Clientele Accounting Gateway: Front Office and Back Office Integration for Emerging Businesses

See Also Requirements Features

Clientele is an award-winning software solution that enables companies and departments to gather, organize, track and share customer, prospect, product and competitor information. Platinum for Windows by Epicor is an award-winning accounting solution designed for small-to-medium sized businesses. With the introduction of a special gateway between the two products, these best-of-breed applications can integrate and share key customer information, giving small businesses and emerging companies the advantages of a single solution. The gateway operates behind the scenes, on a user-defined schedule, to provide seamless data integration.

Getting To Know Your Customers
To remain effective in today’s customer-centric business world, back office departments must remain knowledgeable about their customers. Historically, such departments had little, if any, contact with customers and very little access to information about them. Moreover, the inability of front office and back office departments to share information resulted in extra data entry efforts—and a likely increase in the chance of error. With the introduction of the Clientele Accounting Gateway module, all that has changed. Now your back office can join your front office in the critical process of understanding and satisfying your customers.

Link Customer Information & Accounts Receivable Information
With a simple click of a button, you can easily create an accounting customer directly from within Clientele. The process is streamlined because you use information about the customer or the company that’s already in your database. Plus, you can review any updates before actually committing them to the database to make sure the
information is correct.

Current Pricing and Part Number Information

In order to be responsive, your front office must have access to timely pricing information. The Clientele Accounting Gateway module enables the back office to maintain all pricing information, giving you a single point of maintenance and control. Moreover, the front office can still order and send non-billable parts or parts that are available in electronic format.

Link Sales Orders To Back Office Fulfillments

In most organizations, when a sales person places an order, it is up to someone in another department to see that the order actually gets filled. Using the Gateway, whenever your sales people place orders in Clientele, the orders can be fulfilled automatically by your Operations department using Platinum for Windows. Sales reps are always kept informed because any back office changes to an order’s status appear automatically in Clientele.

Easy to Administer

The Gateway uses standard Microsoft technologies and is simple to install, configure and maintain. All setup and administration for it occurs within Clientele. You can even define the default settings for creating a Platinum for Windows accounts receivable customer, ensuring data consistency between your front office and back office. Plus, the Gateway includes a complete log of all synchronization changes and errors, making it easy to identify and resolve synchronization issues.

The Clientele Reputation

Easy to install and maintain. Clean user-interface. Shared prospect, customer and accounting information. Powerful functionality. Not to mention simple to configure and customize. With a scalable architecture that can grow as your business grows. And a true cost-of-ownership designed for the sensitive budgets of the small business. It’s easy to understand why nearly 3,000 companies worldwide use Clientele.