CRM - Connecting Your Accounting Package to a World of Customers
There are many reasons why you may be searching for a CRM integration solution. The three most common reasons are examined below.
1. I have a lot of, or want to avoid having duplicate data in my CRM system and my accounting package.
By integrating your CRM system with the financial package you use, duplicate detection can be easily defined and implemented, and once done, duplicate data in your accounting records can be detected and eliminated, either by merging, deactivation, or deletion, allowing you to easily maintain data quality within your account records.
2. My customer data is spread across multiple disparate or obsolete systems, and I want a way to make the data more easily accessible.
Having a CRM system and integrating it with your accounting package allows you to centralize all of your customer data into an integrated system. This makes it easily accessible across the entire company, and allows each department to find the relevant account information from your accounting software quickly.
3. It's getting more and more difficult to track all the different customer service and account data for my company with my current system. Is there a better way?
Yes, there is. A stronger CRM system will allow you to track data and organize it with more ease and flexibility using tabs or tags, and data can be displayed both numerically and graphically. Finally, integrating your CRM system with your accounting package will help you keep your accounting and billing data as well as your CRM records synchronized and organized.
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