Contact vendor

Categories
ERP
More Info

Published

11.09.2018

Markets

Benelux, Denmark, Finland, Norway, Sweden, Switzerland, United Kingdom

Languages

Danish, Dutch, Finnish, English, Norwegian, Swedish

Visma NET Project Management Sync

Integrate contacts and financial information from Visma NET Project.

About this app

Visma NET Project Management is a comprehensive project management system used by a large number of businesses in Norway, Sweden, Finland, and other countries. This app lets you connect with your Visma NET Project Management solution to synchronize customer data and present key financial information, such as invoice data or outstanding orders, in views in SuperOffice CRM.

When you integrate data from Visma NET Project Management, you will enjoy:

  • Big savings on time: no more searching for customer data in more than one system and no need to learn or update two systems.
  • Improved working experience: respond and act on customer dealings with a full 360-degree view of the customer in one place.
  • Better data quality: update customer data only once, as new information is automatically synchronized to the other system. Less room for errors and out-of-date information.

Meanwhile, your customers will benefit from:

  • Faster response times: because your people have easy access to relevant information.
  • Better and more informed customer service: because they can act on the full information instead of assumptions or guesswork.
  • Greater customer experiences: fewer data errors improves the overall experience and trust in your company.

Key features

  • Connect existing SuperOffice CRM contacts to your Visma.net Project Management companies, contacts, and projects.
  • Create new Visma.net Project Management companies, contacts, and projects from within SuperOffice CRM.
  • Connect existing SuperOffice CRM contacts to Visma.net Project Management contacts.
  • Create new Visma.net Project Management contacts from within SuperOffice CRM.
  • View financial data from Visma NET Project Management in SuperOffice CRM, and view lists based on contact, company, or project.

Price information

Contact the vendor to learn more about the pricing.

CONSULTANCY SERVICES (OPTIONAL)
Consultancy services are available for product training and configuration. Contact the vendor or your SuperOffice CRM implementation partner.

TERMS & CONDITIONS

Requirements

SUPEROFFICE CRM PLAN

  • All user plans.

SYSTEM REQUIREMENTS

  • A Visma.net Project Management license subscription for all your SuperOffice CRM users.

Getting started

  1. Click the green button to get started.
  2. Complete the registration form.
  3. Follow the instructions of the provisioning website.

Not What You Are Looking For?