Why would anyone want or need a CRM Accounting Software?  If they are comfortable with the tools they’ve been using for ages – Excel spreadsheets, ledgers, notebooks – and if they’ve worked until now – why not continue?  When a business grows to a certain size, entering and viewing data from all these sources can become time consuming and the potential for errors increases.  When the amount of time and errors becomes an expense worth noting, this is when it is time to use a fully integrated solution.  CRM Accounting Software will automate many of these tasks, integrate this data from its various sources and softwares.  This saves time, reduces errors and your overall cost of operations.

What is a CRM?  A CRM (short for Customer Relationship Management Software) is software to assit you in maintaining customer information from the very beginning of the prospective customer phase, to the purchase phase, to beyond. It helps you move customers efficiently through your pipeline and allow you to follow up with them again in the future.  Multiple users can access a CRM from any location without the hickups you might encounter when using a non-CRM accounting software such as QuickBooks.

Stay on Track with CRM Accounting Software

CRM Accounting Software helps you stay well organized and integrates with your existing accounting softwares.  By collecting data it gives you the opportunity to analyze the information you collect on your customers for marketing, advertising and product decisions.

It also streamlines customer service, giving you complete access to the entire history of your customers interactions with you. A happy customer makes it much more conducive for them to do business with you in the future. If you are not able to easily track all of your customers interactions, ask yourself – How much money you are loosing by missing out on marketing opportunities, upsales and potential repeat customers?  With CRM Software such as SAP Business One from Covient you will have access to that information all conviently from within one CRM.

Here are a few advantages to using CRM Accounting Software:

• Allows for customer specific services – You can easily adapt your business model for different customers so that you are more likely to keep them on as customers and attract new ones. SAP Business One provides you the ability to manage each customer’s specific business needs.

• Cross business integration – CRM Software can be integrated with other applications you use in your office. You can send faxes, send emails, write letters, and even make phone calls from within your CRM Software. Each point of communication is recorded and logged.  This information can be pulled up at any time by users of the system who have access based upon their role within the company.

• Near unlimited storage – How many customers do you have and how many do you want? Even if you had a customer base rivaling Microsoft, CRM Accounting Software from Covient can manage all of them for you.

• Group and User Management – Your information is secure and protected.  Control by groups or on a per user basis who can access what areas of the system.  Representives can access their own accounts, Managers can oversee their entire departments while business owners can have all access.

• Access Remotely – Be in control of your business, from home or anywhere. The software is encrypted and protected so only you or your staff can have access.

• Customer Satisfaction – Because our CRM software allows you to keep track of all your customer interaction, you can now work to improve processes that have failed your customers and highlight processes that are good for business.  This will lead to an improved customer experience from which you can continually improve upon.

Accounting Software CRM’s have come a long way in the past few years.  From small mom and pop businesses to large organizations the ability to effectively manage your customers is a distinct competitive advantage. Consider these advantages and make the right decision for your business.  If errors and time spent on accounting have become costly, then an accounting software CRM such as SAP Business One may be the right solution for you.