Accounting Integration with RedHorse CRM
Overview of the QuickBooks Integration
More than ever, organizations are seeking to ensure that they will realize a valuable return on investment from their CRM system. Companies must first have a clear understanding of what information they want to gather and how the CRM system will be used to capture and analyze this data to improve efficiency and customer service.
When selecting a solution, consideration must be given to how quickly, easily, and seamlessly integration with other applications can be achieved. RedHorse CRM provides an integration with QuickBooks Pro 2003 and above. This function provides an easy means of integrating RedHorse CRM and QuickBooks, utilizing an integration module developed specifically for QuickBooks. By using this module, integration time can be greatly reduced. RedHorse CRM allows users to view customer and vendor information from QuickBooks directly in RedHorse CRM, as well as automatically transfer contacts, utilize QuickBooks inventory records and turn RedHorse CRM quotes into QuickBooks invoices.
After enabling the seamless integration between RedHorse CRM and QuickBooks, employees can click folder tabs to access information from QuickBooks including:
- Customer Information
- Vendor Information
- Purchase Orders
- Invoice History and Details
- Credit Status
- Account Balance
In addition to viewing the above information, automated data updates to Quick-Books greatly reduce unnecessary duplicate data entry and facilitate data consistency throughout the enterprise. The tight integration and access to information has many benefits, from reducing user account management and end-user training on multiple applications to increasing data integrity and improving efficiency, plus decreased usage licensing costs for integrated applications like QuickBooks. You only need 1 seat of QuickBooks, even if many employees are using RedHorse CRM.
Increased Productivity and ROI
Your organization has already made an important strategic decision to keep customers for life by selecting RedHorse CRM for your CRM initiative. If you have already made an investment in QuickBooks as your back-office accounting solution or are thinking of selecting QuickBooks, RedHorse CRM's integration with QuickBooks will help you realize a return on investment in no time! One of the qualities that sets RedHorse apart from other CRM providers is our commitment to bringing integrated front-office and back-office solutions to our customers with ease.
It's with this high level of integration that we provide the promise of a 360-degree view of your customer — thus empowering everyone in your organization — from sales and marketing to accounting and finance to shipping and support — to work together, efficiently, in the business of building profitable customer relationships!
RedHorse CRM with QuickBooks integration gives your employees greater customer insight by enabling them to:
- Get a true 360-degree view of your customer on one screen
- Quickly identify cross-sell and up-sell opportunities
- Easily access account balance information
- Identify additional purchasing power — or lack thereof
- Identify availability of products for sales
- Quickly assist customers with order status
- Generate more accurate quotes and proposals
- Avoid redundant data entry
- Maintain data integrity through automatic updates between systems
- Reduce the need to login and learn the QuickBooks interface by accessing information directly from RedHorse CRM
There’s no easier way to move more customers through every stage of your company’s sales cycle. For instance, your sales team can generate quotes or proposals, and automatically turn them into invoices, estimates, or sales orders in QuickBooks. These orders can then be processed in QuickBooks, and once processed, this information is available for viewing in RedHorse CRM.
RedHorse CRM - Fully integrated software for maximum efficiency:
RedHorse CRM is a fully integrated solution that covers all aspects of your business, including, marketing automation, lead generation and tracking, quoting, sales, order entry, contact relationship management, help desk, ticketing, project management, surveys and analysis, RMAs and more. The strength of the product lies in its non-modular design that enables you to enhance your business productivity significantly without ever having to purchase and integrate separate third party software applications. With RedHorse CRM, you get a powerful yet affordable 'all-in-one' small business management software solution right-out-of-the-box!
Contact BestFit Solutions today at (503) 206-0333 to learn more about all this great software has to offer you!
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