Improve your lead management with Pipedrive and QuickBooks
Pipedrive is an easy-to-use and affordable CRM, which allows you to manage your sales pipeline and transform your prospects into customers. You access a detailed overview of the progress of your leads and know when to chase up or not, when to send a proposal, etc.
Pipedrive is of course customizable according to the typology of your leads. The CRM also includes a mobile application and a dashboard for real-time monitoring.
It is an ideal solution for companies that want to professionalize their lead management quickly and simply.
A frequent concern in lead management is the updating of the various management systems. Thus, it is not uncommon to have a phone number in your CRM that is different from the number indicated in your accounting systems. Because your CRM has probably been updated, but not your books.
To put all the chances on your side and sign new contracts more easily, all you have to do is synchronize Pipedrive with QuickBooks. This eliminates data entry errors and duplication between your leads and your accounting. So, when you create a new lead on Pipedrive, QuickBooks will automatically register this information and create a new customer account.
Integration with QuickBooks will also allow you to automatically generate quotes, invoices or credit notes based on the status of a lead in your pipeline. And it works both ways. Thus, when a customer payment is recorded in QuickBooks, it will automatically update your customer’s status in Pipedrive and vice versa.
It also allows your sales representatives to access the customer’s sales history, to better adapt to their needs.
How to proceed?
As a digital chartered accountant, Blendy by Cogesten has been QuickBooks certified for over 15 years. We help you to define your sales pipelines and the desired automation with QuickBooks on Pipedrive. We also support you to integrate your other applications with QuickBooks to automate the synchronisation of all commercial, financial and logistical information with your accounting.
Book a call with our experts now to define together the workflows and financial processes necessary for the successful development of your company.
Blendy by Cogesten, English and French speaking Online Chartered Accountants, supports you to remove 100% of your non-value-added tasks.
Blendy by Cogesten (BbyC) – #Experts-comptables3.0 – QuickBooks Premium certified
Excellence for your growth!