Why link CRM and Accounting Systems?

Why link CRM and Accounting Systems?

As I have mentioned before, one of my favourite “quick wins” for a business is connecting up their accounting system (be it MYOB, Xero or Quickbooks – now Reckon Accounts in Australia).There’s so much benefit in doing this, I thought it deserved a post of it’s own.

Get data to the sales team

If you already have an accounting system, you’ll have a whole array of customer data – names, addresses – what you sold & when you sold it.  You’ll know the total sales value for customers, margins, profits and a whole heap more.

This data can be provided to the sales team – in summary form if preferred – or in detail too.


Streamline Account Setup

In most businesses the customer hits CRM first (it’s a lead or opportunity) and then, at some stage (either when an account is requested or the first sale made) it needs to be sent to the accounting system.   By linking CRM and your accounting software, the transfer can be performed with a single click – no waiting for accounts, and no giving sales team access to your MYOB/Quickbooks.

One Master Product List

Do you have an excel price list, MYOB/Xero/Quickbooks price list, shopping cart price list and CRM price list ?   Are they in Sync?    With CRM linked to your accounting system, you maintain your prices in one place and they can be shared with the other systems as needed.

Implement “Missing” Features

One of the great benefits of linking your Tall Emu CRM to your accounting system is you’re able to implement missing business features.   For example – we have implemented an automated invoice reminder system – which can automatically remind people when invoices are overdue, or schedule calls to them.

Take orders efficiently

What’s your order-taking process like ?   With CRM and Accounting system linked up, you can create the quote – sale – invoice – collect payment using eWay – and transfer the whole lot to the accounting system of your choice.

Targeted Marketing

What blog post would be complete without the good old “find all the people who bought X but not Y and send them an email”?

Using the data from your accounting system opens up a whole array of possibilities for you.