Here you will find all the information you look for regarding the data sharing between Business Sorter and the other apps of the marketplace.
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Interesting workflow you can accomplish with Business Sorter on our MarketPlace
When you create a plan in Business Sorter and include any of the sales key steps below, you can view 'Income by customer' data inside your plan.
Sales > Objective: Know the customer > Key step: Sole source agreements
Sales > Objective: Have a plan > Key step: Upselling
Sales > Objective: Have a plan > Key step: Invest time wisely
To view data, click the 'Connec! data' button underneath the key step to see . You will see a list of your top customers, in order of total amount invoiced, for the last 12 months.
Data shared between Business Sorter and other apps
CRM and Sales data shared
Entity shared | Entity in Business Sorter | From Business Sorter to other apps | From other apps to Business Sorter | See it on my Impac! Dashboard |
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Invoices | Income by Customer | |||
FAQ
Coming soon...
Team Work
All the apps available on Maestrano marketplace share data with Business Sorter
However, these three apps are the best matching for Business Sorter
Xero
Quickbooks
MYOB