Myths About Using A QuickBooks CRM For Sales Teams Exposed

Customer Relationship Management solution or CRM software has been around for decades. However, over the past few years the usage of CRM has skyrocketed and today both small and enterprise level businesses use CRM for sales, preferably a QuickBooks CRM that is capable of offering QuickBooks CRM integration free. Here are some of the some of the primary myths debunked about sales CRM software like QuickBooks CRM for sales teams.

Customer Relationship Management solution or CRM software has been around for decades. However, over the past few years the usage of CRM has skyrocketed and today both small and enterprise level businesses use CRM for sales, preferably a QuickBooks CRM for sales teams that is capable of offering QuickBooks CRM integration free.

CRM technology has evolved considerably over the years, but still, there are several misconceptions what a CRM solution actually is, or what it does, remains in the minds of the prospective buyers of CRM. Especially, customer relationship platforms that integrate with software solutions like QuickBooks, which helps integration with financial and accounting software platforms, and therefore, aid the sales teams to do their work more efficiently.

We will call them CRM myths.

Here are some of the some of the primary myths debunked about sales CRM software like QuickBooks CRM for sales teams.

A CRM software can greatly help in cutting costs, and using one can lead to reduced marketing costs by 23% - Cloudswave Click To Tweet
  1. Sales CRM is too complicated

During the early days, sales CRM software was non-intuitive, clunky, and complicated, which came with an extremely steep learning curve. The market took notice of this issue and hence CRM software gained a reputation that it is a complicated piece of technological marvel that requires advanced computing skills to manage its functionalities.

However, those days are gone, and CRM technology has evolved by leaps and bounds. Today easy to use CRM software platforms have intuitive drag and drop interfaces like ConvergeHub that allows even the most non-technical users to quickly learn and use the platform.

This is the exact reason CRM systems like ConvergeHub, which are built to be accessed by small and growing businesses, have an extremely short learning curve.

  1. CRM is too expensive

Another prevailing myth about CRM systems that were born during the early days of the technology is that CRM solutions are prohibitively expensive. Since, at that time, businesses would have to normally spend more than $1000 per month or even a larger sum for CRM implementation in a company.

Unfortunately, this perception still exists and is as-of-date believed by many.

However, the truth is that prices of CRM software solutions have dramatically dropped in the recent years, which has happened primarily because of the growth in cloud based CRM software and the exceeding numbers of many new vendors that have entered the CRM marketplace.

For example, ConvergeHub CRM not only offers a 14-day free trial of the software but also allows you to use ConvergeHub on a pay-as-you-go subscription-based service (quarterly or annual), with its Starter Pack billed as low as $9 per user/month if it is billed annually.

  1. If I buy a CRM, I must still purchase a marketing automation system

In the present times, an innovative and new type CRM technology has entered the market. It is known as the Converged all-in-one CRM software, which includes full customer relationship management for sales, marketing, customer support, and even accounting on the same platform. Therefore, once you buy a QuickBooks CRM for sales teams like ConvergeHub, you no longer need to buy different automation systems for customer support, sales, marketing, or accounts, as they are built within the CRM.

This means all data centrally stored in the CRM database, be it from sales, marketing, support, or accounts is for all to see, which help align your various teams and makes everyone in your organization work more efficiently.

  1. CRM is only used to store contact information

Easy to use QuickBooks CRM software that supports marketing, sales, accounts, and customer support is used for a plethora of activities. Therefore, when you bring a Converged CRM like ConvergeHub into the picture, the list of processes that can be automated with best CRM for QuickBooks online grows exponentially, which include:

  • Billing and Invoicing
  • Email marketing
  • Drag and drop landing page and web form creation
  • Multichannel campaigning
  • Lead generation and lead scoring
  • Online appointment scheduling
  • Creating advanced metrics and analysis to drive data-driven decisions
  • Creating eDocs and electronic signatures
  • Advanced telephony for streamlined sales calling
  • Helpdesk and customer support automation
  • Social CRM and social listening capabilities
  • Creating project management workflows
  • And much more

  1. CRM for sales will not integrate with my other systems

This is absolutely a myth in the present times, since on the contrary most CRM solutions like ConvergeHub are sold as SaaS (software-as-a-Service) systems.
This means, most cloud based CRM have open APIs, which lets you integrate almost any third-party applications like QuickBooks and others that you want with your easy to use CRM.

These integrations opens the door for the users to complete most complicated tasks using the right plugin and API, like accounting, invoicing, billing, and creating eSignatures, and others, without having to leave the CRM. Modern CRM solutions, not only allows you to integrate billing and invoicing apps like QuickBooks, but also combine emailing, telephony, social media apps, and others with the CRM platform.

Conclusion

The bottom line is that the legacy CRM software of the late 90’s and the early 2000s are gone and obsolete in 2018.
As most customer relationship management software solutions like ConvergeHub QuickBooks CRM live in the cloud, they are extremely cost-effective, and highly intuitive that empowers your business to be more competitive in your field, which in turn increases productivity while decreasing costs, and enables your sales teams to spend more time closing deals.

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The Ultimate Benefits Of Keeping A Centralized and Clean CRM Database

Still, in the present times, there are many businesses that maintain different databases for their customers and thereby often find it becoming a nuisance to keep everything well managed and synchronized. Exporting data from one software platform to another and trying hard to resolve dependencies and conflicts can become really cumbersome, especially when you are dealing with a very large amount of data. Therefore, it is recommended that you should practice keeping one centralized database, a repository to maintain all your useful data, as we find in a CRM database. Here is how a central database can help you in making your business operations more efficient in the long haul.

Still, in the present times, there are many businesses that maintain different databases for their customers and thereby often find it becoming a nuisance to keep everything well managed and synchronized. Exporting data from one software platform to another and trying hard to resolve dependencies and conflicts can become really cumbersome, especially when you are dealing with a very large amount of data. Therefore, it is recommended that you should practice keeping one centralized database, a repository to maintain all your useful data, as we find in a CRM database.

Here is how a central database can help you in making your business operations more efficient in the long haul.

Bad data sources result in 30% of all leads failing- Cyber Sphere(2017) Click To Tweet

Inbound marketing strategies have altered the fate of hundreds of business establishments (for the better) all across the globe. However, this is also true, that not all the leads generated are useful. Moreover, in addition to your prospective leads and customers, you will also find many competitors filling out your forms, just to find the feel of your services and eventually try to bulwark a way into your customer database in your online lead management software system.

Additionally, vendors those who have the singular objective of promoting your company something may also break into your CRM database and remain there without ever thinking of being your customer.

