Accounting is one of the most critical elements for all types of businesses. Hence, business organizations often rely on accounting tools to manage the flow of cash effectively. All in all, these tools aid in determining the overall financial health of a business.
Foundations is a widely used accounting tool,which is designed for contractors in the construction industry. On its own,Foundations offers a range of unmatched cost accounting and project management features.
At the same time, the integration of this tool with Followup CRM would yield a multitude of added benefits.
What is FollowupCRM?
Followup CRM is one of the most popular customer relationship management platforms, which is geared for the construction industry contractors. This cloud-based CRM tool makes it incredibly easy for contractors to follow up with clients, bids and leads.
What are the benefits of Foundations integration with Followup CRM?
Usually, business organizations have to rely on a number of different software tools to manage their operations. Often times, any two particular departments use different systems in complete isolation.
This is especially true for the marketing and accounting department. Where in reality, integration of the two could prove to be highly fruitful.
In this section, we discuss the benefits of Foundations integration with Followup CRM.
Clean management of sales data
When different systems are being used in isolation, important data is often manually updated in all of these systems.This often leads to the duplication of data, with an increased chance of human errors. Along with that, manual entry of data is time-consuming and may also cost some labor.
In this regard, an integration of these two tools can help businesses in ensuring quality data. This is because once the data is entered into Foundations, it would automatically get updated in Follow up CRM and vice versa. All it would take is a single click, for information to become available in the other system.
A full view of vital customer information
By integrating Foundations with Followup CRM,businesses can access all the customer data at one single place. This will remove the need to access multiple databases in order to acquire data. In this regard, Followup CRM can be used as the central hub from where data can be accessed. Consequently, this will save time and increase the productivity of the team.
Enhanced sales processes
Foundations can store quite a lot of valuable information about the various stages of sales processes. The integration would make this information accessible through Followup CRM. Ultimately, it can be used by contractors to make accurate and personalized quotes. Consequently,this will increase the revenue of the business.
Successful business organizations often follow a collaboration based model, where different departments work in unison to achieve a common goal. However, cross-collaboration is not easy! And for the most part, isolated systems are to blame.
A collaboration between the marketing team andthe accounts department in a company could actually yield amazing results and can raise the productivity of employees through the roof. And integrating Foundations with Followup CRM will make collaboration extremely easy for thesaid departments. This is primarily because of improved data accessibility and data sharing across the teams.
Well, in the past, the integration of the two systems was quite costly and complex. However, this does not apply in the present day. Foundations integration with Followup CRM is neither complicated or costly. Rather, it is quite an intuitive process that takes little to no time. At the same time, there are no additional costs other than the subscription costs of the standalone applications.