5 Reasons : Why to integrate your CRM and Accounting software

April 2, 2018

Many of the business organization these days, are using different software to equip it’s growing operations. Although having separate systems might appear manageable, still most of them are struggling to keep up their growth. This is because of these disconnected functional systems that cause process bottlenecks and leads to loss of productivity among employees. One such disconnected software systems are CRM and Accounting software.

5-reasons-why-to-integrate-your-CRM-and-Accounting-software

CRM helps you to manage all your front-end process like customer interactions, sales management, marketing campaigns and more. On the other hand Accounting software, helps you to manage back-end process including customer purchase information, billing, and shipping info and more.

Integrating these two major systems is a key step to free up some your precious time. If your CRM and Accounting apps can send information to and fro from each other, manual data entry becomes a thing of past. And you can easily free-up yourself from the part of complex application landscape. Below are the 5 reasons, why you should integrate your CRM and Accounting software.

360 degree view of customer info

One of the major advantages of integrating your CRM and Accounting system is that it helps you to get all your customer information in one place. From sales, support to accounting, integrated system can provide you with the full 360-degree view of your business.

Speedy Business process

In every business, the customer information first hits the CRM whether it may be Lead or Opportunity and then at a particular stage it needs to be sent to the accounting system. To know about a particular information your teams need to switch between CRM and Accounting software. By linking these two, the transfer of information can be done in a single click and you can get all the information in one place.

Improved efficiency

Without a fully integrated system, your teams are at the risk of losing the deals. For example – when customers contact you requesting a clarification related to an invoice sent previously by your accounting team. By the time, your representative should have to trawl through systems or inquire their team members to access that information. And this would result in increased response time and negative customer experience.

Eliminate duplication

While working with two different siloed systems, there may be a possibility of entering the same information over and over. With the integrated systems, you can use your CRM as your centralized hub to get to know all the necessary information.

Cost efficient & Easy to use

One of the common misconceptions about the CRM and Accounting integration is costly and complicated to use. Not any more, especially if the integrations are readily available for you.

It lets you to bidirectionally sync different information between CRM and Accounting software. You can either trigger the data sync at the instant or schedule the sync to run at regular intervals.

That’s all for today! Stay tuned for our next post.

One Comment
  1. very informative article. I too have found many benefits of using CRM Software and Accounting Software for my Business.

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