Therefore, over a span of time, if you do not periodically clean your customer database, it will eventually accumulate unsought for data that can become a problem in the long haul.

Here are a few steps that you can take in the attempt to make your CRM database cleaner and therefore more optimized.

  1. Delete Inactive Contacts

Implementing an easy to use CRM solution is indeed a step in the right direction, however, in order to maximize upon customer relationships, and productivity, you should always keep a tab on your customer database in CRM. Contacts, that have remained inactive and silent for an extended period of time should be essentially pruned, if and when it is viable to delete their records. Since, hopelessly following leads that are clearly not interested in your offerings can be very damaging for your company’s reputation over time.

  1. Identify Duplicates

Your marketing database software is the golden key to your company’s success, and that is why it needs to be kept clean and efficient at all times. Therefore, it is most needed that you must ensure that every single duplicate identification is removed from your CRM database. It is a common fact that as soon as your business grows and gains a reputation, it is inevitable that duplicate information will start piling up in your customer database in CRM.

Therefore, it is advisable that you must run a periodic check on your CRM database to find and remove duplicate entries or scrutinize both the lead and customer records and after finding out which entry has better information, merge both the records for optimal performance of your customer relationship software system.

  1. Set Up Alerts

Any good easy to use CRM database software allows its user to set up alerts that trigger when certain actions take place so that you keep everything under check. For example, with ConvergeHub CRM you can use time-saving tools like “Manage Duplicates” and “Merge Duplicates” that can prove to be essential in a scenario where two customers or leads have the same name, last name but different phone numbers or emails.

  1. Uniformity Is Key

A CRM database cannot remain clean if uniformity is not maintained- and by no means is it a child’s play. For an example, let us assume that you allow your leads to type their country where they reside instead of allowing them to choose from a drop-down list. In this case you will eventually find a lot of inconsistency in your database, as people hailing from the United States of America, will provide you entries like “USA”, “US”, “U.S.A”, “U.S” and others which will be a sucker blow to your CRM database’s uniformity that can only be rectified by manual correction of data.

  1. Say No-No to Junk Contacts

Your CRM database will inevitably have anonymous leads that will enter fake email addresses like asdfglkjh@gmail.com or blahblah1234@hotmail.com. These junk lead data often pollutes the CRM database, which a good CRM software can run a search and identify and thereafter remove or suspend the information from the online lead management system.

  1. Monitor Email Campaign Results/Feedback

Lastly, it is also recommended that you should keep a close watch on your email campaign’s results and look for opt-outs and, bounced emails. Because based on your findings and observations, you can clean your CRM database after every email campaign is fired for optimal utilization of the resources in your CRM database.

Now that we have learned how to keep a CRM database clean, let us talk about some of the tangible benefits of why you must do so, and what payback a clean CRM database can offer for the growth of your business.

  • Cut Costs

One of the most pertinent benefits of having a clean CRM database is that it saves your business a lot of money. No one wants to send emails to addresses that do not even exist. Therefore, when you run a periodic check on your CRM database to maintain a clean repository, your email list delivers positive results.

  • Precise campaign stats

If your contact database in CRM contains erroneous email addresses, several emails that you send will never be opened, or engaged, which as a result will never be able to paint an accurate result of email campaign’s statistics or your marketing efforts. Whereby, a clean database in CRM, which is devoid of any unwanted lead and customer records, will go a long way in ensuring that your campaign stats are authentic and thereby help you to create your business strategies accordingly.

  • Sender reputation protection

Spam complains, and bounce rates determine how good your reputation is as a sender of your emails, which plays an important factor in email deliverability. Therefore, keeping a clean CRM database ensures that your sender reputation remains protected and trusted by email marketing services.

  • Elevate Revenue And Conversion Rates

Finally, a clean CRM database helps in avoiding a bad sender reputation whereby the chances of emails being placed in the spam folder (instead of the inbox) more frequently is reduced to a lot extent. Therefore a clean database, which engages people, is bound to increases conversion rates and thereby revenue which is the bottom-line for the growth of any business today.

Conclusion

Therefore, implementing an easy to use CRM system, which ensures that the customer database in CRM remains devoid and clean of any unwanted errors can be a real asset to the organization. A Converged CRM like ConvergeHub can easily bring an end to all data management worries as ConvergeHub is the one-stop-solution for online lead management that can save your resources by targeting the most deserving leads.

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How Lead Scoring Benefits Businesses Using Merchant Cash Advance Software

If you are using MCA business and is using Merchant Cash Advance software for your alternative funding business, what should you do next after attracting a high volume of leads? Remember, not all leads are the same, and therefore, separating the good leads from those that are not can be really challenging. This is exactly where if you are using an easy to use Merchant Cash Advance CRM solution like ConvergeHub, solid lead scoring comes into play. According to a report published by APSIS, only 44 percent of companies are presently using lead scoring systems to grow their business.

If you are using MCA business and is using Merchant Cash Advance software for your alternative funding business, what should you do next after attracting a high volume of leads? Remember, not all leads are the same, and therefore, separating the good leads from those that are not can be really challenging.

This is exactly where if you are using an easy to use Merchant Cash Advance CRM solution like ConvergeHub, solid lead scoring comes into play.

According to a report published by APSIS, only 44 percent of companies are presently using lead scoring systems to grow their business.

Just 56% of B2B organizations verify valid business leads before they are passed to Sales- MarketingSherpa Click To Tweet

Therefore, before it gets too late you as a user of MCA CRM software should maximize this methodology and leverage your alternative lending business from your competitors by unveiling meaningful insights to improve your sales processes and your funnel.

In fact, lead scoring is a time-honored process, which most often exceeds expected benefits such as sales productivity and effectiveness, increased conversion ratio, and measurable ROI.

However, even before we delve into how we can build an awesome lead scoring model for your MCA business, let us talk primarily about whether you should have it and if so why.

Candidly, lead scoring is truly a tedious process, therefore, it is most essential to determine if lead scoring is suitable for your MCA business, to ensure that you do not waste time, money, and effort dedicated towards it.

Why Implement Lead Scoring in MCA business?

The most intriguing factor about lead scoring techniques is it does not come as a “one-size-fits-all” methodology. In fact, not every business needs an advance lead scoring model for their business. Nevertheless, lead scoring provides your business with a scientific and automated means to rank your leads, in a quantifiable manner, to calculate their perceived value in your organization.

Let us look at an example:

Suppose Jack, an owner of a large departmental store, visits your website. Since you do not know about him yet, he starts from the score of 0. However, as he interacts with your website more his scores increases subsequently. Per say, information about his title (+10 Points), he requests a cash advance demo (+10 points), he is from a large retail outlet (+5 Points). Now, once your lead reaches a certain point (based completely on your individually created criteria), where Jack is deemed sales-ready, it is time to send your sales team to reach out and convince Jack to convert him into your customer, by closing the deal.

