Question

The company uses QuickBooks, but they need another program or app to manage all the interactions they have with their customers (this is usually called a customer relationship management or CRM application). They don't want to enter every customer twice (once into QuickBooks and once into the CRM application). What do you suggest they do?

a) Manually enter customer data into both QuickBooks and the CRM application.
b) Use a third-party integration tool to sync customer data between QuickBooks and the CRM application.
c) Hire a data entry specialist to manage customer data entry.
d) Maintain separate customer databases in QuickBooks and the CRM application.

Answer 1

The most practical and efficient solution to manage customer data in QuickBooks and a CRM application is to use a third-party integration tool.

Step-by-step explanation:

A) Manually entering customer data into both QuickBooks and the CRM application would be time-consuming and could lead to errors and inconsistencies. It is not an efficient solution.

B) Using a third-party integration tool to sync customer data between QuickBooks and the CRM application is a better option. This way, customer data entered into one system will automatically be updated in the other, eliminating the need for duplicate data entry.

C) Hiring a data entry specialist to manage customer data entry would be costly and unnecessary when there are more efficient options available.

D) Maintaining separate customer databases in QuickBooks and the CRM application would result in fragmented and disconnected data, making it difficult to track and manage customer interactions.

Overall, option B - using a third-party integration tool - is the most practical and efficient solution for managing customer data in both QuickBooks and the CRM application.