You’re managing eCommerce orders in CSM and payment processing in CPM. You need these systems to talk to each other without manual data entry between them. The Channel Sales Manager-Channel Payment Manager (CSM-CPM) Connector for Microsoft Dynamics 365 Business Central handles this automatically.
You’ll eliminate duplicate data entry between order management and payment processing. When CSM pulls an order from Shopify, for example, CPM knows about the payment details—no manual reconciliation needed. By eliminating the need for manual data entry, the app ensures accurate and up-to-date information, saving valuable time and resources. This increased efficiency enables sales teams to focus on revenue-generating activities while minimizing administrative tasks.
Effective collaboration between sales and finance teams is crucial for business success. The CSM-CPM Connector facilitates better collaboration by providing real-time data sync between the two systems. Sales teams can quickly access order and payment information, allowing them to respond promptly to customer queries and provide accurate updates. By enabling seamless communication and data sharing, this connector app breaks down silos and fosters a collaborative environment.
Customer satisfaction is at the heart of any successful business. The CSM-CPM Connector empowers organizations to deliver an exceptional customer experience by providing quick access to order and payment information. With the app, customer-facing teams can easily track and manage orders, respond to inquiries promptly, and resolve any payment-related issues efficiently. By providing a seamless and transparent experience, businesses can build stronger relationships with their customers.
Efficient payment processing is vital for maintaining a healthy cash flow. The CSM-CPM Connector automates the payment processing workflow, ensuring faster collection and improved cash flow. It automatically generates invoices and receipts, tracks payment status, and sends notifications for outstanding payments. By reducing manual effort and streamlining financial operations, organizations can accelerate payments and optimize their cash flow management.
In today’s data-driven world, businesses rely on analytics to drive informed decision-making. The CSM-CPM Connector provides valuable insights by capturing and analyzing sales and payment data. With access to comprehensive analytics, organizations can optimize their sales strategies, identify trends, and make data-driven decisions. This empowers them to proactively respond to market demands and stay ahead of the competition.
Connecting your business’s CSM and CPM processes has never been easier with our innovative Connector for Business Central. Seamlessly integrate customer success management and corporate performance management to unlock a new level of efficiency, collaboration, and strategic decision-making.
~ CSM Development Specialist | Suite Engine
If you’re looking to streamline your sales and payment management processes, the CSM-CPM Connector for Business Central is a game-changer. By seamlessly integrating Channel Sales Manager and Channel Payment Manager, this app enhances efficiency, improves collaboration, and enhances the overall customer experience. With automated payment processing and access to valuable data-driven insights, businesses can unlock their full potential and achieve greater success. Embrace the power of the CSM-CPM Connector and take your sales and payment management to new heights.
For comprehensive information on this release, please refer to the CSM-CPM Connector Help Documentation and release notes provided by Suite Engine.
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Stacy Dose, Channel Growth & Development Manager | Suite Engine, LLC
sdose@suiteengine.com | 888-695-5010
About Suite Engine
Suite Engine develops industry-specific applications for Microsoft Dynamics 365 Business Central. Since 2016, we’ve built specialized solutions for equipment dealers and distributors (RPM), residential production builders (HomeBuilder), and multi-channel retailers (CSM and CPM). Our applications handle the workflows, reporting, and integrations that define how these industries operate—rental contracts and fleet management for equipment dealers, lot costing and construction scheduling for builders, multi-channel order management and payment processing for retailers.
Headquartered in Raleigh, North Carolina, Suite Engine serves customers across North America, Central America, Europe, and Asia through a network of Microsoft Dynamics 365 Business Central partners. All Suite Engine applications are published on Microsoft AppSource.
For more information, visit suiteengine.com.