If your company is in the process of reviewing potential QuickBooks CRM software we recommend considering the following top 3 points:

1. Value & Total Cost of Ownership
• In order to maximize profits it is important to truly understand what tools each employee in your company require to optimize the performance of their job.  When considering QuickBooks CRM systems it is recommended to match employee user requirements against the functionality needed in a QuickBooks CRM system.  It is important to anticipate not only what your employees need immediately, but also what the employee and company as a whole may need in the future.  Please note any growth expected and budget for that growth when purchasing a QuickBooks CRM system.  Make sure when it comes to selection that the QuickBooks CRM has success integrating with other mid-market accounting packages in case your company outgrows QuickBooks.  It is important not to spend too much for a QuickBooks CRM system so be careful.  Some CRM systems come loaded with slick functionality at a price. Your company may not ever use this functionality so only buy what you need this will drastically reduce your TCO or total-cost-of-ownership.
2. QuickBooks Integration
• Please note to make sure the QuickBooks items (invoices, sales orders, estimates, inventory items etc.) can be integrated to the QuickBooks CRM package selected.
3. Architecture - Open VS. Closed
• Is the QuickBooks CRM system easily modified or upgraded?  Is it easy to add, delete or replace modules?  An open architecture allows QuickBooks CRM customers to easily add third party functionality.