{"id":3555,"date":"2018-10-04T08:30:52","date_gmt":"2018-10-04T12:30:52","guid":{"rendered":"https:\/\/www.method.me\/blog\/?p=3555"},"modified":"2023-12-15T08:58:03","modified_gmt":"2023-12-15T13:58:03","slug":"upgrade-your-lead-management-with-a-quickbooks-crm","status":"publish","type":"post","link":"https:\/\/www.method.me\/blog\/upgrade-your-lead-management-with-a-quickbooks-crm\/","title":{"rendered":"How to upgrade your lead management process with a QuickBooks CRM"},"content":{"rendered":"

<\/p>\n

From Pro to Premier to\u00a0Enterprise<\/a>, QuickBooks offers powerful accounting solutions for busy small business owners.\u00a0When it comes to any transaction that involves money changing hands, QuickBooks definitely has you covered.\u00a0<\/p>\n

But where does that leave you when you\u2019re dealing with non-financial matters like your\u00a0lead management<\/a>\u00a0process?<\/p>\n

<\/p>\n

<\/p>\n

The challenge: A disconnected lead management process<\/h2>\n

<\/p>\n

<\/p>\n

There’s no doubt that your lead management process is a crucial part of being profitable.\u00a0After all, you can’t increase your revenue unless you continuously find and nurture new leads.\u00a0<\/p>\n

The challenge here is that leads are potential<\/em> customers who aren\u2019t yet associated with real dollars.\u00a0As a result, it’s tricky to determine how and where to manage your relationships with them.\u00a0<\/p>\n

Many QuickBooks users handle their lead management process in one of two places:\u00a0<\/p>\n

    \n
  1. QuickBooks itself\u00a0<\/li>\n
  2. In spreadsheets<\/li>\n<\/ol>\n

    If you use QuickBooks for your lead management process\u00a0<\/h3>\n

    Since you can\u2019t create\u00a0estimates<\/a>\u00a0or proposals\u00a0for leads in QuickBooks, they often get added to QuickBooks as customers.\u00a0<\/p>\n

    The problem with this is two-fold:<\/p>\n

      \n
    1. You have leads in QuickBooks as real customers \u2014 which is optimistic but not accurate.\u00a0<\/li>\n
    2. Potential sales are recorded as real revenue \u2014 which causes confusion and makes you think you have more money coming in than you actually do.\u00a0<\/li>\n<\/ol>\n

      This makes for a disorganized lead management process as, over time,\u00a0your QuickBooks account becomes cluttered with \u201ccustomers\u201d who have never purchased an item for you.\u00a0<\/p>\n

      If you use spreadsheets for your lead management process\u00a0<\/h3>\n

      The second lead management process that’s popular with QuickBooks users is the spreadsheet strategy.\u00a0<\/p>\n

      And while it works for some, it’s not without its limitations.\u00a0<\/p>\n

      Here are just a few problems that arise when you use a spreadsheet for your lead management process.\u00a0<\/p>\n

        \n
      1. You waste labor.<\/b>\u00a0Admin work is never fun or a value-add to your business. So, this isn’t something you want to\u00a0 your sales teams’ time going towards.\u00a0<\/li>\n
      2. Your data is outdated. <\/b>Spreadsheets need to be constantly updated to be effective. With the chaos of daily life, however, this is often unrealistic. The result of this outdated information can be calling a lead that’s already converted to a customer or badgering a lead who’s clearly stated that they aren’t interested in your product. Neither of which are desirable.<\/li>\n
      3. Leads slip through the cracks<\/b>. Like any manual process completed by humans, there’s bound to be errors made. In this case, leads get missed, overlooked, or have their contact details recorded incorrectly. The impact of this \u2014 you miss out on potential revenue and sales.\u00a0<\/li>\n<\/ol>\n

        How a QuickBooks CRM improves your lead management process<\/h2>\n

        <\/p>\n

        <\/p>\n

        If you\u2019re looking for a better lead management process, a\u00a0QuickBooks CRM<\/a>\u00a0is the way to go. Here’s why.\u00a0<\/p>\n

        A\u00a0QuickBooks CRM, like Method CRM, offers:<\/p>\n