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Three questions that reveal your savings potential

How many hours a week do you spend retyping customer data between your CRM and bookkeeping? Be honest. Most business owners underestimate it, until they start keeping track. Running a free CRM connector analysis starts with three simple questions. After this article you will know exactly what a connector saves you.

Question 1: How many hours a week on manual data entry?

Count everything. Copying contact details from HubSpot to Exact Online. Manually turning deals into invoices. Checking payment statuses and reporting back to sales.

0 to 1 hour a week. You probably already have a connector, or you process few deals. Well done. But do check whether your sales team is not keeping a shadow administration in Excel.

1 to 4 hours a week. This is where it gets interesting. At 50 euros an hour this costs you 200 to 800 euros a month. A connector starts at 39 euros a month. The math does itself.

4 to 10 hours a week. You lose 800 to 2,000 euros a month on work that a connector does in milliseconds. Plus the errors that come with it: wrong amounts, duplicate contacts, missed invoices.

More than 10 hours a week. This is urgent. You are effectively paying a part-time employee to retype data. That money is better invested in sales or product development.

Question 2: How many days from deal close to invoice sent?

The speed at which you invoice after closing a deal has a direct impact on your cash flow.

The same day. Good. But does that happen automatically, or is someone creating invoices by hand? With automatic processing the system sends the invoice as soon as the deal in your CRM is set to "won", without any intervention.

1 to 3 days. Every day of delay is a day later paid. With an average payment term of 30 days and 50 invoices a month, your cash flow shifts structurally. That adds up.

More than 3 days. Here you lose serious money. Not only through later payment, but also through invoices that get forgotten. An automated customer cycle solves this without any extra work.

Question 3: Does your sales team know which customers are not paying?

This is the question that causes the most friction between sales and finance.

Yes, in real time. You have an integration that reports payment statuses back to your CRM. Sales sees immediately which customers have outstanding balances and can take that into account with new deals.

Sometimes, through finance. Sales has to actively ask whether a customer is paying their invoices. That does not always happen. And when it does, the information is already a few days old. Read how payment status in your CRM prevents this.

No. Then your sales team cheerfully calls a customer who has three invoices outstanding. Awkward. And avoidable.

Do the math yourself

The formula is simple:

Hours per week x 50 euros x 4 weeks = your monthly savings potential

A few examples:

The connector pays for itself in the first month. Often in the first week.

And that is without counting the indirect savings: fewer errors, faster invoicing, better cash flow and a sales team that sells instead of doing administration.

What iWebDevelopment offers

We always start with a free 30-minute intake. No sales pitch, a real analysis of your current workflow.

What you get:

• An inventory of your current CRM-bookkeeping workflow
• A calculation of your savings potential based on your own figures
• Advice on which connector best fits your situation
• An implementation plan with a timeline

We support three CRM platforms:

• HubSpot connector, from 39 euros a month, ideal for growing SMEs
• Salesforce connector, for enterprise environments with complex workflows
• Pipedrive connector, for sales teams that want to move fast 

All connectors can be cancelled monthly. As a customer in a recent case study put it: the time saving for custom orders was enormous, from a quarter of an hour to half a minute!

Frequently asked questions

How long does implementation take?

Standard connectors are up and running within a day. Changes to an existing connector are usually sorted within a few days. For a completely new custom solution the lead time depends on the complexity. In a free intake we discuss exactly what is needed and how long it takes.

Do I need to install anything?

No. The connector runs entirely in the cloud. You do not have to download anything, install plugins or manage servers.

Can I switch CRM later?

Yes. The connectors are modular. Are you moving from Pipedrive to HubSpot? Then we set up the new connector without changing your bookkeeping side.

Is my data safe?

We do not store any customer data. The connector passes data straight through between your CRM and Exact Online. Our infrastructure is ISO 27001 certified and independently pen-tested. We are an official Exact Online partner.

The next step

You have answered the three questions. You have calculated the savings potential. Now the question is: what will you do with it?

Schedule a free intake and get concrete advice within 30 minutes. Or start right away and find out for yourself.

Do the math yourself. View the HubSpot connector →

Prefer a different CRM? Salesforce connector → | Pipedrive connector →