CRM for QuickBooks
Business Cents is focused on delivering cost effective Customer Relationship Management (CRM) solutions for small and midsize businesses that focus on increasing sales, profitability and productivity. We will help you define the key business objectives, critical success factors, business processes, and functional requirements for your CRM implementation. Business Cents represents multiple CRM solutions and we have the experience and knowledge to help you cut through the marketing hype to make well-informed decisions and plan for success. Whether your software selection will be hosted on your company’s servers or in the cloud, we can assist with:
- Product Selection
- Installation
- Data Migration
- QuickBooks Integration
- Customization
- Training
QuickBooks Integration
CRM projects succeed only when they integrate with key systems. Integrating your CRM and QuickBooks accounting solution will increase the effectiveness and accuracy of your business processes and activities resulting in an increase of productivity and reduction of cost.
Data Migration
Data Migration is one of the most crucial components for any CRM implementation. Over time, data tends to be fragmented across multiple systems. This information may be contained in a simple spreadsheet, accounting software and CRM solution and is difficult to accurately maintain across all your data stores. Business Cents understands the importance of your data. Whether you are migrating the information from a single system or if your information is fragmented across multiple systems, we will help consolidate, define, migrate and synchronize your data and provide you with access to this data to enhance your competitive edge.
Why invest in a CRM solution?
An organization typically implements a CRM solution for one of three reasons: to improve sales, marketing, or service. With CRM, your customer’s entire relationship is visible. CRM can help you make better decisions about your business.
For Marketing: With CRM, you will be able to manage campaigns and measure their success. You can distribute leads to your sales force and track the activity on those leads. You can even develop campaign templates so that you can re-use successful marketing campaigns. Because CRM is process focused, it can be tailored to meet the specific needs of your organization.
For Sales: With an automated system, your sales team will have online access to the information they need, from wherever they are. CRM provides fast, flexible data which when customized to your needs, can help you grow your network of contacts. What’s more, you will have flexible reporting tools that provide detailed information about how sales activities impact the bottom line.
For Service: Managing process, tracking customer activity, and distributing the information to those who need it are just some of the capabilities provided by CRM. When issues are handled well, you will have increased opportunities to deepen the relationship with your customer and sell additional services.
OASIS CRM offers a real-time integration with Quickbooks to give your business the extended functionality you need. Everything from advanced bill of materials, serialized inventory tracking and complete order management will allow you to provide your customers with the highest level of quality support.
• Real-Time Integration To QuickBooks Pro, Premier & Enterprise Solutions
• Marketing Lead Capture Web Portal
• Web Based Employee Access Client
• Customer Self-Service Portal
• Integrated E-Commerce Shopping Cart
• Microsoft Exchange Server 2003 Integration
• Customizable Source-Code Included
• Inventory Management
Results Software provides complete CRM solutions designed to help you strengthen your customer, prospect and vendor relationships, as well as manage and grow your business. Results centralizes all of your critical business information, documents and communications allowing you to deliver consistent service and business performance.
• Access information using one centralized database
• Effectively manage your customer, prospect, vendor and other contact information
• Improve marketing effectiveness and increase sales
• Automate company standards, processes and procedures
• Measure your results with powerful analysis & reporting tools
• Link email communications with your contact records
• Expedite billings & collections across all accounts.
• Improve service and build better customer relationships
• Integrate with QuickBooks® to synchronize customer, vendor, employee, invoice, payment and inventory data
• Integrate with Outlook to synchronize Emails, Contacts and appointments
• Complete timesheets from assigned activities