CRM Integrations
Save time for both your department and your sales team by directly integrating your preferred CRM with Bectran, keeping everything your sales members need right at their fingertips.
Save time for both your department and your sales team by directly integrating your preferred CRM with Bectran, keeping everything your sales members need right at their fingertips.
Save time across departments by directly integrating your preferred CRM with Bectran, keeping everything you need right at your fingertips. Seamless integrations with CRM systems allow workflows to communicate efficiently without the need to move from one system to another.
Maintain contact information effortlessly by integrating your CRM directly with your credit, collections and accounts receivable platform.
With Bectran’s CRM integrations keeping your teams on the same page has never been easier.
Manage credit applications and complex account hierarchies by keeping account information up to date without having to leave the Bectran platform. Leave notes, documents and interdepartmental communication in your CRM database to ensure a seamless inter-team dialogue about active accounts.
Reduce implementation training and friction by ensuring your sales and credit departments can send credit applications and view real-time status updates in one single system. Pre-populate information for the customer by allowing the Bectran integration to pull it from the CRM, creating a more optimized and enjoyable customer experience.
With Bectran’s CRM integrations, you can program collections communications to remind your customers about outstanding invoices via customizable phone calls, SMS or email, ensuring a smoother credit-to-cash cycle by connecting with customers earlier in the collections process.
With the traditional forms of credit, account and data management, it’s not uncommon to find departments with siloed communication structures using primarily paper-based methods.
Not only are these methods not sustainable, they make it too easy for information to slip through the cracks, for databases to not remain updated and for departments to work disparately.
With Bectran’s direct integration with leading CRM databases such as Salesforce, all of your departments will be able to maintain clear, consistent communication about account data by having contact and company information available directly within the Bectran platform.
You will no longer have to log into disparate systems to find the latest information — you’ll have a single source of truth within Bectran. Which means your teams can work together more easily to build and scale your company further.
Traditionally departments throughout a company tend to operate in a silo, prioritizing their tasks and goals over those of others, but in SMEs and rapidly growing enterprise businesses this approach simply isn’t practical or sustainable.
You want your teams to all be working toward the same goal, not pushing and pulling against each other. And the easiest way to accomplish that is to provide them with the technology and processes to ensure they work together and communicate clearly.
Bectran’s CRM integrations provide this communication by incorporating your current workflows with your sales teams’ processes effortlessly. Everyone will enjoy less friction and remain on the same page when they can enjoy seeing real-time status updates, finding contact information in one place and sending applications from a single system.
When your teams don’t have to spend time learning new software and implementing new workflows, they can concentrate on the work that really matters: customer success and company growth.
When all your departments are able to find the contact information they need, update credit applications in a single place and add notes and documents to company records without leaving the Bectran platform, they’ll be able to work together more seamlessly than ever before to keep your cash flowing seamlessly and your company growing rapidly.
With Bectran’s integrations with the CRM of your choice, your sales team won’t have to learn a new system and your credit teams won’t have to implement additional workflows. All your departments can work easily together in one single platform, learning one set of workflows and maintaining clear, consistent communication on your accounts.
Save time, maintain accurate documentation and keep interdepartmental communication flowing easily with Bectran’s CRM integration.
Integrate Your CRM with Bectran Today
Speed up your order fulfillment and e-commerce processes by keeping your preferred e-commerce platform linked directly with Bectran.
Save time for both your department and your sales team by directly integrating your preferred CRM with Bectran, keeping everything your sales members need right at their fingertips.
Seamlessly secure your credit lines and speed up retrieval of your UCC filing data with Bectran’s direct UCC integrations.
Protect your company from bad actors by ensuring that the companies requesting credit lines are legitimate and credible.
Process and apply payments with your preferred payment gateway effortlessly without leaving the Bectran platform.
