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.