· No ability to create a new customer/vendor records in your Back-End Financial application directly from your   current system. · No ability of your associates to create quotations and automatically convert to a sales order. · No Sale Order Entry directly from with or without financial system loaded. · No Inventory lookup and automatic allocation of items and kits. · No global view of your current and aging accounts receivable. · No ability to attach notes to specific customer or vendor transactions in current system. · No default value setup for expedited quotation and order entry. · No contact lookup by customer or vendor number generated by your financial system. · No drill-down from receivables to specific order line items. · No ability to eliminate reduplication of manual data entry from sales to accounting. · No Read or Write security features for enabling specific functionality supported by your current Financial System. Accounting and CRM automation can help you... · Extensive Read/Write Security for Enabling Specific Features Supported by Integrated Financial System. · Creation of New Customer/Vendor Records in Back-End Financial Application Directly from the CRM solution. · Creation of Quotations with Ability to Automatically Convert to Sales Order. · Complete Sale Order Entry Directly from the solution with or without the Financial System Loaded. · Inventory Lookup and Automatic Allocation of Items and Kits. · Global View of Current and Aging Accounts Receivable. · Attach Notes to Specific Customer or Vendor Transactions. · Default Value Setup for Expedited Quotation and Order Entry. · Contact Lookup by Customer or Vendor Number Generated by Financial System. · Drill-Down from Receivables to Specific Order Line Items.