Integration with aBILLity provides promotion of a CRM record to create an account within aBILLity and synchronisation of data back to Microsoft Dynamics CRM, allowing users with CRM to view important billing data and tariff information within the CRM application. This makes it ideal for marketing, customer service and salespeople who should not necessarily have full access to the billing platform.
Dynamics CRM is a marketing and prospect/customer management system. When a prospect ‘converts’ to a customer the contact information can be automatically populated into aBILLity. This eliminates the problem of errors creeping into the system through duplicate data entry or of separate databases becoming out of synch. The result is more accurate data requiring less work to maintain.
Rowland Dexter, Managing Director of QGate commented, “Working with Union Street has enabled us to break into a new vertical market. Telecom CPs operate in a competitive market and good customer management and prospect development can be vital. Union Street have worked hard with us to deliver a solution that is tailored to this sector”.
For Union Street, Tony Cook, Managing Director said, “CRM integration supported by QGate is part of Union Street’s continuing policy of developing a complete raft of back-office solutions for the CP community, including integration with third party applications. The aBILLity platform is widely deployed across many of the UK’s leading CPs.”