Top 7 CRMs for QuickBooks Integration & Why Integrate with QBO?

Before jumping into QuickBooks CRM Integration, Let’s understand QuickBooks and CRM individually and their statistics.

An Introduction to QuickBooks: Streamlining Financial Management for Businesses

QuickBooks is accounting software that helps small and medium-sized firms to handle the finances of their businesses. Businesses can use QuickBooks to create and send invoices, receive payments, track revenue and costs, control inventory and payroll, and produce financial reports.

QuickBooks has two versions: Desktop Version and Cloud-based version — QuickBooks Online. You can access QuickBooks Online from anywhere in the globe using any device that is supported.

Some Interesting QuickBooks Statistics:

• Quickbooks has a market share of 80.88%, which is much larger than Sage 50 (10.30%) and Xero (8.90%)

• According to the most recent data given in 2022, Quickbooks has approximately 26.56 million enterprises.
• QuickBooks Online is used by 5.3 million people globally.
• Top Countries that use QuickBooks

Why CRM?

The term “Customer Relationship Management” (CRM) refers to a software program that enables business owners to effortlessly keep track of all contact and develop relationships with potential clients and customers. Small-business CRM software uses the numerous spreadsheets, databases, and apps that many companies put together to track customer information. The overall effect was improved time management, organization, and client satisfaction.

A CRM links all of the customers and sales lead data in one location. Additionally, it compiles every interaction (including form submissions, phone calls, emails, and text messages), documents, quotations, purchases, and task related to each lead and client. To close a transaction or provide exceptional service, your entire team has access to those facts at the appropriate time.

CRM Statistics

• 91% of companies with more than 10 employees now use CRM software.
• Lead generation and customer retention — The largest use of CRM by application. These applications make up about 32% of CRM usage.
• 18% of a salespeople’s time is spent using CRM applications. While 61.7 percent of their time is spent using sales technology.

The biggest challenge while using CRM

Manual data entry — The biggest challenge of using CRM

Yes, that’s right….

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