Linking CRM and Accounting

 

Streamlining business processes to achieve greater efficiency and cost savings is important for many businesses. However, integrations between front-office and back-office systems are often overlooked or dismissed due to high up-front costs and security concerns. This whitepaper discusses why businesses should consider integrating CRM (front-office) and Accounting (back-office) software, and how they can do this in a cost efficient and secure way.

 
 

Integration

When we set out to develop our accounting links we did so to overcome the following issues:

  • Eliminate dual entry of data - update contact information once.
  • Improve office workflow experience - encouraging a natural flow to handling data entry and retrieval
  • Eliminate the need to move between different applications to do simple tasks.
  • Provide controlled access to information for your sales staff, enabling them to access important sales data without compromise to business accounting integrity.
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Overall by effectively integrating your marketing, sales, and customer service functions, a good CRM system makes it easier for everyone inside your company to work together and share critical information that all comes together to keep your customers satisfied and loyal.