We’ve all heard of the saying “work smart, not hard”.  But when it comes to managing your entire organization, how does your company work?  Many small businesses have decided to “work smart” by capitalizing on their current business relationships and better managing their sales, projects and billing by making an investment in an integrated CRM (Customer Relationship Management) system.

 A CRM for QuickBooks can give your sales team the tools they need to upsell and quickly respond to customer inquiries, all while eliminating double-data entry.

So, how do you know if your organization would benefit from implementing a CRM? 

Here are nine tell-tale signs you need a CRM:

  • Business is stagnant
  • You miss revenue projections
  • You are losing business
  • You are surprised that a customer left
  • You are not making informed business decisions
  • Communication breakdowns are becoming common
  • You can’t monitor tasks and project performance in real-time
  • Your organization has non-existing or broken processes
  • Key information is scattered across isolated applications

An integrated CRM, like Results, connects all departments together, becoming your “one-stop-shop” for accessing company information. 

Stop by our booth to learn more about how to start getting results for your organization!