The lead scoring technique is most often used with Merchant Cash Advance CRM software for improving the sales process, align marketing and sales, prioritize leads and lastly for creating higher quality conversions.

Now, to determine if lead scoring is required for your cash advance business, here are some questions you should consider as a user of MCA CRM platform, which aids in implementing the lead scoring methodology.

Do you have a very high volume of leads flowing in from several channels, than your sales team can follow up within a specific time?

Do you have enough information in your MCA CRM database for lead scoring?

Do you have a particular content from a lead nurturing strategy, which needs to be delivered to a lead at a specific time in their buying journey?

Do you feel that your sales processes can be more effective and efficient than what it is now?

If your answer is affirmative for all or most of these above-mentioned questions, then we would readily recommend that your alternative funding business organization is ready to start with a lead scoring system.

Otherwise, we would suggest you to primarily focus on generating more leads, establish an SLA (Service Level Agreement) between your marketing and sales teams, and collect and track the right information from your forms and website.

If you do not have enough leads to start lead scoring for your business, do you know ConvergeHub offers FREE LEAD GENERATOR Tool, which is a free lead generation software that you can easily download from ConvergeHub website?

Implementing a lead scoring methodology is extremely difficult to do manually (using spreadsheets) as a lead’s activity can change every day. Therefore, you need Merchant Cash Advance software or online lead management software, like ConvergeHub, which has an excellent lead management system to implement the modeling we will discuss below.

Basic Framework of Lead Scoring Setup

According to SiriusDecisions 68 percent of B2B (Business-to-Business) companies are applying lead scoring. However, on the other hand, only 40 percent of sales reps have said to have found value from it. Although various factors can contribute to the failure of this remaining 28 percent, we are sure if you start on the right foot when implementing this system, the lead scoring methodology is always beneficial, especially as your business grows in years and becomes more complex over time.

Demographic Lead Scoring

Primarily, you need to outline what your MCA business needs by identifying your ideal lead. To begin, you need to select the demography based on your lead’s characteristics. Like, who are more likely to purchase your offerings compared to others? Is it small or large enterprises? In what industry/business and in what level?

Using lead capture forms helps you to collect this data. You can easily capture four basic demographics:

  • Job title or role
  • Number of employees or size of the business
  • Industry or business type
  • Department

Assign points based on your ideal lead. For example, for company type, you may assign higher points for B2B and lesser for B2C leads. This also works for the lead’s industry (like retail, small shop, large departmental store, among others) and seniority (like the owner, the floor in charge, sales rep and others).

Behavioral Lead Scoring

The second type of data that you need is how your lead interacts with your website. This process of lead scoring is based on the actions that the lead performs to indicate their interest. While in this behaviors such as opening an email, attending a webinar, or request a demo gets a higher score, similarly unsubscribing from your email list or webinar or canceling a demo request gets negative points and consequentially that lead goes further down the sales pipeline.

Here are some examples of the type of interests you can observe from your leads:

  • Web pages they viewed
  • Emails they opened
  • Content they downloaded
  • Webinars they signed up for

Apart from this, it is also important to consider your leads activity levels before you consider and mark your leads with the help of lead scoring as sales-ready.

Here are some examples:

  • Number of web pages viewed
  • Number of forms completed
  • The typical sales cycle for your company

How to Build a Killer Lead Scoring Model

Now once you have completed your basic framework, you can combine the information found in both these data, to paint a complete picture of your lead.

Note: It is always best to keep a separate and a combine sore of the two data. Because although the demographic data normally remains stable, the behavioral data can always change over a certain period of time. 

As we mentioned earlier that lead scoring is a tedious process, therefore getting your demographic and behavioral data is just the start of the lead scoring process, after which you need to proceed with the following:

  1. Identify your criteria

Now, that using your lead scoring framework you have created a foundation of your Marketing Qualified Leads (MQL), whereby your MQL are more likely to convert into a customer, compared to other leads based on their demographic and behavioral data. To set up a lead scoring process, you will have to assign points or scores as a basis for your lead scoring methodology.

For this, it crucial that your MCA organization to extract insights, use lead intelligence and analytics of your Merchant Cash Advance CRM software, to find the unique attributes including customer base, sales cycles and key differentiators that focuses on your efforts on finding high-quality leads, which results in more conversions.

  1. Assign values

It has often been said by many that figuring what the score should be may be one of the hardest parts of the lead scoring process.

In most of the cases, the threshold for the lead scoring scale ranges in-between 0 to 100 (but you can also set any value as you like).

In ConvergeHub Merchant Cash Advance CRM software, you can easily segregate the leads into three main categories: Hot, Warm, and Cold.

Leads that have a score of over 80 can be considered ‘Hot’, while leads that get a score between 30-80 can be denoted as ‘Warm’, while ‘Cold’ leads should have a score below 30. Although, you can always customize the range based on your company’s individual preferences and needs.

  1. Determine sales-ready score

The main point of implementing a lead scoring process is to identify the leads that are ready to accept your alternative funding services. Therefore, by identifying leads, which are sales ready (with a score in-between 80-100) your sales reps can prioritize whom to follow up with to maximize their time.

According to MarketingSherpa:

When 73% of leads are not yet sales-ready, this is where this process becomes more crucial, as you have to make sure your sales team will only reach out to the lead once the opportunity is right. Since the lead score can change every day, a tool such as an easy to use CRM solution featuring lead scoring updates the score instantaneously based on your criteria.

  1. Test your model

These three steps mentioned above are the most crucial factor to cover while implementing a lead scoring methodology in any business. However as lead scoring models are never sacrosanct or set in stone, it is only by testing in real-world scenarios; you can get a hands-on and more reliable results. So monitor your MCA lead scoring model for a few months and then if needed revise the scoring criteria and the lead scores against each of these criteria by analyzing past leads before finalizing your lead scoring process.

  1. Aim for continuous growth and improvement

A lead scoring model that is based on data collected with the help of Merchant Cash Advance CRM software for the growth of your alternative lending business is a real game-killer.

Always be open for improving, testing, and tweaking your lead scoring model, since although developing a lead scoring system takes time, but its effects can always be improved.

Therefore, involve your sales department and check in monthly or every fortnight to make sure everything is working fine, since behavioral lead scoring needs to be reset over time, to identify scores that need to be redefined according to the behavioral data of the leads, which can change over a certain period of time.

