The value of integrated solutions for small business

Wendy Rule posted in Crm, Sales, Product April 8, 2009

This blog post was written before Javelin was renamed to Capsule. See this post for more details.

Javelin is days away from an upgrade where we are moving into a significantly new world for our Javelin users. We have integrated Javelin with two online accounting systems.

Why have we done this? One of the criticisms of CRM’s is the difficulty of maintaining accurate data. If you are not actively updating the information, no matter the quality of the CRM solution, it will fall into disrepair. Rubbish in, rubbish out.

I know this from personal experience. I am in a part-time buy-to-let partnership and we use an accounting package, a landlord system, and a bunch of excel spreadsheets. We have to key the bank details into the accounting system, we have to duplicate the contacts, and we have stopped using the landlord system for anything other than letters and the core contact details – even though the system offers much more.

The good news is that we have integrated the best CRM, Javelin, with the best accounting packages so you manage your data more easily. What a transformation from when these systems were disconnected. Accounting information is on the same page as all the other information about the customer – at a glance you can see the invoice status on the customer record, along with last contact dates, history of contacts and any pipeline business. So if you are chasing an outstanding invoice you can see the value of new business alongside the outstanding invoice before making the call to the customer. There are also some cool features like moving between systems being as simple as a click-of-a-button.

Personally, I hope other service providers will understand this need and start providing integrated solutions for their users. It is time for small business to get the benefits of SaaS well beyond discussions around a lower cost threshold and much reduced IT support. I am proud that we are leading the way in providing a service that is truly beneficial to you.

Read more about crm

6 Steps to Successfully Migrate CRM Data

There are a few things to consider when switching to a new CRM, especially around data. We share some best practice so you get it right first time.

How to measure customer health

A customer health score is a crucial business metric for customer success and growth but where do you start? Here's a guide to walk you through the process.

The Best Free CRM: An Expert Guide to Choosing

Looking for the best free CRM? Look no further. This blog guides you through the decision making process.

Get started

Trusted by thousands of businesses worldwide

Sign up for free