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Visma│economic

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Aplicativo

Visma│economic

Unite finance and sales with our Visma Economic integration

Criado por
MCB A/S
Instalações
mais de 40 instalações
Avaliação

1(1)

Faça login para instalarRequer assinatura do Visma│economic

Requisitos

Plano da HubSpot
    Funciona com todos os planos da HubSpot
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Permissões da conta da HubSpot
Ver permissões de conta necessárias
Assinatura Visma│economic
Essential ou Professional planos

Visão geral

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.

Recursos

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)

Funcionalidade do aplicativo

Dados compartilhados
Fonte de dados
Direção da sincronização
Na HubSpot
Na HubSpot

Assosiated contacts

Contatos

Contatos

Companies

Empresas

Empresas

New customers

Empresas

Empresas

Mais informações sobre dados compartilhados

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.

Avaliações

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1/5
    26 de Fev de 2025Edited26 de Fev de 2025

Impossível obter respostas claras

A comunicação, o suporte e o processo de integração são extremamente deficientes. Você precisa passar pelo processo de integração porque, aparentemente, eles precisam "configurá-lo", mas não há uma explicação clara do que exatamente precisa ser configurado, como funciona ou quanto tempo levará. Tentar obter respostas concretas é quase impossível, o que torna todo o processo frustrante e pouco claro. A falta de transparência e suporte transforma o que deveria ser uma experiência simples em uma experiência confusa e ineficiente. Há meses tento obter respostas e nada. Desisto oficialmente.

O que você gosta?

?

O que você não gosta?

?

  • Ingemod Andersen, K.

Traduzido from English. Exibir texto em original

Preços

Este aplicativo requer um dos seguintes planos de assinatura de Visma│economic.

Essential

US$ 99

/mês

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

US$ 99

/mês

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

* O preço aqui é apenas para fins de exibição. Todos os preços não incluem impostos, incentivos, descontos ou outras variáveis de preços. Você deve entrar em contato com o parceiro para obter informações mais atualizadas e precisas. A HubSpot não se responsabiliza por essas informações de preços, que são fornecidas pelos nossos parceiros. Preços atualizados pela última vez: 12/08/2022

Mais informações

Criado por
MCB A/S
Instalações
mais de 40 instalações
Categorias
Idiomas nos quais este aplicativo está disponível
Inglês

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