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Creating efficiency with a fully integrated accounting and CRM system


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By now, just about every business implements some type of CRM system; and if you’re one of the few who doesn’t, you may want to reconsider. A good CRM system allows businesses to be more intelligent, so you can market smarter, care everywhere and sell effectively. What about Financials? Wouldn’t it be awesome to have your Financials and CRM in one database, one platform? Why not power your business so you can easily navigate from your financial business solution to your front office Sales, Service and Marketing?

More leads, customers and more sales

Let me introduce you to Microsoft Dynamics 365 CRM (aka Microsoft CRM). Dynamics 365 CRM helps sales people to be more productive so they can focus on delivering amazing customer experiences. Why not give your sales team the real-time insights to which campaigns are working best, so they can focus on the right leads? Dynamics 365 for Sales simplifies your business process so you can quickly go from lead to opportunity in no time.

A more efficient operation

With a fully integrated ERP and CRM system in place, your entire organization reaps the benefits. A more efficient operation means your team will have more time to spend on analysis, improving and growing your business. Providing easier access to customer updates (payments, invoicing, order history, changes and much more) creates a seamless process for not only your employees but your customers too.

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Improved data security

Having a solid business management system in place improves data security all around. You need a solution that can store and manage all customer and company data in one centralized location. Gone are the silos, those inefficient islands of data, which forced your team members to navigate from one database to another, logging in and out. Also, by having your data in one central location, you’ll eliminate the need to maintain separate databases and servers, ultimately saving time and reducing overhead.

Increased productivity

Consider a cloud-based solution to grow your business faster. A cloud-based solution, complete with all of your Financials and CRM data on one platform, allows your team to be just as productive in the field as they’d be if they were operating from the main office. Imagine the level and quality of service that your customers are receiving when any of your team members can provide quick, concise answers from anywhere.

When it comes to a solid, cloud-based solution complete with Financials and CRM, consider Gravity Software® (Gravity). Built on the Microsoft Power Platform (aka Dynamics 365), Gravity makes it simple for your business to operate from anywhere without all the startup costs associated with other accounting applications. Gravity’s goal is to fill the gap between entry level accounting software like QuickBooks and expensive enterprise applications like Sage Intacct. Why not put your Financials and CRM on a single platform that makes knowledge transparent throughout your organization? Learn more and schedule your online demo today.

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