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August 4, 2008

Getting the Most Out of CRM

Filed under: Data Integration — Alena Semeshko @ 7:14 am

Integrating Customer Relations Management and bookkeeping is probably high on the ToDo list of many companies. No wonder, the two working together can create a powerful management tool.

Richard Barrington in his article for VendorGuru exploring the opportunities that CRM can offer if combined with Marketing/eCommerce, Operations and Accounting, writes:

If accounting information is integrated into the CRM system, it can become a tool for financial management. For instance, customers can be analyzed and prioritized according to profitability. Also, customer sales and cost trends can be used for budgeting purposes.

Salesforce CRM and QuickBooks are rather influential players on the two respective markets, so acquiring a service that synchronizes data between Salesforce.com and QuickBooks shouldn’t go unnoticed for the companies deploying the two tools. That explains the recent increase in the interest and the demand for correct integration of CRM and accounting services.

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