If you want to save your valuable business time, you need to be aware of
the benefits of integrating a CRM with QuickBooks. When you have a CRM system
properly integrated with QuickBooks, meaning that the integration is
bi-directionally as well as at the transaction level, you can have everyone in
the company to have easy access to all the information they need about
customers and vendors without having to disclose any accounting data. You will
be able to automate streamlining of your workflow and also improve your
business relationships by providing the staff with all vendor and client
information. You can use any online
integration software to start enjoying benefits of QuickBooks online
integration.
A functional integration of CRM with QuickBooks will enable management
and sales teams to maintain updated information to quickly identify up-sell
opportunities and readily cater to the needs of customers and vendors. Here is
the entire list of benefits you can enjoy with QuickBooks
online integration.
•
Respond quickly to
Customer concerns: you can address client queries concerning with purchase
order history, order status, invoice balances or any payment information. With
CRM providing all the essential information at your fingertips, your employees
won’t have to waste time digging up the information thereby increasing business
productivity.
•
Allows work within
applications of your choice: You can easily combine information about contacts,
emails, order and payment history, employee calendars, the track of all orders
and sales and integrate everything into one single database.
•
Easily identify
up-sell opportunities: sales representatives can have ready access to the order
history for each account. This would allow quick identification of sales
opportunities and inclusive reporting, and tracking any other recommended
services and products.
•
Assurance of
accuracy by automation of “pipeline to invoice” workflow: With a single click,
it’s possible to convert any quotes into the sales order and these orders into
invoices. The integration eliminates human errors that might occur while
manually re-entering information and ensures that no details are missed.
•
Eliminate double
entry: irrespective of the information being entered via integrated CRM
application or QuickBooks, all the contact information, sales orders, and
invoices need to be entered only once and automatically get transferred from
one system to the other. It is also possible to harmonize changes in the
inventory, avoiding risks of data duplication.
•
Improve accuracy of
your information: integration ensures that all the changes are reflected
immediately in both the systems. Thus your information remains up-to-date, and
all the communications that contain invoices & purchase order are accurate.
With the latest information available at the top of the feed, all
communications, purchase orders and sales promotions are directed to the
correct addresses.
•
The entire team
works from “the same sheet of music”: Employees who deal with customer
interactions will be able to have same details of customer history and convey a
consistent message to the customers.
•
Timely order entry
into QuickBooks”: Without having to wait for remote access to QuickBooks or
sent emails the staff can readily enter sales orders in the CRM which can be
then integrated into QuickBooks.
•
Eliminate the need
for expanding QuickBooks user licenses: By correct integration, CRM users can
create transactions like creating orders and sending quotes without requiring
QuickBooks. Thus only managerial and accounting staff can have access to
QuickBooks.
Every organization should look for ways to automate their business to
enhance the business and keep up with the growing pace. Rightly integrated CRM
will ensure that the company has a competitive edge in catering to customer
satisfaction. With all the fascinating advantages of integrating CRM and
QuickBooks, this is the perfect time for implementing the integrated CRM
solution.
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