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Finance & Accounting Runs on SyncApps
  • September 01, 2020|
  • 9 minute read

The finance and accounting department is the backbone of every business, no matter how big or small. And no matter if it’s an in-house department or a financial services company working for their clients as an outsourced department.

This is the department that is solely responsible for not just ensuring efficient financial management but, most notably, the financial controls necessary to support all business activities.

People running this all-important department need to understand every aspect of the business so that they can, in turn, develop a solid financial strategy that will support all other facets of the business and ultimately ensure that the business goals are achieved.

Core Functions

This department plays a pivotal function in an organization. It is responsible for safely keeping records of accounts payable and receivable, inventory, payroll, fixed assets, and all other financial elements. A finance clerk or a bookkeeper deals with the everyday transactions in a business.

Some of its key roles include ensuring the business or organization obeys the law, making sure that its operations comply with the law, failure to which could lead to all sorts of unnecessary run-ins with the authorities.

Dealing with the pandemic

During the pandemic, everything has taken a hard hit, and among the industries adversely affected was the finance and accounting industry.

Now, the finance and accounting departments globally are currently facing many challenges as they look for cost-effective ways to keep businesses afloat in these dire situations.

The question remains: how can this industry survive this global crisis? What methods or techniques can they possibly use to ensure that their operations do not come to grinding halt? How can they ensure a smooth flow of finance that will, in turn, guarantee that the business remains on its growth trajectory?

Luckily, most of these challenges can be adequately addressed by already existing solutions.

One effective way that companies are now using to enhance their finance and accounting operations is through integration. And that is where SyncApps by Cazoomi comes into play.

Top Reasons Why Finance and Accounting Choose SyncApps by Cazoomi as Their Preferred iPaaS Partner

1. Affordable solutions

The first and most obvious reason is affordability. SyncApps has a pricing plan that is designed for all kinds of business entities, including nonprofits. There are different pricing plans for other integration solutions, and you get to choose the one that best suits you and your company’s needs.

SyncApps integrations are not just for big companies but also for small enterprises that are just getting started. Our 100 percent free plans are designed with flexibility and adaptability in mind.

And guess what? You don’t even have to commit yourself to hefty monthly fees. Just sign up for a free plan, and explore the integration, sample its features after which you can upgrade to a paid plan.

2. Flexible pricing

Aside from the fact that the pricing plans vary according to your needs, they are also super flexible. That’s right! SyncApps allows you to change your integration rate as the times change. You can either increase or decrease your plan.
It adapts to you and to your company’s needs.

You can get a free trial here.

3. Integrations and more integrations

SyncApps by Cazoomi offers you more than 150 integrations! The finance and accounting industry can now integrate different departments easily and have them operate seamlessly.

There are a myriad of integration options including but not limited to Netsuite, Dynamics 365, Mailchimp, Salesforce, and others. All our integration can be found here.

Wait, there’s more!

SyncApps by Cazoomi gives you the option of customizing integrations. These integrations are made specifically for each industry, so the accounting department can easily integrate its already existing accounting software with the help of SyncApps by Cazoomi. There are industry-specific integrations that the department can change accordingly.

4. Round the clock support

Are you tired of after-sale service teams that won’t even pick up your calls nor answer your questions? SyncApps has a dedicated support team that is always standby to attend to your integration needs. With SyncApps, you get dedicated consultation and the company’s full support, no matter your pricing plan.

These are just some of the reasons why many organizations are now choosing SyncApps by Cazoomy as their go-to integration solution, especially during the current global health crisis.

Start enjoying these benefits today by signing up for free, without any obligations.

Top Integrations for Finance and Accounting

You already know by now that SyncApps by Cazoomi offers you more than 150 integrations. Here are a few that our finance and accounting users have leveraged with great success.

1. Dynamics 365 for Constant Contact

Dynamics 365 for Constant Contact

For easy data integration, Dynamics 365 and Constant Contact can be a goldmine that helps all your departments and especially finance and accounting stay on top of all the business operations.

These are some of the features you can expect when you bring this dynamic duo together:

  • Sync accounts, contacts, and leads to Constant Contact lists.
  • Filter and sync the records that meet specific criteria from your CRM
  • Sync marketing lists to Constant Contacts list
  • Sync campaign and campaign responses from Constant Contacts to Dynamics 365
  • Sync changes in CRM to Constant Contact

Dry theory aside, let’s see this integration in action.

