General Myths and Benefits of Leveraging QuickBooks CRM Software for SMB

Almost every time we implement a Customer Relationship Management system, our customers frequently ask: “Hey, is it possible to integrate our CRM platform with our Accounting system?” The answer is mostly “Yes”. But at what price?

Today’s cloud based CRM software, like ConvergeHub and others, enables integration with bookkeeping and accounting applications like QuickBooks.
There is no question about the truth in the fact that integrating your easy to use CRM application with an accounting platform by purchasing a CRM that offers QuickBooks CRM integration free is much convenient than it ever was.

However, QuickBooks CRM integration is not always a piece of cake. In fact, there are certain myths about integrating these systems to develop the best CRM software for QuickBooks, which you should know that include:

1. QuickBooks CRM integration is costly

This is not true, as long as it is already built. ConvergeHub QuickBooks integration (both for Desktop and Online versions) allows customers with paid subscriptions to see their records from QuickBooks and transfer data between the two systems. Even other good CRM systems already have their integrations already built with bookkeeping and accounting systems. Therefore, when this is the scenario, configuring these QuickBooks CRM integrations is reasonably simple and inexpensive. However, if the pre-built integration is unavailable then the integration options do become costly. 

2. Integration with an accounting system is easy

Like the example, we provided above, if something is pre-built, then yes integrating small business CRM software with an accounting system is easy. However, if you are using a bookkeeping and accounting software that is less popular in the market or it does not already have pre-built integration, then it is not easy at all. 

In such a case, you need a programmer or use an import/export tool to get the integration work seamlessly. Moreover, even once the integration is done, going forward, you need to be supported since the software; database and the environment will change. Therefore, purchasing the best CRM for QuickBooks online like ConvergeHub and others is a better option, than trying to integrate an unknown and rarely used accounting platform with your CRM for small and medium business.

3. You cannot integrate if you are not a programmer

This is also false. For example, if you want to integrate ConvergeHub with your non-QuickBooks online accounting system, there are even intelligent tools to help you do this. Like Zapier and PieSync, these ConvergeHub partners will help you to move data to/from ConvergeHub to other bookkeeping applications like FreshBooks, Xero, and QuickBooks. Apart from this Zapier and PieSync also aids you to create workflows to schedule reminders or send emails. 

This must be noted over here that good and easy to use CRM software like ConvergeHub, which is also known to be the best CRM software for QuickBooks has data-integration tools that even non-programmers can work with. 

4. Having the API solves your integration challenges

It is good, but having an API will not clear all your roadblocks. Application Programming Interfaces or APIs are wonderful tools for programmers, but you must know that is not a source code. Rather it is just another tool. Therefore, you may face challenges with what you can integrate once your requirements are complex. Therefore, always make sure that you do it with due diligence. Apart from it, if you are going to need an API that implies you will require a programmer to work with it. You need a developer familiar with API, having good communication skills, and needless to say, affordable to work on your project.  

Judging from our experience of working with developers, this is also not an easy task to do. However, a first-rated programmer and an excellent API can really perform wonders.

Now here are a few benefits of using QuickBooks CRM software like ConvergeHub, which offers QuickBooks CRM integration free and is considered the best CRM software for QuickBooks:

1. Better Lead Management

Most businesses send a lot of estimates and other information to a significant number of leads and prospects, who do not purchase right away. Therefore, they need multiple follow-ups through emails, phone calls, demos, office visits, and others, until they are ready for the purchase. 

This type of lead management involving multiple touch-points is ideally performed through a QuickBooks CRM, which can help in creating better customer relationships apart from handling bookkeeping works in the organization. 

2. Cleaner QuickBooks

If you try to manage, every lead or prospect whom you have sent estimates in QuickBooks, it creates a lot of clutter and junk data in the accounting software. Therefore, handling your leads with a QuickBooks CRM helps to keep your leads in the lead management CRM tool and thereby keeps your accounting system clean, which makes your bookkeeping more accurate.

3. No Double Data Entry

Finally, as a prospect moves along its journey from being a lead to a paying customer, a multitude of information gets overlaps between sales, order fulfillment, accounting, and customer service teams. If all these different teams use diverse systems to manage their work, they have to enter the same data in different systems multiple times, which results in double data entry. 

As double data entry is a waste of time and effort, which even causes the system to have incorrect data for human errors. Hence using a business growth technology like ConvergeHub, which offers QuickBooks CRM integration free is essential so that your data does not get uncoordinated and your different teams do not end up working on different sets of data.  

