ERP Consultant Blog

QuickBooks CRM: 9 Ways To Eliminate Redundant Data Entry

Written by Adrian Montgomery | Wed, Aug 08, 2012

Save time by integrating your front office CRM systems with your back office QuickBooks accounting system.

  1. Integrating your QuickBooks accounting system to your customer relationship management system (CRM) keeps employees on the same page
  2. QuickBooks CRM eliminates redundant data entry between departments
  3. Minimize miscommunication between the back office and front office with QuickBooks CRM
  4. Flag customers on credit hold with QuickBooks CRM so your sales people don't sell to them by mistake.
  5. Allow sales quotations to carry over to your QuickBooks system without having to re-key them into QuickBooks
  6. Allow accounting users to view customer related notes made by sales people with QuickBooks CRM
  7. Enable your sales people to collect on open invoices with QuickBooks CRM.
  8. Give sales departments visibility to customer item sales history, to empower customer relationships.
  9. Track the 360 degree view of the customer life cycle with QuickBooks CRM

Please join us for a complimentary one hour webcast to learn how QuickBooks CRM by Method can solve these problems and more.  In addition, Method takes your QuickBooks Data and puts it in the cloud with the same work flow they would have in QuickBooks.  An add-on is installed on your local machine and once changes are made in Method, they are visible in QuickBooks.


Title:   QuickBooks CRM: 9 Ways to Save Time and Money
Date:   Friday, August 10, 2012
Time:   1:00 PM - 2:00 PM EDT

Register now by visiting:  QuickBooks CRM
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