Connecting to Qymatix is simple and secure.
A two-stage process is required to enable Qymatix to analyse your sales data meaningfully. Firstly, we carry out a training phase in a joint pilot project. During this stage, we analyse your existing sales data, train our models and adapt the software to your specific requirements. During this phase, you can typically provide us with your data in CSV format without any complications, either by consulting your IT team or by exporting it directly from your system.
Once the software is operational, data is synchronised automatically and regularly. Qymatix synchronises your ERP and, if applicable, your CRM data with our platform. We then process this data continuously and provide you with daily forecasts, KPIs and recommendations for action. Data from third-party providers can also be integrated on request.
In medium-sized B2B sales in particular, the greatest potential often lies in existing customer relationships. A clean database is therefore essential for the successful use of predictive sales analytics. Our software works best when sales and customer data, activities, and — where possible — additional relevant information, such as industries or regions, are linked. This creates a complete picture for precise, actionable recommendations.
If your data is already structured in a system compatible with Qymatix, there is no need for expensive or time-consuming IT integration. We offer various customisable connection options.
If you have access to your own sales data, you can simply upload it to a jointly defined FTP server using a Qymatix template. We will provide you with a ready-made Excel file in which you can enter customer, product and transaction data. Once the file is in the correct format, you can upload it directly to the FTP directory. The system will then automatically check the data and notify you once everything has been processed correctly. It is important that the file is saved in CSV format and is not too large, and that no columns have been changed. Qymatix takes care of the formatting, so you don’t need to worry about translations or technical details.
If you would prefer to set up a permanent connection to your systems, there are several ways to do so. Companies with technical support can use webMethods or Zapier, for example, to automate data flows. Alternatively, you can use our open interface (API). This is particularly flexible and suitable for many ERP/CRM systems. For special cases, we can also set up SFTP-based data transfer. You can provide us with new sales data on a regular basis. This solution is ideal if you do not want, or cannot have, a direct connection between the systems.
The most important thing is that the connection works for you, not the other way around. That’s why we will support you every step of the way, testing your data in advance to ensure a smooth start. Our experience shows that: If you get off to a structured start today, you can achieve concrete sales results in just a few weeks.
This page describes the current status of Qymatix SaaS version 0.9.0. If you are using a newer version, there may be minor differences. If you are unsure about how best to integrate your data or which method is most suitable for your company, please do not hesitate to contact us. We will help you quickly and pragmatically.
Do you have any further questions about Connecting ERP / CRM Data? We are happy to help!