How Best Sales CRM Software Plays A Vital Role In Building Your Sales Strategy

Best sales CRM software can help your business grow by managing several sales processes, starting with lead scoring to creating long-term customer relationships. In a study done by Aberdeen Group in 2010 revealed that, many of the fastest growing organizations use Customer Relationship Management technology to turn more sales leads into revenue. In the same study, it was also shown that 63% of organizations, which has very high annual growth rates, from sales leads, use best sales CRM software technology for their success. Here is how best sales CRM software helps in the growth of your organization.

Best sales CRM software can help your business grow by managing several sales processes, starting with lead scoring to creating long-term customer relationships.
In a study done by Aberdeen Group in 2010 revealed that, many of the fastest growing organizations use Customer Relationship Management technology to turn more sales leads into revenue.

In the same study, it was also shown that 63% of organizations, which has very high annual growth rates, from sales leads, use best sales CRM software technology for their success.

63% of organizations, which has very high annual growth rates, from sales leads, use best sales CRM software technology for their success- Aberdeen Group(2010) Click To Tweet

Here is how best sales CRM software helps in the growth of your organization:

Sales Planning

Easy to use CRM software can provide you with an overview of your projected sales targets for a specific period of time. This can help you plan marketing campaigns using the forecasted data and prepare your sales teams for an increase or dip in the volume of sales in your business.

You can also use the information retrieved from your CRM database, to manage sales territories more efficiently. Best sales CRM software allows your sales managers to view the schedules of your sales reps out in the field, along with the potentials of various territories, so that you can decide upon entrusting the right members of your sales team to the locations where they are most needed, which results in optimizing your sales team’s performance.

Improve Lead Conversion

Best sales CRM software like ConvergeHub CRM and others helps to shift the focus of your sales reps (from other mundane tasks) so that they can spend their time more in selling. The data gathered in the CRM database of your best sales CRM software can also help in finding deals that have not yet been closed, monitor sales quotas, and develop strategies to shorten sales cycles resulting in the generation of faster revenue.

Best sales CRM software solutions can also track incoming leads and after assessing them, distribute the leads to the representatives most likely to close the sale. Easy to use CRM applications can also help to foster efficient collaborations with your employees in sales, marketing, support, and accounts by coordinating tasks among your employees.

Build Customer Relationships

Maintaining relationship with existing customers is just as important as acquiring new ones. Easy to use CRM platforms can store detailed information from each interaction with your customers. Customer information stored in the CRM database also helps in anticipating the customers’ needs, which helps in providing personal customer service that aids in creating loyal customers.

In fact, best sales CRM software solutions can manage sales processes as well as monitor and develop your long-term customer contracts, by sending automated reminders for renewal of your services.

Track And Analyze

Best sales CRM software like ConvergeHub also enables you to track lead data, so that you can easily calculate the returns on your investments in lead generation and in marketing campaigns on an ongoing basis. This helps you to see, which among your lead sources are generating the most revenue and adjust your strategies according.

Easy to use CRM even lets you access data for each of your leads individually, which is always a valuable asset for your sales teams.

According to us, the sales analysis aspect of any best sales CRM software helps in monitoring the overall health of your business by proactively monitoring sales pipeline management, creating accurate forecasts, effectively manage the budgets and intelligently allocate resources to meet your company’s revenue goals.

Pricing And Order Fulfillment

Best sales CRM software, especially CRM platforms like ConvergeHub that allows QuickBooks CRM integration free ensure accurate pricing and quotes, by capturing customer order, confirming availability of the products and expediting order fulfillment.

According to SearchCRM, the main purpose of best sales CRM software is to:

Provide employees with the information and processes necessary to know their customers, understand and identify customer needs, and effectively build relationships between the company, its customer base, and distribution partners.

Conclusion                                                  

Therefore, in a brief, most easy to use sales CRM solutions are created to help sales and marketing teams succeed. As when the information that these customer relationship applications collect are applied as an essential part of the sales strategy, it helps to benefit the organization as a whole, in terms of revenue generation and growth, by determining which marketing efforts and sales strategies are most effective for the development of the company.

The Future Of Cloud Based CRM Systems: Intelligent, Integrated And Data-Driven

The time of an intelligent, integrated cloud based CRM systems has come, and it is one of the fastest growing categories of enterprise software solutions today. Right from startups and SMBs to big global enterprises, marketing and sales teams are adopting easy to use cloud based CRM technology to acquire new customers, retain the old, enhance customer experience, and find new customer-centric data driven insights that are paving the path for strategic changes in their companies.

The time of an intelligent, integrated cloud based CRM systems has come, and it is one of the fastest growing categories of enterprise software solutions today.
Right from startups and SMBs to big global enterprises, marketing and sales teams are adopting easy to use cloud based CRM technology to acquire new customers, retain the old, enhance customer experience, and find new customer-centric data driven insights that are paving the path for strategic changes in their companies.

Now as these new CRM technologies are rapidly evolving to meet the newfound strategic goals of businesses globally, Big Data, Analytics, Business Intelligence (BI), Artificial Intelligence (AI), and machine learning are the new technological foundations of the present days fast growing CRM applications, in the market.

The global CRM market is predicted to achieve a 13.7% CAGR (Compound Annual Growth Rate) through 2021- Gartner Click To Tweet

Investing in cloud based CRM systems, startups are presently focusing on how easy to use CRM solutions are capable of providing new insights into improving the customer experiences, increase customer retention strategies, and accelerate new product development based on the needs of their customers.

In a recent analysis done by CrunchBase on CRM startups, it shows that the majority of the CRM vendors are investing in advanced analytics, machine learning, Big Data, and AI technologies.

To substantiate this claim McKinsey notes that the total annual external investments in Artificial Intelligence technology globally were between $8 Billion and $12 Billion back in 2016, with machine learning attracting 60% of that investment, and the same figures are on a rise.

Quick Stats

  • According to Gartner- 56% of all easy to use CRM adoptions will be cloud based CRM systems, starting from 2017.
  • According to Gartner- The global CRM market is predicted to achieve a 13.7% CAGR (Compound Annual Growth Rate) through 2021.
  • AI will be the primary catalyst of the cloud based CRM’s growth over the next 4 years, which is going to be supported by BI, analytics, and machine learning technologies, as cloud based CRM buyers will focus more on the addition of emerging technologies that cater to more efficient customer experiences.

Businesses of all sizes are now struggling to remain on the same page with their customers as the customer’s preferences as to how they are learning about their required products and services and when they are buying are changing constantly.

In other words, nowadays the customer’s psychology is fundamentally at a flux, and it exceeds the boundaries of simple demographics, or even customer segments, which ranges across B2B (Business-to-Business) and B2C (Business-to-Consumer) enterprises.