Apart from this QuickBooks CRM for sales teams helps in automating sales process, which increases your sales efficiency, empower customer support and marketing automation once you buy CRM with high-level data security, so that you do not have to give access to employees who are not familiar with accounting software, but can still view invoices, estimates and purchase history of the customers.

The 101 Easy Lead Prospecting Guidelines for Beginners

Building your business can often be the toughest encounter you might face while running your own firm. Since, while doing business not only you need to handle your present customer base, but on top of that, you also need time to contact new customers and get them on board.

Now if you know what is CRM and it has been a while since you started a lead prospecting campaign but did not get the results that you would have otherwise expected, then it is high time that you must think of reassessing the way you go about finding prospects. Buy CRM that offers all the tools that you need to manage all your prospective efforts.

Hence in this article find out how some of the best companies acquire new leads using easy to use CRM platforms, which is mostly in the modern times an intuitive cloud-based business growth technology and tool, and also a lead management platform that can use automation to build your company’s sales cadence and thereby help to manage prospecting effortlessly.

Here is the list:

1. Find your ideal client by using 360-degree prospecting

When you start looking for customers, the primary thing that we all do is to create a more rigorous system to locate our ideal client.

Ideal customers are those who are interested in your products and services that you offer, are easy to work with and can be repeat customers. Apart from this, ideal customers in your CRM database can even be people who have a strong desire to provide you with referrals for your business.

The question here is where can you find these ‘ideal’ customers?

For this, the best thing that you can perform is to research every one of your currents customers thoroughly and design your ideal customer who has all the combination of each trait that all of your best customers share.

To create a 360-degree view, easy to use CRM pulls information from your own notes, web activities, and social media of each of your contacts in the CRM database.
This allows you to prospect more effectively and utilize your time more prudently, targeting just the audience that you know, will turn into real prospective leads.

2. Take Notes and Export Your Prospecting Knowledge to the Cloud

A big part of how you should use your easy to use CRM lies in taking notes on the leads that you generate for your business.

As a business person since you are dealing with a plethora of customers on a daily basis, you need to take notes seamlessly, which will allow you to efficiently track each prospect more closely, and provide you the knowledge that you require to make each contact with them meaningful and useful for your business.

Be it Salesforce or any other Salesforce Alternative CRM platforms that are mostly used by small businesses and startups, and are mostly popular lead management software solutions, effortlessly organizes these notes and other collateral documentations, so that you can find them at your fingertips, when you need to speak to your prospects, vendors, clients or anyone else who you can relate to your business.

3. Follow Up On Time, Every Time

Missing meeting or contacts are a threat for lead prospecting professionals. It depletes your money and time. Moreover, if you are not fixing your follow-up problems using sales cadence strategies, all your prospecting will dry up in the long run. Easy to use CRM solutions make this following up with your customers and prospects easier. Integrating the CRM system with your calendar software, to keep you informed of the meeting that you have, helps in tracking your point of contact with prospects more closely so that you can secure more deals.

Once you buy CRM, you can also set up an automation that sends notifications and flags contacts as per your businesses’ sales cadence for necessary actions.

4. Spend You Hours On The Right Prospects

Lead prospecting does not mean that you need to reach out to every would-be customer that could possibly want to create a relationship with your company. Not all deals are equal. So while some deals may fetch higher revenue, there are others which will easily close and some will develop as great leads in a couple of years, but are not so right now.

One easy way to work with this issue is by allowing the CRM to score each lead that you have generated, segment your lead pool, which will track only those leads you should be spending your time on.

Doing this exercise, will not only shorten your sales cycle, but it will also help in working with the right leads, and not just the ones that are right in front of you.

5. Track Your Prospect Using Numbers, Not Hunches

Peter Druker the famous educator, management consultant, and author once said, “What gets measured gets managed”. However, not many organizations adhere to these famous words. There are many salespersons who approach their lead prospecting from the goal of doing more each time they meet, but unfortunately, they do not have the numbers to track the metrics of these visits.

This is where again CRM comes into play as this business growth technology provides you with meaningful reporting and analytics that allow its users to create more structure around your goal settings, which if you are running a business with a sales team helps you to manage underperformance and reward the performers in your organization.

Endnote

To conclude, prospecting is not what is difficult in running a business, but for many of us, it can be hard if we are not using the right lead management tools.

Hence to conclude we would advise you to buy CRM that can help you to track your lead generation activities easily and with functions like lead segmentation and advanced reporting tools, CRM technology can make it easier for you to have all the necessary information in front of you when you want to reach out for the leads that you have not connected for a while.