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Accounting and CRM: Seamlessly integrated


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Gravity Software’s® (Gravity) cloud-based accounting software is written as a full accounting application on top of the Microsoft Power Platform (aka Dynamics 365). Gravity’s seamless integration with Dynamics 365 CRM allows you to have accounting and CRM functions together in one platform.

Save yourself a step or two

By having a financial business solution built from the ground up on the Microsoft Power Platform, customer information is stored in one centralized location, but is accessible by both accounting, sales and marketing personnel. The need to manage and operate two separate systems is eliminated. In one central location, Gravity’s menu allows for navigation from sales and marketing to accounting. With security measures in place, sales personnel can access the same customer information as accounting. They no longer have to take extra steps to access vital information. This function is practical as sales and marketing personnel may need to check for an update regarding a customer’s invoice and payment history. The integration with CRM eliminates the need for them to request this information through accounting.

Transparency and a two-way mirror

What if your salespeople with one click, and with the right security, can access any piece of data from a customer? Wouldn’t that be sweet? With Gravity they can with one click. Salespeople can also check the status of their customer, if they are on credit hold, and so on. Salespeople can see what’s happening with their customer from an accounting perspective and accounting can see what’s happening from the linked account from their perspective so they can see if there is any new business coming in. Again, with proper security measures in place, customer information is now transparent. It’s as if both side are examining the same customer information through a two way mirror: each sees the same information, but from their own perspective, extracting what is relevant and vital to them. Both sides basically have their own data that they manage, but they are fully integrated and linked together on one platform.

This video, John Silvani, President of Gravity, will demonstrate how Accounting and Salespeople can benefit with Gravity’s robust solution.

HubSpot Video

When you need more

Gravity’s cloud accounting software gives SMBs control over and visibility into what’s going on in your business, and the ability to make smart decisions that impact your margins and ultimately improve your cash flow. By utilizing the Power Platform, Gravity’s cloud financial software makes it simple for businesses to operate from anywhere, at any time without all the startup costs associated with other accounting applications.

Do you need . . .

  • More accounting users?

  • Track transactions for events, projects or other dimensions?

  • Better security and true audit trails?

  • To integrate to external systems?

  • To implement your own workflow around transactions?

  • Integrated CRM to automate sales and marketing?

  • Better internal controls?

Start simplifying your business processes so you can be more effective and efficient. Start making better informed decisions on your business with workflow automation. Gravity's cloud accounting software allows you to easily navigate from Gravity's back office financial business solution to front office Sales, Service and Marketing.

Gravity makes it simple for your business to operate from anywhere without all the startup costs associated with other accounting applications. Want to learn more about Gravity Software? Schedule your online demo or fill out our contact us form. 

Gravity Software

Better. Smarter. Accounting.

HubSpot Video

 

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