As the host, Paul Peterson reminds us, the C in CRM represents the customer, so having a CRM system integrated with accounting is a very positive benefit for a company’s sales management and salespeople.  In this interview, Paul talks with Joanne Wilson of The Trainers Advisory Network LTD.  They discuss the power of GoldMine CRM and its connection to QuickBooks. 

How salespeople and sales managers benefit from connecting their CRM to QuickBooks
The benefits of getting a whole picture of a customer in one central repository
The paybacks of creating a new record in GoldMine CRM which creates a record in QuickBooks
Salespeople love the connection with QuickBooks so that they know if their customers have been invoiced and when they paid
The advantages for sales when QuickBooks create a client summary report

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CRM Radio is hosted by Paul Petersen of Goldmine CRM by Ivanti which is a program on the Funnel Radio Channel.  GoldMine is the sponsor of CRM Radio.