QuickBooks is by far the market leading entry level ERP software available on the market today. It is an excellent ERP software solution for smaller companies or companies with basic requirements. It is our opinion QuickBooks is the easiest-to-use accounting software available. QuickBooks does not require formal accounting training to master. This is probably the reason QuickBooks dominates the market share in the entry level ERP software/accounting software category.
If your company grows QuickBooks may not address more and more of your needs moving forward. Your requirements may dictate the need to change ERP software. This is an exciting time because you are reaching growth goals. It can also be a stressful time because of the change required to accommodate your growth. Take a look at another blog written about this subject to see if you recognize any of these signs you may be outgrowing QuickBooks: How Do You Know You Have Outgrown Your QuickBooks
Have you hired more customer service personnel? Have you hired more sales people? Have you looked into purchasing a CRM software? If you are looking into purchasing CRM software chances are you are growing. If you are growing you might need to replace QuickBooks too. Select a CRM software that not only integrates with QuickBooks but also to more advanced mid-market level ERP software. The last thing you want to select as a QuickBooks CRM solution is a CRM that is not scalable and does not integrate well with other mid-market ERP software packages. If you opt to select a QuickBooks CRM that works well with QuickBooks but is not scalable or integrated to other major ERP systems when the time comes to replace QuickBooks you may have to replace your CRM too. This will be an added expense and make it more stressful on your internal team and processes. Ease the burden to accommodate your growth by selecting the right CRM system. There are two main solutions we recommend looking at when it comes to QuickBooks CRM. To compare the two please visit our SugarCRM vs. Salesforce blog.
SugarCRM is the fastest growing CRM company in the world. It is economical and easy to use just like QuickBooks. SugarCRM can grow with your company and integrations exist with most of the mid-market accounting systems available today.
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 join us for our 1 hour QuickBooks CRM Webcast Thursday, May 23, 2013 at 10 AM PT to learn how QuickBooks users are saving time and money with SugarCRM.
During this webcast you will learn 4 ways to save time and money with the QuickBooks SugarCRM integration
1. Get Orders Entered More Timely into QuickBooks
Enter sales orders in SugarCRM and sync them into QuickBooks in real-time, orders can be entered on laptops, ipads, and other mobile devices by salespeople on the road. No longer do you have to wait for remote access to QuickBooks or emailing orders into the office. Orders can be entered right away through SugarCRM, and they will then automaticaily appear in QuickBooks.
2. Eliminate Redundant Data Entry
Entering sales orders into Sugar and having them automatically transfer into QB eliminates duplication of data entry and increases the accuracy of orders in QB. Inventory changes and Customer name and address changes in one system can be instantly updated in the other as well.
3. Eliminate Need for Expanding Quickbooks User Licenses by Seeing ERP Data in SugarCRM
Sales reps can now see on hand inventory quantities, open sales orders, invoice history, customer credit information, and everything they used to have to either lookup directly in QB or call someone to lookup for them. Companies can now potentially downgrade QB user licenses, because these “inquiry users” no longer will need access to QuickBooks.
4. Ability to View QuickBooks ERP Data in the Cloud and on mobile devices through SugarCRM
SugarCRM allows sales reps to view QuickBooks ERP data on the road, on their ipads, and on other mobile devices without being connected to the office. While Intuit is still getting their act together with their QuickBooks Online product, Sugar is one of the only ways to be able to see QuickBooks inventory, invoice history, and sales history data in the cloud.
