QuickBooks CRM: Top 7 Reasons to Implement an Integrated QB CRM
Customer Relationship Management (CRM) systems for QuickBooks users save time, money and relationships There are many reasons to use a QuickBooks...
2 min read
What is the best QuickBooks CRM option for my business? There are several players in the QuickBooks marketplace a few of the majors are listed below:
- SugarCRM
- Salesforce
- Method CRM
- Legrand CRM
- Results CRM
- and many more
SugarCRM and Salesforce are overall market share leaders out of those listed. Why do so many companies prefer these two solutions?
All businesses at some stage or another tackle the task of implementing CRM and ERP software to manage their day to day operations. However, the planning of the integration between them is often overlooked. As a consequence, your CRM and ERP applications have the potential to become stand alone silos with no data effectively passing back and forth. This can lead your teams to be doing double work and performing tedious manual tasks. Critical data that should be available to one group of users is not available without laborious processes.
You know your business and its process, you know what you want to achieve, but how do you know the most efficient way to achieve it? How do you know which software and which integration will achieve your goals?
Join us at our free webinar as we discuss how integrating software such as SugarCRM and QuickBooks will make your company and its processes more efficient, and save your company time and money. We also review the pros and cons of integrating SugarCRM with Quickbooks versus integrating Salesforce with Quickbooks so you can make educated decisions about your CRM solution.
Topics to be discussed:
- Value & Total Cost of Ownership
- QuickBooks Integration
- Architecture - Open VS. Closed
- Limitations
- Deployment Options
- Data Control & Accessibility
- Why CRM Implementations Fail and What to Watch Out For
- Hidden Implementation Costs
- Third Party Integrations
The SugarCRM – Quickbooks Integration Application allows CRM and ERP to “talk with each other” by synchronizing customers, inventory items, non-inventory items, and service items, invoice and sales receipt history, and sales orders/estimates between QuickBooks and SugarCRM. The synchronization between the packages is set to run on a scheduler, typically every 10 minutes.
Please contact us to learn more about our integrated QuickBooks CRM system:
Written by Chloe Larnach, Faye Business Systems Group (SugarCRM Expert)
Executive Marketer, Website Content Manager, SEO, Blogger, Communications, Products - SugarCRM, Intacct, Sage
Specialties of Faye Business Systems Group
As certified SugarCRM, Sage, and Intacct partners and developers, Faye Business Systems Group is a technology consulting and software company that has helped growing companies over the last 20 years become more profitable by working with them to optimize their financial and business systems. FayeBSG does this by helping them assess, implement, and optimize the right software for the right task. Key software includes SugarCRM, Sage 100 ERP (Formerly MAS 90 and MAS 200), Intacct and the development of custom software solutions. In addition to the development of industry leading integrations between SugarCRM and ERP, marketing, and credit card software solutions, FayeBSG services also include project management, software implementations, consulting, software development, training, and support.
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