Therefore as the dynamics of the customers across all segments are changing fast, with customer experiences winning over mere transactions, getting response from any channel a customer chooses to interact with the brands, and for rendering intelligent and responsive support, modern cloud based CRM systems need to change their technology if they are going to meet these customer-centric goals.

Modern cloud based CRM systems need to find greater precision in focusing on the customer needs, predict and quantify their behaviors. In addition to this, today’s CRM platforms should also be capable of recommending or suggesting potential strategies and tactics for sales and marketing teams that should deliver results.

Customer Intelligence is the King

The better the insights, marketing data, and customer-centric knowledge-driven decisions, the more effective every marketing statistics and tactics will be. As we all know by now, that when strategies in sales and marketing are built on the foundations of customer insight and intelligence, customer experiences improves.

Positive customer experiences create loyalties, builds trusts, fuel repurchase, which consequentially lead to higher CLV or Customer Lifetime Values.

Nevertheless, this chain reaction behind customer-centric growth can only begin when the sales and marketing teams in any organization are well aware of what their customers are expecting, why they are expecting, and how their organization can deliver the offerings that will exceed the customer’s expectations.

Therefore as we predicted earlier in this blog, Big Data, AI, machine learning and analytics are the future of cloud based CRM systems, because they are being used nowadays to redefine the path to exceed customer expectations and drive in more revenue.

Hence, the days of the traditional CRM systems and its strategies for treating every customer, in the same way, are over.

In the present times- Customer Intelligence is now the King.

With greater contextual insights, predictive accuracy offered by customer intelligence of when and where to sell delivers measurable results. For marketing managers and their teams, one of the greatest challenges they encounter is in quantifying their contributions to their businesses’ growth. Therefore, with the modern technological developments in CRM technology, machine learning, AI, and analytics all these in conglomeration will provide the marketing managers and their teams an opportunity to measure how their strategies are driving profits and sales, as well as how they are contributing to their organization’s growth.

Most of the CRM solutions in the market today are cloud based CRM systems.  Since cloud based systems are capable of maturing rapidly and provide a solid foundation for the next generation of application developments. In fact, APIs or Application Programmer Interfaces that most modern CRM software solutions rely on to create real-time integrations helps in linking and bridging platforms and applications, accelerating the breadth, depth, and stability of modern cloud based CRM systems.

In a recent study done by McKinsey & Company, it has been found that businesses using cloud based CRM systems can capture greater revenue growth with APIs to integrate enterprise systems.
In other words, in CRM systems, APIs are the fasteners that make greater customer intelligence possible. Since APIs helps to integrate systems together and develop a valuable system of records that can easily reflect customer preferences, while at the same time create strategies for a successful sales growth.

API Integrations Are Designing The Most Valuable CRM Apps Of The Future Days

All businesses big or small striving for keeping their existing customers, and at the same time attract new ones, faces the constant challenge of staying on the radar of their customer’s preferences. Since customer preferences change over time, therefore, using outdated CRM applications are no longer pertinent to the sales and marketing teams depending on CRM and its features to catch the attention and win customers.

Hence, the future of CRM today is defined by new and agile application interfaces that can be customized for each sales reps and marketers by adding or changing fields in minutes, according to their varied needs.

The cloud based CRM system of the modern times no longer takes weeks or months to modify a CRM system’s dashboard or its workflow, since they can be easily modified and changed quickly by the system administrators using a cloud-based platform.

Therefore, the flexibility of customization of cloud based CRM systems to match how marketing and sales team works, rather than the other way round is one of the main catalysts that welcomed the adoption of cloud based CRM solutions and is fueling its continuous growth.

In fact, APIs are one of the main technologies that facilitate cloud based CRM platforms to flex its functionalities and respond to the sales and marketing team’s needs.

Moreover, the growth of AWS (Amazon Web Services) has also dramatically shown how APIs contribute to the development of an entirely new business model, fueling a level of analytics-driven insights for businesses, previously unknown to the users of CRM platforms.

According to a recent article published in Forbes, it points out that APIs are most essential for defining and customizing GUIs (Graphic User Interfaces) that improves the contribution and usability to improve customer experience since APIs creates the links that cloud platforms rely on to integrate easy to use CRM and other enterprise software applications.

The CRM’s Future Is a Highly Integrated One- Because the Cloud Has Won

In the present times, APIs are already beginning to become more customer-centric in their designs, which allows for greater versatility and flexibility in designing entirely new GUIs, process steps, workflows, and screen designs, which over time will redefine the nature of cloud platforms in the days to come.

Nearly every cloud based CRM providers today like ConvergeHub and others have integrated enterprise-grade APIs (some more mature and scalable than others) that signals the future of the CRM technology’s road map across all businesses.

We are all extremely apprehensive that these new APIs will become customer-centric in the coming 3-5 years and will have a strong focus on orchestrating a wide variety of data-rich applications, databases, and system of records.

In other words, cloud platforms are helping APIs to become more customer-centric by providing reliable and scalable integration frameworks and technologies.

Looking Ahead

It is presumed that in the near future a more integrated, contextually intelligent and aware cloud based CRM applications will enable sales and marketing teams to define their strategies with superior precision while measuring the results achieved, better than it was ever before.

Therefore, briefly, cloud based CRMs like ConvergeHub will continue to outmatch overall enterprise growth in software, as with a superfluity of technologies at hand, the future of cloud based CRM is the brightest among all other enterprise level cloud-based software solutions in the IT world.

How AI and Easy to Use CRM Solution Can Change the Future of Sales

In the present times, several companies are proactively using both easy to use CRM solutions and AI in forms of groundbreaking ways to escalate their businesses. For an example, if you are watching Netflix, an AI (a recommendation algorithm) will undoubtedly be used for you to help you decide what to watch. Similarly, while shopping in Amazon your decision about what you might wish to buy is also influenced by an AI (through an association algorithm). Even if you ever wish to call an Uber, an AI (a location algorithm) is used to find and quickly book a car in your vicinity. Now, this same type of AI algorithms can also be used to empower any company’s business strategy or decision-making process, to help businesses to make better business decisions. Here are a few specific areas where AI algorithm can be ideally leveraged to help companies grow by helping your sales teams to increase their sales and revenue.

In the present times, several companies are proactively using both easy to use CRM solutions and AI in forms of groundbreaking ways to escalate their businesses.
For an example, if you are watching Netflix, an AI (a recommendation algorithm) will undoubtedly be used for you to help you decide what to watch. Similarly, while shopping in Amazon your decision about what you might wish to buy is also influenced by an AI (through an association algorithm). Even if you ever wish to call an Uber, an AI (a location algorithm) is used to find and quickly book a car in your vicinity.
If you ever had a thought about a product or a vacation, and like telepathy, it seems to suddenly appear on your email inbox or on your search page, we can assure you it was also based on an AI (a classification algorithm) that is monitoring your 24 hours online activities.

