QuickBooks SugarCRM Integration

Question:  Chloe, what would you recommend adding to QuickBooks to make it better in regard to client management?

Answer:  We recommend integrating a CRM system with your QuickBooks to further optimize your business and sales processes.  Integration is a really criticial component in getting the most out of any business management and and accounting system.

QuickBooks SugarCRM Demonstration Video:

First, lets talk about SugarCRM.  The core foundation behind the SugarCRM offering is flexible, intuitive and open.  This SugarCRM foundation allows for for a perfect marriage between a cloud based CRM (front office) and non-cloud based QuickBooks accounting system(back office).  Using SugarCRM you can view QuickBooks data in the cloud.  Your sales people and customer service personnel don't have to log-in to QuickBooks to view items such as sales orders, quotes, shipment tracking information, etc. They can access this information from anywhere via a web browser.

The QuickBooks SugarCRM integration synchronizes customers, invoice history, inventory items, quotes, and sales orders.  It's completely automated and runs on a scheduler. The SugarCRM QuickBooks integration allows entering of sales orders in SugarCRM and syncing the orders into QuickBooks in real-time, orders can be entered on laptops, ipads, and other mobile devices by salespeople on the road.  Orders can be entered right away through SugarCRM, and they will then automatically appear in QuickBooks. The QuickBooks SugarCRM integration eliminates the need to wait for remote access to QuickBooks or emailing orders into the office.  

This QuickBooks SugarCRM integration eliminates redundant data entry because the sales orders created in SugarCRM transfer into QuickBooks eliminating duplication of data entry and increasing the accuracy of orders in QuickBooks.    Inventory changes and customer name and address changes in one system can be instantly updated in the other.  

The QuickBooks SugarCRM integration eliminates the need for buying additional QuickBooks user licenses because the ERP data is in SugarCRM.  Sales reps can see on hand inventory quantities, open sales orders, invoice history, customer credit information, and everything they used to have to either lookup directly in QuickBooks or call someone to lookup for them.   Companies using the SugarCRM QuickBooks integration can potentially downgrade QuickBooks user licenses, because these “inquiry users” no longer will need access to QuickBooks. 

Please contact us to learn more about the QuickBooks SugarCRM intgration.