{"id":2226,"date":"2017-06-13T07:00:17","date_gmt":"2017-06-13T11:00:17","guid":{"rendered":"https:\/\/www.method.me\/blog\/?p=2226"},"modified":"2023-12-15T08:56:32","modified_gmt":"2023-12-15T13:56:32","slug":"outgrown-quickbooks-need-crm","status":"publish","type":"post","link":"https:\/\/www.method.me\/blog\/outgrown-quickbooks-need-crm\/","title":{"rendered":"The top 6 signs you\u2019re outgrowing QuickBooks and need a CRM"},"content":{"rendered":"

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For most of entrepreneurs, accounting isn’t an exciting part of business operations. <\/p>\n

This is why many small and mid-sized business owners turn to QuickBooks when it comes to keeping their financial data in order.  <\/p>\n

And while QuickBooks is very powerful accounting software, it doesn’t meet every one of your business’ needs.<\/p>\n

When you come to this realization, it’s often because you are outgrowing QuickBooks and need tools that will support your business in areas beyond accounting. <\/p>\n

Today, we look at the top warning signs for outgrowing QuickBooks and share how a QuickBooks CRM<\/a>, like Method CRM, can extend the power of your QuickBooks account. <\/p>\n

How to know you’re outgrowing QuickBooks<\/h2>\n

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1. Sorting leads and customers is a huge headache<\/h3>\n

When was the last time you were sorting through customer lists in QuickBooks, wishing there was an easier way to organize and categorize your leads based on priority levels? <\/p>\n

If you’re outgrowing QuickBooks, the answer is recently. <\/p>\n

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While QuickBooks’ accounting system allows you to create leads, it doesn’t do a great job of differentiating potential customers from existing ones. This is confusing for two reasons: <\/p>\n

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  1. You have “customers” in QuickBooks who have never made a purchase from you.<\/li>\n
  2. Sales opportunities are recorded as real revenue.<\/li>\n<\/ol>\n

    If you’re outgrowing QuickBooks, your customer center is hard to navigate as it’s cluttered with leads that never converted to actual customers. <\/p>\n

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    2. Lead and customer details get missed<\/h3>\n

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    Creating and managing notes in QuickBooks for every active customer and lead is a time-consuming, manual process. <\/p>\n

    Even with the most detailed notes, you still have to keep track of each deal’s progression and follow-up activities. <\/p>\n

    And as your business grows, this becomes difficult and takes up more of your time. <\/p>\n

    At this point, it’s safe to say you’re outgrowing QuickBooks’ lead and customer management <\/a>capabilities and could benefit from the sales workflow<\/a> automation of a QuickBooks CRM.  <\/p>\n

    From instant lead capture to automated sales outreach<\/a> and scheduled follow-ups, a QuickBooks CRM like Method CRM helps you better nurture your leads and customers with less effort. <\/p>\n

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    3. You spend too much time on financial reports<\/h3>\n

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    There\u2019s no denying that QuickBooks is a great tool for financial reporting. <\/p>\n

    Like everything, however,  it has its limitations<\/a>. <\/p>\n

    While your sales reps can create reports in QuickBooks, it’s challenging to turn on and use features like classes or locations. <\/p>\n

    Never mind, adding custom entries like inventory management information or revenue projections into your reports.<\/p>\n

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    As a result, QuickBooks report generation is a tedious process that you can’t afford as a growing company. <\/p>\n

    Luckily, you can simplify this process with a QuickBooks CRM like Method CRM. Here’s how. <\/p>\n

    Method CRM makes it easy to build custom reports as you just drag and drop the information you want in your report with the Web Report Designer<\/a>. With Method CRM, your reports:<\/p>\n