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This question has been answered, and points have been awarded.
Best Crm Solution That Integrates With Quick Books & More
Posted by Anonymous on
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.
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