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Visma│economic

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Visma│economic

Unite finance and sales with our Visma Economic integration

Créé par
MCB A/S
Installation
40+ installations
Évaluation

1

(1)

S'identifier pour installerNécessite un abonnement à Visma│economic

Exigences

Abonnement HubSpot
Autorisations de compte HubSpot
Afficher les autorisations de compte requises
Type d'accès
Shared
Abonnement à Visma│economic
Abonnements : Essential ou Professional

Vue d'ensemble

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.

Fonctionnalités

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)

Fonctionnalité de l'application

Données partagées
Source de données
Direction de synchronisation
Dans HubSpot
Dans HubSpot

Assosiated contacts

Contacts

Contacts

Companies

Entreprises

Entreprises

New customers

Entreprises

Entreprises

Plus d'informations sur les données partagées

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.

Avis

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1/5
    26 févr. 2025Modifié26 févr. 2025

Impossible d'obtenir des réponses claires

La communication, l'assistance et le processus d'intégration font gravement défaut. Vous devez passer par le processus d'intégration parce qu'ils ont apparemment besoin de le "mettre en place", mais il n'y a pas d'explication claire sur ce qui doit être mis en place exactement, comment cela fonctionne, ou combien de temps cela prendra. Il est pratiquement impossible d'obtenir des réponses concrètes, ce qui rend l'ensemble du processus frustrant et peu clair. Le manque de transparence et de soutien transforme ce qui devrait être une expérience simple en une expérience confuse et inefficace. Cela fait des mois que j'essaie d'obtenir des réponses, mais rien. J'abandonne officiellement.

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  • Ingemod Andersen, K.

Traduit from English. Consulter le texte original

Tarification

Cette application nécessite l'un des abonnements Visma│economic suivants.

Essential

99 $US

/mois

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

/mois

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

* Les prix mentionnés ici sont uniquement présentés à titre indicatif. Tous les prix n'incluent pas les taxes, les offres spéciales, les réductions ni les autres facteurs pouvant affecter les tarifs. Vous devez contacter le partenaire pour obtenir les tarifs les plus récents. HubSpot n'assume aucune responsabilité pour les informations de tarification fournies par ses partenaires. Dernière mise à jour des prix : 09/08/2025

Informations supplémentaires

Créé par
MCB A/S
Installation
40+ installations
Catégories
Langues dans lesquelles cette application est disponible
Anglais

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