Now, this same type of AI algorithms can also be used to empower any company’s business strategy or decision-making process, to help organizations make better business decisions.

Companies that have pioneered the use of AI in sales rave about the impact, which includes an increase in leads and appointments of more than 50%- Harvard Business Review Click To Tweet

Here are a few specific areas where AI algorithm can be ideally leveraged to help companies grow by helping your sales teams to increase their sales and revenue:

  1. Providing Sales Teams with Pertinent Insights

Marketing automation in spite of all its technological advancements has its limits, as only a sales rep can finally have a 1:1 conversation with the customers and close a deal.  However, an AI algorithm can help marketing and sales teams by permitting them to make available valuable insights to their colleagues about prospects, throughout the sales cycle. Information about the customers like their preferences, buying patterns, price selections, brand preferences, preferred time of interactions with sales reps and marketing teams provides a positive outlook, since sales professionals can deal with this information and discover relevant and actionable insights.

AI-driven prescriptive sales tools work like a regular easy to use CRM platform with the exception that it is capable of tracking and analyzing billions of touch points and events, thereby identifying areas for constant improvement.

Manash Chaudhuri the CSO of ConvergeHub CRM and a thought leader in AI-driven Prescriptive Sales technology says:

AI programs can fetch through billions of customer touch points and events to find correlations and patterns that we just would not be able to notice as human beings on a day-to-day basis. Therefore, it might notice a correlation between sending a specific sales campaign to a prospective customer before calling them, which results in a better conversation. It can also notice that sending a weekly follow up email can yield results up to 6 weeks after an initial contact, which are just example of small practices that sales reps might miss, but that can increase their performance over time.

  1. Price Optimization

Knowing the amount of discount (if any) to be provided to a customer is always a tricky area for any sales representative. But then again no sales rep wants to leave money on the table. In the present AI based business scenario, an AI algorithm can easily tell the sales teams using a best small business CRM like ConvergeHub what this ideal discount rate should be. Ensuring that you are most likely to win the deal by analyzing specific features of past deals that were won or lost on that very product or service to the customers. These features can include:

  • New or existing client
  • Size of the deal in dollars
  • Product specification compliance
  • Number of competitors
  • Territory/region
  • Customer’s annual income
  • Level of decision-makers (influencers) involved
  • Timings of the past sale (e.g., Q1 vs Q3), and several others
  1. Quality and Quantity Leads

Improving lead generation has been the focal point of the buzz around AI. In a study conducted by HBR (Harvard Business Review), it was found that businesses using Artificial Intelligence along with online lead management software platforms for sales were able to increase their lead generation by 50%. Moreover, the lead quality, as well as the lead quantity of AI-driven leads, are superior as Artificial Intelligence has a keen potential of spotting the best targets for inbound and outbound marketing initiatives. Therefore, a large chunk of the longstanding friction between marketing and sales in a company can be eliminated with the growth of AI in sales.

In other words, AI-driven solutions can act as a blessing throughout the entire sales-marketing cycle, turning a magnanimous amount of information in the CRM database into actionable insights.

  1. Manage Performance

Sales managers in all businesses, have to evaluate the revenue pipeline of each of their sales representatives every month, with a vision towards nurturing deals that might have got stalled, or worse, fallen through the crack. Using an AI-powered best small and medium business CRM software platform, managers can now use the dashboard to visually perceive which sales reps are likely to accomplish their sales targets along with the number of outstanding deals that stands a good chance of getting closed.
An AI-powered easy to use CRM solution allows sales managers to concentrate their attention on key sales reps and their associated deals that can help the company to reach its forecasted sales objectives.

According to Shampa Bagchi, CEO of ConvergeHub CRM for small businesses, ‘using AI to uncover trends and correlate data is great, but customer data in CRM is only made valuable when you can take action on it.

  1. Simplify Tasks

According to McKinsey Global Institute, as AI magically reduces tasks, therefore, 40% of time spent by sales reps on day-to-day mundane and menial tasks such as cold calling, replying to emails and others can be automated by adopting all the present technologies that AI has to offer for the sales teams.
As AI is capable of aiding professionals to commit to their jobs better, especially with the use of analytics and data science.

Embedding AI into CRM database, sales force automation software platforms, and other applications can eliminate a lot of crippling tasks and liberate the sales reps from monotonous tasks, which can uplift their efforts in sales to unprecedented new heights.

Conclusion

Therefore to conclude although AI is never going to be a replacement for sales and marketing in any business, nevertheless it is ‘The’ technology for now, and for the future, which is going to impel sales professionals to a ‘level-up’ in their game.

Al will allow sales and marketing professionals to base their decisions and opinions more accurately based on data (and since data never lies) focusing and unveiling the information trapped in the CRM database, making their choices more precise than ever.

10 Commandments of Customer Success Strategies with an Easy to Use CRM

Gone are the days of the uninformed customer. Today customers hold the cards, not the vendors. Now, you must be wondering what does this means for you and your business. Well, it means that just as your customer’s barrier to try your brand has dropped (e.g., through online signups, free trials, and monthly pricing plans); their barrier to exit has also dropped. Nowadays, customers are only committed to your brand as long as you are delivering value. Furthermore, customers are better informed and tech-savvy than ever before. Here are 10 key learnings we have gathered over time as customer success best practices, especially for small and medium businesses.

Gone are the days of the uninformed customer. Today customers hold the cards, not the vendors.
Now, you must be wondering what does this means for you and your business.
Well, it means that just as your customer’s barrier to try your brand has dropped (e.g., through online signups, free trials, and monthly pricing plans); their barrier to exit has also dropped. Nowadays, customers are only committed to your brand as long as you are delivering value. Furthermore, customers are better informed and tech-savvy than ever before.
Because of these trends, both traditional vendors and technology-based companies using easy to use CRM platforms alike are establishing customer success strategies and programs based on the simple concept:

Make your customers successful, and your business success will follow suit.

Below are 10 key learnings we have gathered over time as customer success best practices, especially for small and medium businesses.

By 2018, more than 50% of organizations will redirect their investments to customer experience innovations -Gartner Click To Tweet
  1. The Customer Success Team Is Not The Only One In Charge Of Customer Success

Preventing customer churn is everyone’s job in an organization. Therefore, just like the members of your customer success team, the CEO of your business should greet as many numbers of customers as he/she can and have direct communication with the customers of your brand. Additionally, the salespeople that won the initial contract should also check with their customer base to up-sell and see how things are going, just as the head of your customer onboarding department should also touch base with the customers to make sure that they do not need any new refresher or information on your products or services.

