ERP and CRM
Leverage the built in import and export features to integrate with SAP and use quotes, work orders, contracts or billing rates to build your schedules in Visual Planning. Report back on actual work performed and align operational management with your ERP data. Depending on the type of information, data exchange is either performed in real time or at prescheduled times via automated services.
Easily retrieve customer listings, quotes and orders to complete from Sage in Visual Planning without any double entry. Export back hours and task completed to Sage for billing purpose. Data exchange can be performed in real time or at prescheduled times via automated services depending on your needs.
Microsoft Dynamics Nav
Get essential business information from Nav such as new purchase orders and customer details in Visual Planning to align your operations and delivery schedules with sales and better address customer needs. Data exchange can be performed in real time or at prescheduled times via automated services depending on your needs.