Dynamics 365 for Constant Contact Success Story

OTR Leasing is a trucking company with a vital mission: supporting one of the USA’s most important industries: transportation. As a leasing company, OTR leasing knows that leads are worth A LOT. So they can’t afford to let them slip to the cracks.

So they use the SyncApps by Cazoomi integration, specifically the Dynamics 365 Marketing Lists to Constant Contact. This allows them to drive highly efficient drip campaigns. For instance, as soon as their salespeople see in the CRM that the prospect has checked out their leasing options for 18-wheeler trucks, they know it’s time to act.

And they can do so instantly, while the prospect’s interest is still at peak levels. A simple and affordable integration can turn a leasing company into a marketing leader. Simply because their marketing timing is spot on!

Did we catch your eye? Check out how this integration works:

2. Salesforce for Constant Contact

Salesforce for Constant Contact

Salesforce for Constant Contact is one of the top integrations the finance industry uses. Salesforce and Constant Contact both excel in their respective fields, and bringing them together just makes a lot of sense.

Some of the features you can get from this integration are:

  • Syncing accounts, contacts, and leads to the Constant Contact list
  • Easily select which Salesforce Object Type you want to create when there is a new subscriber in Constant Contact
  • Quickly selecting specific Salesforce Campaign Record Types to sync to the Constant Contacts list
  • Salesforce Custom Checkbox to Constant Contact list segmentation
  • Syncing and removing deleted records from CRM to Constant Contact

Feature lists are great, aren’t they? But you know what’s even better? Real-life use cases you can draw inspiration from.

Salesforce for Constant Contact Success Story

The Silver Grove Financial Group has successfully used the Salesforce to Constant Contact integration.

They use Salesforce to drive leads to the Constant Contacts Lists for marketing automation and follow up. Thus, each financial advisor can then send their own unique emails to prospective customers easily.

Why does this matter?

Because personalization is what every customer wants! Especially when it comes to sensitive information like…financial records!

You want to know that your accountant took the time to review every record and every receipt. Attention to detail is crucial in this field. So when an accounting company can prove their dedication to you even before you’re a paying customer, they’ve won half the battle!

But here’s what’s really interesting about this story: our subscriber only uses SyncApps by Cazoomi for a few of their leads.

Why, you ask?

As an LPL shop, each and every one of their leads are super high-value! So they need to give them the extra attention they require. The SyncApps by Cazoomi integration allows you to do just that!

Any financial company knows the importance of being able to add the LPL logo to your marketing collaterals. Silver Grove chose the SyncApps by Cazoomi integration so they can easily use their own unique, local branding using Constant Contact with LPL approved marketing collateral — a service offered through our long-standing partnership with Constant Contact.

Reporting and Add-On features

Another crucial aspect of SyncApps integrations is the ability to generate timely reports. These reports give you a clear picture of how your company is doing. They can also help you identify issues that might be affecting your department and operations.

Having first hand information about what is going on in your integrations can be a gamechanger of your organization, and SyncApps by Cazoomi delivers just that.

Creating reports on SyncApps by Cazoomi integrations is super easy too.

On your reports tab, check recent, historical data synced between the software your team uses daily. You can also share the reports between your in-house or remote teams.

SyncApps by Cazoomi Add-Ons

These are incredibly helpful for meeting the integration requirements that your team might be having. They help you to derive significant value to your SyncApps plans. Add-Ons features target specific integration needs without the full commitment of a full SyncApps upgrade. The good thing is that you have access to these fantastic features, whether you are on a free plan or the premium package.

Watch a video for the instructions here;

Using this integration is not hard, and there are ready-made instructions for you to follow. There is also a video form of the instructions if you need one. You can find it here.

The above integrations are just a sneak peek of what SyncApps by Cazoomi can offer the finance and accounting industry.

But with the few that we have highlighted above, we believe that you are now in a much better position to get the ball rolling and get your business hooked up with one of these and start enjoying the numerous benefits everyone else is talking about.

Oh, one significant thing we forgot to mention is that SyncApps also allows you to create your own integration! That’s right.

If, for whatever reason, you don’t quite find the right integration in our list, you can as well customize your own custom-made integration through SyncApps.

Sign up now for free, no credit card details needed. You can also adjust your pricing plan as you see fit. Turn to SyncApps by Cazoomi and get all the integration options you could ever need.

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