  1. Make Your Customers the De-Facto “Head of Product and Services”

The feedback from your customers on products and services should provide the direction of your offerings. Always make sure that your customers know that their feedback is important for your business and make them feel the power of ownership. This will make the customers feel appreciated and therefore think about investing in your brand.

  1. Contact Structure is Important

All contacts should have an auto-renewal (with a small increase in pricing). Additionally, instead of paid pilots, provide your customers a 14-day trial when they sign up, which will lower the barriers of customer acquisition.

  1. Provide Free Onboarding If Needed

Although you must always try to charge your customers an upfront fee for onboarding, nevertheless, if your customer is not ready to pay then give them a free onboarding anyways. Remember customers are won and lost during onboarding, so make sure that they know how to use your product or service effectively. We as an easy to use CRM vendor have found from our knowledge gathered over time that 40% of those customers that did not receive proper onboarding churns out in 6 months.

  1. The First 3 Months Predicts The Next 9 Months

Your sales and support teams should especially remain in ‘high-touch’ with their customers during the first 3 post-sales months. This is because the customer’s experience in these primary stages, when the customers pay their greatest attention to your product, must necessarily go well. For this, remain especially proactive and attentive to the customers during these 3 initial months.

  1. Not Willing To Adopt Features Can Be Warnings

Remember a customer reaching out to you for help is always a good thing. Therefore, if a customer is not actively making use your product and at the same time not getting in touch with you with his/her questions, or if the customer is not adopting your brand’s new features after their purchase, reach out and make sure that nothing is wrong.

  1. The Rule of 40

If you are a SaaS-based company, (like us) with enterprise level customers, in general, we found that you need one customer success representative for every 40 customers. Therefore, do not overwhelm the customer success team with a ratio far outside 40:1.

  1. Educate The Customer

Make your customer better at using your products and services by providing them continued education, and share with them how other customers are using your tools. Customer feedback driven product road-map makes the customers feel like they have an ownership of the product.

  1. Your Old Customers Are Your Best New Customers

Remember you old customers are the cheapest source of your new customers. Therefore, you should always be exploring new ways to up-sell and cross-sell your current customers and make sure that you are maxing out their interest in your brand.

  1. Make Sure You’re Selling To The Right Customers

Not all revenues are created equally. Therefore, your sales teams need to make sure that the customers they are signing up for your brand are fit for buying your offerings.

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Bringing in sales, revenue, and customers just for mere growth, which then churns out, does not provide any value. Rather it just exhausts your onboarding resources and customer success strategy.

Takeaway

Finally, using a customer success management software like an easy to use CRM solution like ConvergeHub (one that is ideal for the members of your whole organization), can help your team to work better, create a more efficient customer success workflow, resulting in happier customers.

How Doing Business without Online Lead Management Software Can Kill Your Sales

Do you find your CRM or online lead management software as just another software tool for you and your team to log our sales in, but do not really understand the reason for doing it? If it is so, have you also experienced long stretches of low sales, squandered sales opportunities, and unsolicited small errors getting on the way of your sales performances? This is the very reason as to why the benefits of using online lead management software or a CRM solution should never be underestimated by the sales team. There are multiple ways even skilled sales reps miss potential sales prospects when their business does not adopt easy to use CRM software. Here are some of the most common reasons for underperformance in sales.

Do you find your CRM or online lead management software as just another software tool for you and your team to log your sales in, but do not really understand the reason for doing it?

If it is so, have you also experienced long stretches of low sales, squandered sales opportunities, and unsolicited small errors getting on the way of your sales performances?

This is the very reason as to why the benefits of using online lead management software or a CRM solution should never be underestimated by the sales team.

An Easy to Use CRM solution decreases sales and marketing costs by 23% -SmallBizCRM Click To Tweet

There are multiple ways even skilled sales reps miss potential sales prospects when their business does not adopt easy to use CRM software .

Here are some of the most common reasons for underperformance in sales:

  • Incapability to understand the customer’s needs
  • Ineffectual sales performance tracking
  • Too much of time being spent on focusing on back-end support activities and not making sales

How online lead management software works to improve sales

  1. Improve contact information

An easy to use CRM solution provides you and your entire team a complete 360-degree view of your leads and customers, giving everyone in your business access to the same information, and thereby helping them to remain on the same page.

When everyone in your organization access a single customer list, it becomes much more convenient to sort and analyze your lead and customer information. Additionally, an online lead management software solution also aids you to track where your leads are in the sales cycle with opportunity tracking abilities, which helps your sales teams to predict the likelihood of closing a prospective deal.

  1. Better interactions with the customers

A key feature of a cloud based CRM systems is tracking interactions with your leads, prospects, and customers. Being able to keep a log of outgoing and incoming emails, phone calls, visits, and more; allow your sales teams to remain updated with what is going on with their customer relationships. An online lead management software solution helps to keep your sales teams organized, speeds up their follow-up activities, and most essentially improve the quality of their communication with leads and customers. A CRM solution also ensures that no two sales professionals in your organization are approaching the same lead, which makes your sales team more efficient in closing their deals.

  1. Automate mundane tasks

One of the greatest benefits of using a customizable easy to use CRM (like ConvergeHub), is creating end-to-end workflow. With ConvergeHub, you can make your online lead management software work the way you do, and automate several mundane manual processes, such as sending a follow-up email after conversion of a lead, converting estimates to invoices, or even manage your businesses’ inventory.

By customizing your best small business CRM software solution to fit your business, your sales and support teams become more efficient, as they can free up their time, focus on closing deals, and thereby grow your business.

  1. Improve reporting and analytical data

Finding valuable insights into your customer data in the CRM database provides priceless information on what makes your leads get converted at a higher rate and also gives you an in-depth understanding of your customer lifecycle.

An online lead management software like ConvergeHub CRM also easily tracks the history of all the interactions your sales reps had with their customers, so that you are able to view, for an example, which are the leads that received a specific email marketing campaign converted to customers at a higher rate than those that did not.

Therefore, using a CRM solution you can easily find out and understand now which emails you should send to convert more leads and as a natural consequence grow your business.

  1. Increase time to make sales

By investing less time on tedious administration tasks in the office, using an online lead management software that has marketing automation capabilities like ConvergeHub CRM, your sales teams can focus a considerable amount of time tracking new leads, forging new relationships and thereby increase sales.

