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Visma│economic

Visma│economic-icon
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Visma│economic

Unite finance and sales with our Visma Economic integration

建立者
MCB A/S
安裝次數
超過 40 次安裝
評分

1

(1)

登入以進行安裝需要 Visma│economic 訂閱

要求

HubSpot 版本
HubSpot 帳戶權限
檢視所需的帳戶權限
Visma│economic 訂閱
EssentialProfessional 版本

總覽

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.

功能

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)

應用程式功能

共用資料
資料來源
同步方向
在 HubSpot 中
在 HubSpot 中

Assosiated contacts

連絡人

連絡人

Companies

公司

公司

New customers

公司

公司

更多共用資料的相關資訊

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.

評論

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1/5
    2025年2月26日已編輯2025年2月26日

不可能得到明确的答案

沟通、支持和入职流程严重不足。你需要进行入职培训,因为他们显然需要 "设置",但对于具体需要设置什么、如何操作或需要多长时间,却没有明确的解释。要想得到具体的答案几乎是不可能的,这使得整个过程既令人沮丧又不明确。由于缺乏透明度和支持,本应简单明了的体验变成了令人困惑和低效的体验。 我已经尝试了几个月,但一无所获。我正式放弃了。

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  • Ingemod Andersen, K.

已翻譯 from English。 檢視 original 文字

價格

此應用程式需要下列其中一個 Visma│economic 訂閱版本。

Essential

US$99

/ 月

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

/ 月

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

* 此處顯示的價格僅供參考。所有價格均不包含稅金、獎勵、折扣或其他價格變數。如需最新的正確價格資訊,請連絡合作夥伴。HubSpot 對合作夥伴所提供的價格資訊不承擔任何責任。上次更新價格時間:2025/08/09

更多資訊

建立者
MCB A/S
安裝次數
超過 40 次安裝
類別
此應用程式可用的語言
英文

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