QuickBooks CRM: 5 Important Questions to Ask CRM Vendors
- Are there a large number of third-party add-on applications available through an application exchange?
- Is the software flexible enough to customize to the company's specific business processes?
- Is it easy to integrate data from QuickBooks and other sources?
- Is the CRM software scalable?
- Are there any known performance issues?
SugarCRM is the fastest growing CRM software company in the mid-market CRM space and has thousands of third party applications available through an application exchange called SugarExchange. The third party SugarCRM solution developers depend on SugarCRM to sell their own add-on products and market SugarCRM alongside their own solution. Unlike many other CRM solutions, SugarCRM provides enough flexibility and accessibility to easily customize SugarCRM to fit their needs, or they can choose from a wide variety of third-party applications. This open access to development tools benefits SugarCRM customers because they have many choices to make the software work they way their business works. SugarCRM is open and there is a proven QuickBooks SugarCRM integration available.
QuickBooks is the market-leading entry-level accounting package in the US because it is economical and easy to use. SugarCRM is the fastest growing CRM solution because it is economical, easy to use and has literally 1000s of add-on verticals available through the SugarExchange.
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 for the entry of sales orders in SugarCRM and syncs 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, reducing data entry duplication and increasing the accuracy of orders in QuickBooks. Inventory changes and changes to customer names and addresses 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 look up directly in QuickBooks or call someone to look up for them. Companies using the SugarCRM QuickBooks integration can potentially downgrade QuickBooks user licenses, because these “inquiry users” will no longer need access to QuickBooks.