Using an easy to use CRM software solution, your sales team members need not request other employees in your organization to get a purchase history of the customers or reach a customer with outdated contact information, which allows your team to generate more sales.

  1. Create happier customers to encourage returning sales

By having a comprehensive 360° view of all your customers, you can easily view their entire history, making interactions between you and your customers easier.
As better perception of your customer’s needs results in more efficient customer service, that inspires your customers to return back for more businesses.

What should you do?

Therefore, if you find that the sales teams in your small business organization are desperate for perceiving a change in their sales strategies for escalating their plummeting sales goals, try ConvergeHub CRM software today.

ConvergeHub is an award-winning CRM solution for small and medium-sized businesses, which provides an online lead management software solution to startups and SMBs that have requirements as large business organizations but do not have the required budget to spend on several standalone software applications and their integrations for increasing their ROI.

Signs That Your Business Has Outgrown QuickBooks Customer Manager in 2018

In life and in business, it is hard to leave old habits and walk away from what we already know, since it is always easy to tread the same path. Nevertheless, although holding on to routine practices may be comfortable and familiar, but is it always the best way to go? More so, when it comes to new customer management software, it can be specifically difficult to cut off ties with traditional software solutions those that no longer serve your business needs. Now, if you are presently using QuickBooks Customer Manager, you must be aware of what we mean. While QuickBooks Customer Manager has a loyal user base, the platform has not been updated over the years, and Intuit has even discontinued support for this platform.Therefore, even though it may a comfortable and familiar, Intuit’s customer management software, may not help your business to grow. Here are 5 reasons as to why it may be the time to move on.

In life and in business, it is hard to leave old habits and walk away from what we already know, since it is always easy to tread the same path. Nevertheless, although holding on to routine practices may be comfortable and familiar, but is it always the best way to go?
More so, when it comes to new customer management software, it can be specifically difficult to cut off ties with traditional software solutions those that no longer serve your business needs.
Now, if you are presently using QuickBooks Customer Manager, you must be aware of what we mean.

Indeed, QuickBooks Customer Manager was a great platform when it was primarily launched since it allowed the users to integrate QuickBooks Desktop customer data so that you never miss a sales opportunity.

68% of small business owners regret looking back on the first year is that they didn’t spend more time learning about financial management- Intuit Click To Tweet

However, while QuickBooks Customer Manager has a loyal user base, the platform has not been updated over the years, and Intuit has even discontinued support for this platform.
Therefore, even though it may a comfortable and familiar, Intuit’s customer management software, may not help your business to grow.

Here are 5 reasons as to why it may be the time to move on:

  1. You need a more effective way to manage your contacts

Let us just accept the fact that QuickBooks Customer Manager is a pain in the neck. While the best small business CRM should make it easier to manage information on leads, prospects, customers, and sales, Customer Manager, needs a lot of manual work to keep customer data clean.
Per say, even for accomplishing a small action as simple as updating a company address you need to update the individual contacts for each person in the company’s list.

Your CRM should make your life easier. Therefore, using a CRM software like ConvergeHub which offers QuickBooks CRM integration free is an ideal choice under this circumstance, if you are spending hours updating and cleaning up data, and you think it is time to move on.

  1. Your team needs to access customer data on the go in their mobile

Technology in the present times is constantly growing at a rapid pace. However, as Intuit has not updated Customer Manager, it is still stuck in time as a ‘desktop-only’ software. Although, still this software serves its purpose if you need customer information while in office, nevertheless, this is 2018 and you need cloud-based and mobile software solutions for your business’ needs.

In fact, in a research conducted by Innoppl Technologies, it claimed that 65% sales representatives who have started using mobile CRM have achieved their sales targets, while merely 22% of sales reps using non-mobile CRM platforms have reached their quotas in the same span of time.

Remember, your customers rely on you to be flexible for their needs, and therefore you need an easy to use CRM platform that does the same for you like ConvergeHub, which is considered by many as the best QuickBooks CRM for sales teams.

Since, being tied to a desktop application is the farthest thing from flexibility, which can hold your business back in these modern times.

  1. You have reached maximum user access

QuickBooks Customer Manager does precisely what it meant by ‘being held-up’ to your sales teams. By limiting your business endeavors to an upper limit of just four users, your team will without any doubts end up sharing accounts, leading to duplicate contacts and bad data.

Moreover, even if your current sales team is lesser than four sales reps, it is always best to think bigger and make your plans for a better tomorrow. Besides, it is more convenient to switch when your team is small, rather than re-train your sales reps once you have outgrown Customer Manager customer management platform.

Therefore, if you plan to expand the size of your sales team, you need a QuickBooks CRM solution like ConvergeHub that not only grows with your business but also makes your business grow as one of the best CRM for QuickBooks online.

  1. You are trapped in a software platform older than Windows 2000

Let us think back to the year 2000, when Gladiator and Cast Away were topping the box office, and Eminem’s Marshall Mathers LP and NYSYNC’s No Strings Attached was the top selling albums on the list.

There can be no excuse in 2018, to still rely on a software that only supports Windows 2000 since if someone tries to sell you a car, phone, or a computer from 2000, would you not laugh them out of the room.

Therefore, adhering to the same logic, should you not be using easy to use CRM software that is compatible with your phone, computer, and tablet.

Using ConvergeHub CRM, which is one of the most popular QuickBooks CRM, helps your sales team to have a full access to your customer and sales info, since using QuickBooks for accounting, and at the same time viewing the customer details, products, invoice and payment information directly in your CRM helps in follow-ups, reminders, customer service and business process automation.

  1. You need a software solution that will support you

Even the best pilot all across the world needs a copilot. However, if you are in the cockpit with Customer Manage, you will not get any technical help, since the software is presently discontinued.

As your small business grows in size, you will undoubtedly need to customize your easy to use CRM platform to suit the ever-expanding requirements of your team, and with that comes the need for support.

Therefore, for better lead management, access to cleaner QuickBooks software, zero double entry errors, data security, automated sales processes, enhanced sales efficiency, empowered customer service, robust marketing automation, and unparallel customer support you need a QuickBooks CRM software like ConvergeHub, which provides you customer engagement that businesses strive for in the present times.

Takeaway

ConvergeHub CRM is rated as the #1 QuickBooks CRM software, which allows you to sync all your data in real-time with QuickBooks Online and relieves the stress of managing customers and leads with an easy to use, and comprehensive user interface.

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So why wait, click here for a 14-Days FREE Trial of ConvergeHub QuickBooks CRM , and find the efficiency of both these software solutions that will help your business to grow, if you are seriously considering having an integrated CRM with your QuickBooks accounting platform.