Which data is shared between Business Sorter and other apps

Here you will find all the information you look for regarding the data sharing between Business Sorter and the other apps of the marketplace.


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. 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 sharedEntity in Business Sorter

From Business Sorter to other apps

From other apps to Business SorterSee it on my Impac! Dashboard






Invoices

Income by Customer
















FAQ

How can I see Invoices?

You can see the invoice calculation once you have created a plan - selected Sales and prioritized s1.1, s2.5 or s2.9





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

Any question? Contact us on support@maestrano.com