Accounting Link (2MB pdf option)

Designed for use with QuickBooks®

 

Key Benefits

• Link directly to QuickBooks
• Generate new quotes and invoices
• Access full financial history

 

Get a full 360° view. Maximise customer satisfaction.

Capitalise on the wealth of information stored in your QuickBooks accounting system. Maximise the productivity of your sales and service staff with access to customer financial data directly through an interface they are comfortable with Maximizer™ CRM. Link customer records with QuickBooks to reduce redundancies, provide a 360° view of customer information, and maximise customer satisfaction.

 

Service customers efficiently and effectively

·         Give your frontline staff immediate access to customer’ financial data to answer questions faster.

Look up a customer’s credit limit, balance, quotes and past invoices without having to contact the accounting department or install another application.

 

Deliver accurate quotes

·         Provide customers with accurate, timely quotes by retrieving up-to-date prices and inventory levels from QuickBooks.

·         View the status of a customer’s unpaid invoices before quoting on a new order.

·         Save time creating quotes and entering invoices by working from one screen in a customer’s Maximizer CRM record.

·         Automatically save a complete history of transactions to the customer’s record

• View and create purchase orders for your suppliers.

 

Monitor critical business activities and respond to opportunities

Respond to critical business activities and follow up on every opportunity. Save time by monitoring business in QuickBooks and Maximizer CRM with Workflow Automation.

 

Examples:

·         Automatically send a “Thank you” email to a customer when their order ships.

·         Send an email to the account manager when a customer with a pending sale is put on

 

Deploy and link quickly

·         Match and link Maximizer CRM customer records to your QuickBooks database with one

·         Maintain accuracy and quality of your data by setting up security rights for individual them to view or edit transactions without creating new ones.

·         Show information at-a-glance by linking QuickBooks fields with Maximizer CRM custom the Customisation Suite.

  

Get Maximizer CRM today and get Simply Successful CRM.