For sales teams, both big and small, maximizing time wisely to meet and exceed quotas and goals should be a top priority. Unfortunately, many struggle with the monotonous tasks related to CRM activities, researching information about their leads and customers, looking at previous quotes and invoices, and other similar tasks. These often take up an unnecessary amount of time due to outdated software and systems that are in place.
In order to save time and improve sales operations, many companies are leveraging the power of Commercient SYNC, the industry-leading Integration Platform as a Service (iPaaS) for ERP and CRM integration. Our SYNC app solves one very common problem many salespeople and companies face on a daily basis; easily viewing all the data from your multiple types of software in one easy place.
In the following, we’ll take a look at how sales professionals and organizations benefit from seamlessly accessing critical data without unnecessary hassle.
Integrate Data Between ERP & CRM – Bring QuickBooks Desktop and HubSpot Together
As a leading CRM solution provider, HubSpot CRM and QuickBooks Desktop are being used separately by many sales professionals and accounting teams to track important data, create quotes, and invoice customers. In addition, enterprise resource planning, or ERP software, is also used in conjunction with this popular software.
As the important finance, HR, supply chain, procurement, and other important data is managed in the ERP software, this data is often unavailable within these other tools, including HubSpot CRM. As a result, time is wasted jumping between applications to try and make sense of the critical information within.
With Commercient SYNC, teams can easily access QuickBooks Desktop data directly in HubSpot CRM, such as products, estimates, invoices, and customers. The data that is created within HubSpot CRM is also SYNC’d over to QuickBooks, which helps avoid double data entry issues that are commonplace, plus ensures data accuracy.
Access Crucial Data, Anytime, Anywhere
For outside sales teams who are constantly on the road, wasting time with a myriad of software and apps can be frustrating and lead to lower productivity. Because of SYNC’s ability to connect ERP and CRM data without mapping, coding, and complicated and expensive technology, accessing important data on the road is now easier than ever.
ERP data is sent to HubSpot CRM, and HubSpot CRM data is sent over to QuickBooks Desktop, simplifying access, regardless of your location. In turn, sales teams save time which helps improve their efficiency, activities, and close rates.
Minimize Human Errors and Manual Data Entry
Manual data entry is one of the least loved tasks for any salesperson. This process not only takes time but often affects momentum and motivation. In addition, manual data entry often results in human errors. To minimize these issues and to help cheer up your sales staff, utilize SYNC for real-time data integration between your ERP and CRM.
Although this just scratches the surface, the benefits of the SYNC service are evident throughout many industries and are trusted by both large and small companies. In addition to the HubSpot CRM and QuickBooks Desktop integration, SYNC has over 110 systems in place. It can help with other software such as SAGE, Salesforce, Acumatica, Epicor, and more. Start integrating your data today, contact us to get started!