March 31, 2020

Integrate Your CRM and Accounting Software?

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Why Integrate Your CRM and Accounting Software?

Why Integrate Your CRM and Accounting Software?
Why Integrate Your CRM and Accounting Software?

As your business grows, you will commonly find yourself looking for scalable accounting software like Gravity Software. Your first issue is that you simply need more “processing power” as there is more data related to your expanded business. Then you need to deal with the fact that your business really includes several business entities offering different products and services from several locations. While these separate entities may be separate legal structures, they are still yours and you need to manage them efficiently. Gravity Software is designed to solve both of these issues. But, Gravity Software can do more for your business by joining various business functions like accounting and CRM within one program. Why integrate your CRM and accounting software? Here are our thoughts on the subject.

Integrating CRM and Accounting in One Multi-entity Program

There are computerized systems for managing pretty much any aspect of your business. There are business intelligence solutions like Microsoft Power BI. You have bookkeeping and accounting software and you have inventory management software. Hopefully, the two of them are integrated or you are doing a lot of unnecessary data entry. As your business has grown you have added tools to track and manage your marketing, customer service, and other issues that are not directly bringing in money and as such are not showing up in your accounting. Unfortunately, you have information in the CRM realm that is not showing up in your financial reports either at the end of the month or in real time, unless you skip back and forth between two computer programs.

Cut Out Duplicated Efforts and See the Real Picture by Integrating CRM with Accounting
Cut Out Duplicated Efforts and See the Real Picture by Integrating CRM with Accounting

Cut Out Duplicated Efforts and See the Real Picture by Integrating CRM with Accounting

So much that leads to success in business these days has to do with cutting out duplicated efforts, improving cross communication and collaboration within the business, and having real-time access to all aspects of your business operations from one vantage point. When your bookkeeping, inventory management, CRM, and other business functions are in their own little separate empires, you are typically missing out on business opportunities as well as not seeing the hidden costs that are robbing you of profits.

Why integrate your CRM and accounting software? What do you get out of it? You can see all vital customer information at a glance and speed up multiple business processes by eliminating duplicated effort and unnecessary data entry. Your business becomes more efficient and you simply save money by reducing the now-unnecessary tasks of “hand-carrying” information from one computer system to the next. Such systems are capable of integration. You simply need to find the one that works for you.

Why Choose Scalable Gravity Software to Integrate Your CRM and Accounting?
Why Choose Scalable Gravity Software to Integrate Your CRM and Accounting?

Why Choose Scalable Gravity Software to Integrate Your CRM and Accounting?

Now we are back to our original point. Your business has outgrown its old accounting software. You need a solution that tracks multiple business entities in real time and allows data entry from, access to information from, and reports to multiple parts of your organization. As you are doing this, you also want to upgrade the degree of cross-communication between the various parts of your business. You know that by doing this you will reduce duplicated work and make virtually all parts of your business operation more efficient and profitable. As the top accounting firm in the Kansas City area, we commonly see this situation and our suggestion is to take a look at Gravity Software.

For help deciding if you are due for an accounting software upgrade and if a scalable system that integrates accounting, CRM, and other functions is right for you, contact us today at Exigo Business Solutions in the Kansas City area.

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