CRM Radio by GoldMine

CRM Radio by GoldMine

Best practices in customer relationship management (CRM Management) from GoldMine CRM and host Paul Petersen... Show More
February 12, 2020 24 min

As the host, Paul Peterson reminds us, the C in CRM represents the customer, so having a CRM system integrated with accounting is a very positive benefit for a company’s sales management and salespeople.  In this interview, Paul talks with Joanne Wilson of The Trainers Advisory Network LTD.  They discuss the power of GoldMine CRM and its connection to QuickBooks. 

----more----

  • How salespeople and sales managers benefit from connecting their CRM to QuickBooks
  • The benefits of getting a whole picture of a customer in one central repository
  • The paybacks of creating a new record in GoldMine CRM which creates a record in QuickBooks
  • Salespeople love the connection with QuickBooks so that they know if their customers have been invoiced and when they paid
  • The advantages for sales when QuickBooks create a client summary report
  • ___________________________________________

    CRM Radio is hosted by Paul Petersen of Goldmine CRM by Ivanti which is a program on the Funnel Radio Channel.  GoldMine is the sponsor of CRM Radio.

       

    Share
    Mark as Played

    Chat About CRM Radio by GoldMine

    Popular Podcasts

    13 Days of Halloween
    13 Days of Halloween
    Welcome to Hawthorne Manor. As our newest arrival, the caretaker himself (Keegan-Michael Key) will be providing a daily tour and introduction to another guest. Please remember to wear headphones throughout your stay. And make yourself at home. After all, this is it! A production of iHeartRadio, Blumhouse Television, and Grim & Mild from Aaron Mahnke.
    Halloween in Hell
    Halloween in Hell
    A scripted horror musical podcast, just in time for Halloween. Rock legend Tommy Lee stars as the Devil, featuring original music and performances by Machine Gun Kelly, iann dior, Dana Dentata, phem, and 24kGoldn. On Halloween, Satan lures three performers to his sadistic game show in Hell where they must perform or die. The winner returns to Earth. The losers will play out their showbiz careers in fiery hellfire and damnation.
    Stuff You Should Know
    Stuff You Should Know
    If you've ever wanted to know about champagne, satanism, the Stonewall Uprising, chaos theory, LSD, El Nino, true crime and Rosa Parks then look no further. Josh and Chuck have you covered.
      Music, radio and podcasts, all free. Listen online or download the iHeartRadio App.

      Connect

      © 2020 iHeartMedia, Inc.