A CRM helps you centralize and track your customers and leads. It simplifies the process of managing your activities and follow-ups so you have a more accurate view of your sales pipeline.
The problem is, manufacturing CRMs don’t always work how you need them to and often slow you down. Some don’t sync with QuickBooks, leaving out important sales transaction information. Others offer a one-size-fits-all solution when your manufacturing workflows and processes are anything but one-size-fits-all.
So, if you’re wondering whether your current CRM is the right fit for you, you’re not alone. In fact, our research indicates that teams are so unhappy with their CRM that 40% of them actually switch to a different platform. Most switch after realizing their initial CRM was lacking features critical to their sales process and industry.
Here are two reasons why you’ll want to consider switching CRMs:
#1 Your QuickBooks integration could be (much) better
Demand for QuickBooks integrated CRMs is on the rise, with more QuickBooks users looking for a better customer management solution. In response to the demand, QuickBooks has released their recommendations for the best CRM apps.
Truthfully, syncing with QuickBooks can be an absolute nightmare. The last thing your business needs is missing data or an integration that forces your computer to crawl along at a snail’s pace.
An instant, automated QuickBooks sync like Method:CRM has for QuickBooks Desktop and Online, however, overcomes this challenge. Method:CRM syncs with QuickBooks behind the scenes, so your invoices, vendor, and customer information are always up-to-date on your CRM and QuickBooks accounts.
When you use a tool like Method:CRM, you can instantly send QuickBooks transactions like purchase and sales orders to your customers from any device. The speed and efficiency solutions like Method:CRM enable, let you:
- Follow up with your customers faster
- Close deals at a higher rate
- Shorten your sales cycle
- Deliver the best customer service possible
#2 Customizing based on your workflows is impossible
Your business is unique, so why should you settle for an off-the-shelf sales CRM that doesn’t work the way you need it to?
You go out of your way to offer your customers everything they need, so your CRM should do the same for you.
But the truth is, no CRM is pre-designed for your manufacturing business.
Every manufacturer has particular sales reporting or management features that are integral to the business. And whether that’s monthly revenue reports or inventory tracking, Method:CRM is fully customizable to fit your manufacturing sales workflows. And if your business needs support to customize, we’ll work with you to make it happen.
Sales management made easier
If you’re ready for a refreshingly simple approach to managing your customer relationships, sign up for a free trial of Method:CRM and discover what makes us the #1 CRM for QuickBooks.
Start your trial of Method:CRM.
