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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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