Team leader
Customized integrations with Teamleader
The Project
Never change a winning team. As a partner of Team leader Unikoo has years of experience with this extremely powerful and user-friendly cloud CRM platform. We have already linked various tools, programs and applications to Teamleader and were thus able to help a lot of customers.
But the integrations are not always easy. For example, what if the customer uses an application that is customized for him? Yes, then the integration must also be customized. For example, in the specific case that we explain below.
The assignment was twofold: Teamleader and the customized application must synchronize automatically and invoices must be prepared automatically.
Synchronize all systems
The customer's application contains a lot of complex data, of which customers are only a small segment. The customer data initially comes into Teamleader, where standard contacts and companies are separated (or in this case: private and professional customers). All this data must also appear in the customer's application, preferably under one customer category. With each synchronization, our integration compares the data from Teamleader with the customers in the custom application database. Simple as that.
Create invoices
The customer also wanted to be able to invoice more efficiently. After all, in his customized application, he enters a lot of used products, proven services or other actions taken. Our integration automatically pours this complex data into draft invoices within Teamleader. In addition, the integration takes into account the different VAT rates for domestic and foreign customers. The customer only has to check the invoice and can then send it out with one click.
What's next?
For some articles and services, the customer would like to send out an automatic mailing that indicates that a new appointment or order is necessary. Based on existing invoices, we will evaluate which items are eligible and how long, on average, it takes the customer to use up their stock. We can then use this average to determine the timing of the automatic reminder. This way, every customer gets a unique customized service!