Save 40% on PRO with code JANUARY »
Become a Member
Guides and Reports
Show All »
Metrics & ROI
Search Engine Marketing
More Marketing Topics »
See All »
Schedule of Events
Virtual Conference Series
Products and Services
Post a Question
Quick Start Guide
Find and Post Jobs
Real-World Education for Modern Marketers
Join Over 597,000 Marketing Professionals
Ask your question ... sign up today! It's FREE!
Just for Fun
MProfs PRO Seminar Q&A
Search more Know-How Exchange Q&A from Marketing Experts
This question has been answered, and points have been awarded.
Best Crm Solution That Integrates With Quick Books & More
12/3/2012 at 11:40 PM ET
What is the Best crm solution that integrates with quick books, has great marketing capabilities and works well for sales people?
12/4/2012 at 2:51 AM
Just having good software is no guarantee of good marketing, just as a nice bookshop is no guarantee of selling books.
To my mind, it is more the other way around. It is good marketing that makes the business, good marketing that uses the systems available.
One person finds one CRM system easier to use than others. Salespeople are as diverse as the population after all. As to those that dovetail neatly into QuickBooks, that I am afraid is outside my competence.
12/5/2012 at 1:51 AM
try googling "Salesforce CRM with QuickBooks integration"
12/5/2012 at 9:06 AM
there is unfortunately not an easy answer to this question. Implementing a CRM system is tricky business. I think the integration with your accounting system might very well be the least of your problems. For example, what about acceptance by your sales staff? If they don't use the system properly, and if half of your sales force quits, because they do not like to be micromanaged, you will have bigger problems than integrating with accounting. And what about integration with social media? I'm going to go out on the way in the air and make a wild guess, and I'm going to estimate that the project is 10 times as difficult as you expect, and 10 times as expensive as you expect, and will take 10 times longer than you expect. There are a number of people (some on this forum) who have years of experience implementing these sorts of systems, and providing training to the salesforce, and helping you tie this into your marketing strategy. I would suggest that you get some quotes from people who have done this before. Good luck.
12/5/2012 at 2:43 PM
Telemoxie is correct, of course. This task is not without some bumps.
Click on this link to learn more about a very popular solution to this problem. Information is power. The more good information you have, the smarter you will be to make good plans.
12/16/2012 at 8:49 AM
I am closing this question since there hasn't been any activity in 10 days.
Thanks for participating!
BACK TO TOP
Post a Comment
The Ultimate Social Network Cheat Sheet [Infographic]
by Verónica Maria Jarski
The No. 1 Social Media Mistake You're Making (and Four Ways to ...
by Mike Volpe
10 Do's and Don'ts of A/B-Testing Your Email Marketing Campaigns
by Lauren Tympel
Add These Five Word 'Magnets' to Your Marketing and Sales ...
by Bob Circosta
The Most Effective Marketing Strategies for Small Businesses
by Ayaz Nanji
See more marketing articles »
MarketingProfs uses single
sign-on with Facebook, Twitter, Google and others to make subscribing and signing in easier for you. That's it, and nothing more! Rest assured that
provide your social data to 3rd parties
contact friends on your network
post messages on your behalf
interact with your social accounts
Your data is secure with