Wednesday, November 19, 2014

The Benefits of Using Method:CRM for QuickBooks

Saurabh Saha for  TechGYD.COM writes: Attention QuickBooks users! If you are looking to streamline your business operations for better growth and profit, then Method:CRM is here to end your search. To briefly go over the basics, ‘CRM’ stands for ‘Customer Relationship Management,’ and a CRM system is a way for companies to build better rapport with clients through organization and efficiency. Method is the top-rated CRM by QuickBooks users on intuit apps, and comes with an added bonus: a patented QuickBooks sync engine so your finances and customer data are in one easy location.

You might be thinking, that sounds fine and dandy, but how exactly will I benefit from Method:CRM? Let’s break it down.
Method-CRM
What does having all this data in one place mean? Ultimately, happier customers.
Say you’re in the marketing department of a small company that manufactures candy. You are following up with a potential client – a local movie theater that might want to stock your product at their concessions counter. Instead of having to contact sales separately to get a quote – which could take hours, days, weeks, who knows how long – you find out pricing for yourself by logging onto the system, which you then relay to the client before they get impatient. Impressed with your efficiency, the movie theater decides to finalize the deal and you come away with a new customer and new revenue.
Method will keep you happy by saving you plenty of time. You can customize Method to match your way of getting your work done, and automate processes like sending invoices, running cash collections, and sending email reminders when tasks are due.

Method also allows you to build a ‘my account’ portal where your customers can view their account activity, pay invoices, and place orders. This creates a win-win situation for both you and your customers: they don’t have to bother contacting you regarding simple business queries, and you have more time to focus on the questions that really need your attention.
Method-CRM Integration
But one of the most beneficial features of Method is its single-click QuickBooks integration. Whenever you update your customer base or receive a payment, Method will instantly update QuickBooks so all your information stays up to date. And with the added bonus of cloud computing, you can modify data whenever, wherever, on whatever: from a tablet, laptop, or desktop computer.
With its array of handy features, it’s easy to see how Method:CRM can not only optimize your QuickBooks experience, but how it can aid your company on its way to success.

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