Heard enough about CRM? A WAC Consulting Quick-Tip Sheet

This is Part Five of our CRM series, where we'll present you with key questions regarding Accounting Integration.

Accounting Integration

With ACCPAC CRM, you can quickly analyze, manage and synchronize sales, marketing and customer care activities across all points of contacts,. Regardless of how, when or where your customers, partners and prospects choose to interact with your company, ACCPAC CRM gives you a decisive a advantage by providing comprehensive, easy-to-use tools to successfully manage these relationships.

And this means nothing if your CRM system is not tightly integrated with your accounting system!

Ask yourself the following questions:

  • How are inaccuracies negatively impacting your organization?
  • What information or reports are being requested that currently cannot be generated or delivered?
  • Which reports are produced that include information that exists "somewhere" and needs to be manually completed?
  • How can your current system integrated with your e-business initiatives?
  • What information do you need to make strategic decisions?

Integrate the back-office

Direct your efforts toward integrating your new ACCPAC CRM system with your back-office accounting data. Most organizations want the ability to push transaction data from their accounting databases to their CRM system and vice versa. You will want to have this critical piece completed and tested before launching the CRM system.

Learn more

Read Part One: Contact Management

Read Part Two: Sales Efficiencies

Read Part Three: Marketing Efforts

Read Part Four: Customer Support and Service

 

 

 

 

 
 
 
   
   
   
 
   
   
   
   
   
   
 
 
     
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