January 24, 2017 ~ Jen Cohen Crompton
Have you considered the benefits of software integrations? By merging platforms, your financial data could be next to your customer data. This would give you access to individual profiles that have data points and details that allow you and/or your team to understand your customers through a more detailed lens.
Would this be a game-changer? This could be real life.
By integrating your accounting and CRM platform data – and making those platforms communicate – your company could create a more efficient process. This would allow you to manage your client interactions from the relationship and financial sides without consulting multiple sources.
Even more importantly, these holistic client profiles could positively impact your bottom line.
Consider these three reasons why your accounting and CRM platforms need to communicate.
While a integration between your platforms may not be one that you are not ready to implement right now, consider asking yourself, “How will this help my business?”
If the answer includes benefits that could positively impact your bottom line, consider making this – or other software integrations – a priority instead of just an option.