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5 Signs You Need a CRM for QuickBooks

Learn how Method:CRM can help your business grow. With its easy integration with QuickBooks, and multiple user platform, using Method: CRM is great for business.

From shortening your sales cycle to easy-to-use interface, a CRM will empower your team to perform their best in all aspects of your small business.

1. You need to shorten your sales cycle

Whether it’s sending out estimates or processing product orders, the speed and efficiency of your sales process slows to a crawl when there are too many people involved. Even worse is when tasks bottleneck because your founder or accounting department are the only ones with access to QuickBooks to create invoices and estimates.

With a QuickBooks CRM, your team has the freedom to create and send out estimates as well as check a current customer’s outstanding invoices.

The result? Your lead receive quotes faster, your sales cycle is shorter, you get paid faster, and your prospects are most likely to become repeat customers. Working within a CRM for QuickBooks empowers your operations with speed and efficiency.

2. You manage your business contacts in spreadsheets and email programs

For each of your customers and suppliers, QuickBooks provides you with one “Contact” and one “Alt Contact”, which doesn’t allow you to manage multiple relationships from one organization. But managing your business contacts in a spreadsheet or your email account makes conducting business needlessly complicated.

Luckily, this is where QuickBooks CRM can help. For example, in the QuickBooks CRM Method users have unlimited contacts per customer or supplier, allowing them to keep contacts secure, organized, updated, and accessible to everyone on the team from wherever there is an internet connection. This is just one way a QuickBooks CRM makes supplier and customer management that much easier.

3. Your team wastes time entering everything twice

Let’s face it, double data entry is a huge pain. Between sales, order fulfillment, and accounting, there’s a good deal of time that’s wasted entering the same data multiple times. If you’re suffering through this, you’re not alone as thousands of small businesses are afflicted with Dreaded Double Data Entry Syndrome each year.

Realistically, customer information should only be entered into a system once to save time, and avoid the chance of human error. With a QuickBooks-integrated CRM, customer, lead, and supplier information only needs to be input one time. This is possible with the right QuickBooks CRM integration.

Method’s native real-time, two-way QuickBooks sync for example, ensures that your customer, lead, and supplier information only needs to be inputted once as it updates almost instantly in the two solutions. The real benefit here is that once in your CMR, a contact’s information is accessible to your whole team and mirrored in QuickBooks.

4. You need to delegate tasks but don’t want to hand over the keys to QuickBooks

Empowering your team to perform accounting tasks, such as creating and sending an estimate, frees up your time as the business owner and results in a better customer experience. You many, however, be worried about giving too many people access to your QuickBooks accounting data.

But there’s no need to worry as a CRM for QuickBooks lets your team perform accounting-oriented tasks and have the task reflected in QuickBooks – all without them logging into the accounting software. Better yet, in solutions like Method: CRM, you get to set up “rules” that allow you to control which individuals are able to view, create, edit, and approve different items. Meaning that you still can have the final say.

5. QuickBooks is filled with “customers” who aren’t customers

Your accountant will be the first to say that you shouldn’t be filling up your QuickBooks file with potential business.

The reality of any service-based business is that you’re not going to win the business of every estimate you send out. So, if you manage your leads in QuickBooks, you’re sure to end up with “customers” in QuickBooks that have never brought in a single dollar of revenue!

By managing leads in a CRM for QuickBooks, you can check off the “Is Leads Status Only” field for a lead contact, which holds off syncing them over to QuickBooks until they’ve converted into a paying customer.

Still not convinced about using a CRM for QuickBooks? Check out a free demo of Method, the No. 1 rated CRM for QuickBooks users, to see first-hand how a QuickBooks CRM can help you grow your business faster.

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