Connecting ERP / CRM Sales Data – Qymatix Sales Analytics Software
You will perform the data connection of your ERP and CRM system in two phases. First, a training phase, where we train and adjust our models to your sales data; second, an on-going data synchronisation, where our Software gets new data and pushes predictions, KPI and recommendations to your systems.
At the moment, we perform the training phase together during a first pilot project. In this pilot project, you can send us your ERP and CRM data most-likely in CSV format, unless agreed otherwise.
After a pilot project, and once our Software is running, we will synchronise a data exchange with your current sales systems, including, if necessary, third-party data.
The best way to successfully address a sales analytics challenge begins by building an integrated database: customer sales data, customer master files, salesforce leads, activities and reports, financial information and, if desirable, relevant third-party data.
Furthermore, if you are in a classic Business-to-Business (B2B) segment, remember that most of your future sales will come from your present customers and this is the data with the highest level of information about the future.
Different versions of Qymatix can connect to several of the systems mentioned above. If you have your data on a system not listed in our service, drop us a line, and we will have a look at it. We can also assist you with our implementation services.
Once your system is up and running, there are different ways of synchronising data with Qymatix Predictive Sales Software.
1 – Uploading sales data using Excel templates
If you can handle sales data yourself, the quickest way to connect it to Qymatix is using our standard sales templates.
In the CRM and professional version, you can upload sales data based on four templates: Accounts, Contacts, Sales Plans and Sales Activities. In the Professional and Advanced versions, you can also upload Sales Transactions.
Do not migrate or upload significant amounts of data using our manual upload options. If you need assistance migrating or uploading thousands of records from an older CRM system or database, contact us first.
Please only upload less than 5 MB of sales data in the templates provided and in CSV format. Do not change the name of the headers in the data templates. Besides, watch for fixed options, for example, in the type of customer or industry.
Once your sales data is in the given format, just select them and drop them in the designated area. You will get a message after the upload process is complete.
If you are to upload contacts, actions or sales plans corresponding to existing accounts or customers, make sure you add the right customer’s ID in the field provided. If you do not have the customers IDs, you can download first your existing accounts.
Remember that with just one click, you can anytime also export your contacts, sales plans and sales actions in CSV format.
If our Software connects to your ERP or you are uploading sales transactions, make sure you provide enough records. You will need to provide at least a hundred sales transactions to perform a significant sales analysis. Providing the price and the margin of each operation significantly improves the analysis. Upload them.
Make sure to save numbers as ‘numbers’ and all with the same format and currency. Check for invisible or special characters. If you find any problem, contact us.
2 – Connecting sales data using webMethods or Zapier
To connect your sales data using webMethods Integration Cloud from Software AG, or Zapier, you need to log into the service mentioned above and then add a new integration. Technical knowledge might be required.
3 – Connecting sales data from other ERP / CRM systems using our API
You can connect other ERP systems using the Qymatix Application Programming Interface (API).
To access our API, you first need to register with Qymatix, and then go to request access to our API documentation.
4 – Synchronising your ERP / CRM systems using an SFTP
In some individual cases, we will arrange a data synchronisation using a dedicated location, where you will regularly upload new sales data.
If you have sales data in another format, different to the one provided by the templates, and still would like to try Qymatix, contact us.
This online manual reflects the functionality of Qymatix Predictive Sales SaaS version 0.5.0. Variations may occur with more advanced versions of the tool.
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Do you have any further questions about Connecting ERP / CRM Data? We are happy to help!