Description
Magnetic provides an all-in-one workflow management platform for professional services firms. It integrates project management, business development, financial tracking, time management, and resource scheduling into a single system. Users benefit from real-time insights into sales metrics, profitability, resource availability, and time allocation.
Magnetic integration capabilities
Efficient management of business data is vital as outdated information can result in missed sales opportunities, procurement delays, and compliance risks. When customer data is inaccurate, your marketing campaigns may target the wrong audience, while sending irrelevant communications can strain customer relationships and diminish their trust in your brand. Outdated purchase orders and supplier information can disrupt your supply chain, while inaccurate tax invoices can lead to financial discrepancies. Zynk automates the export and import of this essential data, ensuring that your information is always up-to-date. With Zynk, you can streamline procurement, enhance financial reporting, and strengthen customer engagement, all while reducing the risks of errors and inefficiencies.
Key integration tasks
- Accurate customer data management by exporting and importing customers. Keep records up-to-date for better analysis, personalized marketing, and stronger relationships to avoid missing opportunities.
- Efficient procurement management by exporting and importing purchase orders and suppliers. Maintain accurate data to prevent delays, disruptions, and errors to ensure smooth operations and cost control.
- Reliable financial reporting by exporting and importing tax invoices. Keep records accurate and accessible to prevent discrepancies, ensure compliance, and support sound financial management.
Magnetic integration made easy: next steps
Discovery
We’ll work with you to understand your business goals and objectives, internal processes, and available resources, as well as what you aim to achieve with your integration.
Build and testing
We’ll design and build your integration to meet your exact requirements. Once that’s complete, it’s time for you to test the integration to make sure everything is working as expected.
Go-live and support
After your integration goes live, our dedicated in-house support team will provide ongoing assistance to quickly resolve any issues that may arise.
Need to integrate something else? Just get in touch to discuss your needs; we can build integrations for most systems.
