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Imagine, all your sales activities, leads
and to dos stored in one place! No
longer go on "hunting expeditions" for customer information.
Imagine all that should
Integrate with QuickBooks, such as client Word,
Excel, Pdfs, e-mail documents all stored in a directory where each
client has a separate folder. Includes a calendar for
appointments and reminders. Customizable fields to store the
information that you need to track.
Unfortunately, QuickBooks still is in the
infancy stages of CRM! However, QuickBooks now integrates with
the CRM that fortune 100 companies use!
First, a few comments about CRM and what
QuickBooks now offers: With the release of the 2012 QuickBooks
edition, we begin to see the a step in the right direction,
with the introduction of a new NAME list labeled LEADS. And
the To Do feature has been improved, but still, the lead
center and To Do's is shared among all QuickBooks users,
therefore rendering the feature useless for effective ease of
use and providing the right level of reminders.
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Pros:
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There is now a place to enter a lead in
QuickBooks
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To Dos can be set up by type (Call, Fax,
E-Mail, Meeting, Appointment) with the status of
Active, Done or Inactive
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You can add multiple contacts for one lead
(however, this will not convert to the customer center when
the lead finally makes a purchase)
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Sort or Filter leads by Hot, Warm, Cold
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Cons:
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Does not have the ability to sort leads by
follow up date
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Does not have the ability to sort leads by
product or service
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Cannot see a list of to do's in the lead
center window
Another improvement that may help manage
leads is the fact that you can attach documents to your
lists/transactions for free in version 2012 (if you store the
documents on your server) At the writing of this article 2012
has not yet been released, so we are unsure if attaching
documents will be available for the lead center.
However, these improvements will still not
permit us to manage our sales all in one place,
Now for the really good news!
Beginning with the release of 2012
Sales Force - the leading CRM in America, now integrates with
QuickBooks for a reasonable fee!
Offered are 2 editions Group $28/user/month and Professional
$70/per user /month
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Features |
Group |
Professional |
| Number of users |
UP to 5 |
Unlimited |
| Manage accounts & contacts |
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| Lead scoring, routing &
assignment |
√ |
√ |
| Opportunity, task & activity
tracking |
√ |
√ |
| Reports |
√ |
√ |
| Dashboards |
√ |
√ |
| Email integration (Outlook,
Gmail, Lotus Notes) |
√ |
√ |
| Email templates & tracking |
√ |
√ |
| Mobile access |
√ |
√ |
| Product tracking |
|
√ |
| Marketing campaigns |
|
√ |
| Contract management |
|
√ |
| Customizable dashboards |
|
√ |
| Role permissions |
|
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| QuickBooks customers sync to
Salesforce accounts |
√ |
√ |
| Configurable sync options |
√ |
√ |
View QuickBooks customer
details in Salesforce –
open balance, sales history,
credit limit2, estimates, sales orders,
invoices |
√ |
√ |
Create transactions in
QuickBooks from Salesforce –
estimates, sales orders,
invoices, sales receipts |
|
√ |
| QuickBooks items sync to
Salesforce Products |
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To learn more: Click here for more
information about Sales Force and the integration with
QuickBooks
To sign up - open QuickBooks and click on
the APP button on your icon Bar
What does CRM do for you?
- Be more organized
View contact information, customer history, recent QuickBooks
transactions, linked documents, projects, appointments and
to-do’s all on a single screen so it’s in one place and easy to
find.
- View of ALL your customer information
Gain one-click access to both non-financial and financial data
for any customer.
- Automatically transfers
changes to contact information among your most utilized
applications
- Attach files to your customer records
(Attach relevant document files such as letters, faxes, e-mails,
and spreadsheets to your customer records so everything you need
is in one place.
- View and track recent communications history
Save and review all of your customer interactions from the single
screen – including notes, e-mails, letters, appointments, and
more.
- Customize data fields
Create custom fields to record and track information just the way
you want it.
- Organize and sort your customer data to suit your needs
- Organize your contacts by groups and categories, and filter and
sort your contact list, to-do list, project list, or
communications history.
- Communicate with customers with one click
Launch an Outlook e-mail or letter to a customer. The name
and e-mail address are pre-filled so you don’t have to enter data
twice. Or set-up automated e-mail communications for thank-you
notes, "keep-in-touch" messages, electronic birthday cards, and
more. You specify the type and the schedule and the appropriate
e-mail message will be on your screen the appropriate day. Send
with just one click. The launch e-mail feature requires a MAPI compliant e-mail
client.
- Schedule appointments and link them to customers
- Store multiple forms of contact information
Store different addresses, phone numbers, and e-mail
addresses per contact.
Call 800-216-0763 to speak
with a Certified QuickBooks advisor about your training needs. We
provide support and training on all QuickBooks editions.
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