyen impuestos, incentivos, descuentos u otras variables. Debes comunicarte con nuestro partner para obtener la información de precios más actualizada y correcta. HubSpot no se hace responsable de los precios que proporcionan nuestros partners. Precios actualizados por última vez: 12/08/2022

Más información

Desarrollado por
MCB A/S
Instalaciones
Más de 40 instalaciones
Categorías
Idiomas en los que está disponible esta aplicación
Inglés

Nuevas llegadas

HubSpot solutions partner illustration
¿Necesitas más ayuda?

Crea una solución personalizada con la ayuda de HubSpot Solutions Partner.

Conéctate con HubSpot Solutions Partners para cualquier necesidad empresarial. Explora recomendaciones, contrata al partner adecuado y pon en marcha tu proyecto.