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...
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Question: What is the best CRM for QuickBooks users? We use QuickBooks for our back office accounting software. We currently have our salespeople log in to QuickBooks to create estimates and invoices. I have been doing a lot of research in regard to CRM systems, which CRM system would you recommend for a growing QuickBooks customer? We are growing rapidly and our QuickBooks is starting to crash, we would like a QuickBooks integrated CRM but require a CRM that can grow with us when we upgrade QuickBooks to the new ERP software system.
Answer: We get this question all the time. There are several advantages to selecting a CRM system that integrates with your QuickBooks software. The number one advantage is the elimination of duplicate data entry, wasted time and the associated errors. Integrating your QuickBooks with a CRM system offers your employees one place to go to access any information that applies to your customer. We highly recommend SugarCRM.
SugarCRM is an open source CRM solution available in both the cloud and on in-house servers. SugarCRM is accessed via the internet so users can access their QuickBooks data via SugarCRM anywhere they choose without taking up a QuickBooks user license. QuickBooks users can see all critical data from the cloud, having the ability to sync customers, products, jobs, sales orders, invoices, detailed invoice history, ship to addresses, advanced inventory data, and more from and to SugarCRM.
The Value:
- Eliminates double entry of customers in both CRM and accounting
- Updates CRM with critical invoice history information that can be used for marketing campaigns and salesperson inquiries
- Provides access to product lists in CRM without having to manually key in items
- Eliminates double entry of sales orders in both CRM and accounting
Thousands of integrated applications are available as well via the SugarExchange. This is one of the reasons SugarCRM is the fastest growing CRM application in the world.
The SugarCRM QuickBooks Integration extends the functionality QuickBooks users have become accustomed to in the back office to the front office allowing for a single view of customer interactions.
Please visit our other QuickBooks CRM Comparison Blog: Method CRM vs. SugarCRM.
Please check out the SugarCRM QuickBooks integration below:
Please contact us to learn more about the SugarCRM QuickBooks intgration.
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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