Managing Customer Relationships with accessplanit

Length: 24:00

In this webinar, Frank & Hannah over how accessplanit can help your team build stronger customer relationships!

They explore the tools available within accessplanit, and discuss how integrations with systems such as HubSpot and Salesforce mean your teams work in the platforms they know best, while keeping data connected.

In this session we cover the following:

  • Knowing your customers inside out
  • Never let a deal slip
  • Make decisions with real-time data
  • Connect accessplanit to your existing Sales tools
  • Q&A

Keep Exploring!

Take a look at the following supporting resources to learn more about what we covered in this session:

AI  Summary

Reporting

Connecting to a CRM & your enquiry form

User & Accounts

Opportunities & meetings

Q&A

Here are answers to all the questions answered live on the webinar!

Q: Can accessplanit integrate with Microsoft Dynamics as a sales CRM?
A: There isn’t currently a planned native integration with Microsoft Dynamics, but we’ll pass this suggestion on to our Product team for consideration!
In the meantime, accessplanit has API Feeds available for Users, Accounts and Opportunities, which can be connected to other systems. Unlike a pre-built integration, an API connection does require configuration/setup, but it also gives you much more flexibility to create a connection that fits your specific requirements.

Q: The AI Summaries include unpaid invoices, how can I mark an outstanding invoice as paid in accessplanit?
A: Absolutely, we’ll follow this one up with you directly. We’ll raise a Support ticket with our team so they can get in touch and look into your specific situation, including how the invoice status is being reflected in the AI overview. This Knowledge Base page may be helpful: Process a card payment over the phone for an Invoice

 

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