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. 


  • 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.


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