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QuickBooks CRM: 3 Common Implementation Problems and a Solution

QuickBooks CRM: 3 Common Implementation Problems and a Solution
QuickBooks CRM

QuickBooks CRM users have a wide variety of customer relationship management (CRM) systems to choose from.  QuickBooks users can choose to subscribe to a high-end QuickBooks CRM system such as Salesforce or a more simple contact management solution like ACT!  Today we will discuss three common implementation problems and present a solution.

3 common implementation problems are as follows:

  1. Purchasing a QuickBooks CRM that exceeds the functionality requirements needed for the sales teams.  
    • These QuickBooks CRM systems tend to cost more and the interface is too busy, thus it is more difficult for employees to get used to the new QuickBooks CRM system.
  2. Hidden Implementation Costs
    • Many times the costs for implementing a CRM system multiplies after the purchase.  This is do to improper planning or expectations on behalf of the customer.
  3. Third Party Integrations
    • Integrations are an important part of the CRM solution.  Be extremely diligent in understanding what portions of your CRM requirements are addressed out-of-the-box and what third party integrations will be required to complete your solution.
Solution = Solid Plan:
Before you consider any QuickBooks CRM system, it's critical that you perform a business process assessment to fully understand what your business requires from an CRM system. It is important to hire a QuickBooks CRM consultant and expert to help guide you through the process.  
To get started, each department needing access to the QuickBooks CRM system and QuickBooks CRM data within the business selects a Business Process Assessment Committee member to represent their department.  Each committee member asks each person within their department a series of questions to identify human and software related bottlenecks and inefficiencies.  It is helpful for each committee member to find out what each person in their department likes and dislikes about the existing process and current software used (if any) to perform the duties of their job.  
Once the CRM software selection is final the Business Process Assessment Committee overseas the new CRM software related implementation to ensure it meets the objectives of resolving the business process inefficiencies.  Some examples are; the CRM system would help the business outperform the competition because real-time executive dashboards and improved reporting offers a clear vision to run the business more strategically.  Employees can prioritize and plan according to information that is measured on a day-to-day basis.  Business processes will run more efficiently  Duplicate and error prone data entry is significantly decreased or eliminated because information now automatically flows where it needs to go.  

Please contact us to learn more about our integrated QuickBooks CRM system:

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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