In today’s competitive business environment, having quick access to accurate customer financial and sales data is essential for making informed decisions. To help organizations gain better visibility into customer performance, we have introduced a “Sync Custom Field” button on the Company screen. We have a routine which syncs the
This enhancement allows users to synchronize key sales and financial metrics directly from the ERP system into CRM, ensuring that account managers and sales teams always have access to the latest customer information.
What Does the Sync Custom Field Button Do?
The new functionality enables users to synchronize the following important business metrics:
1. Year-to-Date (YTD) Sales
2. Percentage Change Between YTD and LYTD
3. Last Year-to-Date (LYTD) Sales
4. Percentage Change Between LYTD and LLYTD
5. Last Last Year-to-Date (LLYTD) Sales
6. Total Outstanding
7. Rolling 12 Months Sales
Key Benefits
Improved Decision-Making
Users can access critical sales and financial information directly from the Company screen without navigating between multiple systems.
Better Customer Insights
Historical comparisons and trend analysis help identify growing accounts, declining sales patterns, and potential opportunities for account expansion.
Increased Efficiency
The Sync Custom Field button ensures that users can refresh data whenever required, reducing manual effort and improving data accuracy.
Enhanced Account Management
With visibility into outstanding balances and sales performance, teams can make more informed decisions regarding customer engagement, forecasting, and business development strategies.
Conclusion
The introduction of the Sync Custom Field button enhances the Company screen by providing immediate access to key customer performance indicators. By synchronizing YTD Sales, historical sales comparisons, outstanding balances, and rolling sales figures, businesses can improve visibility, streamline decision-making, and strengthen customer relationship management.
This enhancement empowers users with the information they need to better understand customer performance and drive more effective business outcomes.