Aura Business Integration with Comarch ERP Optima
The goal of IT system integration is to merge software in such a way that they can communicate with each other and utilize shared resources. This solution is particularly useful for businesses that simultaneously use multiple systems with different purposes but contain shared data or are used in the same processes.
The Aura Business software is a tool that integrates with three main areas within Comarch ERP Optima: the CRM system for customer relationship management, the B2B platform for online product sales, and the mobile application supporting order and service management. The synergy between these systems and the ERP Optima software allows for efficient sales process management without duplicating efforts or information.
Client Testimonial
“CRM implementation is a challenging process, and we were aware that it does not always end successfully. A deep understanding of customer needs and professional support from Questy at every stage of the implementation resulted in our success. Today, I can proudly say that we see an increase in the efficiency of our sales team, which was exactly our goal. I can wholeheartedly recommend Questy and their solution, Aura Business CRM.”
Optima ERP Integration with CRM
Aura CRM is a system that enables sales force management and customer knowledge sharing. Aura CRM also provides tools for managing quotations and sales opportunities. The key features of the CRM system include:
- Effective sales planning,
- Monitoring sales opportunities,
- Managing sales orders,
- Quotation management,
- Reporting,
- Group emailing.
Our CRM integration with Comarch ERP Optima is an automated process that does not require user involvement. Key data (e.g., sales documents, settlements, inventory levels) are automatically imported into the Aura CRM system in real-time. Other data exchanges with the ERP system occur at scheduled intervals.
Key integration elements between Aura CRM and Comarch ERP Optima:
- Import of contractor records and contact persons.
- Import of company product records (useful for quoting and sales order registration).
- Data exchange regarding invoices, settlements, and discounts – both in the quoting process and during order registration.
- Import of other sales-related documents, payment statuses, and customer reservations (useful for reporting and debt collection processes).
B2B Integration for Optima ERP
The B2B E-commerce module available in Aura E-Commerce is the perfect choice for those looking for an efficient way to increase sales. Our solution is a self-service sales platform that allows your customers to place wholesale orders anytime, 24/7. This saves your sales representatives' time, enabling them to focus on building better business relationships.
By integrating your online store with Comarch ERP Optima, all changes made in the ERP system will be instantly reflected in the Aura module, while all customer actions on the B2B platform will be available in your ERP software.
Key integration areas between Aura E-Commerce and Comarch ERP Optima include:
- Automatic updates of the full contractor records, including detailed criteria, cooperation status, and contact persons.
- Updates of company product and inventory records, including specific parameters and stock levels.
- Automatic import of individual pricing and discount data, allowing for up-to-date promotions in the B2B platform.
- Updates in other critical business areas, such as sales documents and payment statuses.
Optima Integration with the Service Management System
Aura Business Service Management is a dedicated solution for medium and large companies looking to accelerate order fulfillment and improve process management efficiency. Integrating ERP Optima with the service module enables your company to complete service orders faster and more effectively than ever before.
The Service Management solution also positively impacts operational costs related to your organization's activities. Thanks to the flexibility of our solutions, we can tailor them to the specific needs of each company.
The integration of ERP Optima with Aura Business Service Management includes:
- Data exchange concerning contractor records, including detailed cooperation history and contact persons.
- Data exchange related to product records, closely linked to the customer database.
- Comprehensive discount management – both general and associated with specific orders or services.
- Support for importing other sales documents, payment statuses, and settlements.
Integrating each of our comprehensive solutions – CRM, e-commerce system, and service management program – through automatic data synchronization significantly helps streamline operations and save valuable time.
Access to essential customer data from a single system allows orders and other key information to be recorded directly in the ERP database, eliminating errors caused by manual integration and shortening order processing time.
