Getting Paid and Managing Customers Now Easier for Small Businesses with Integrated CRM Solution
Summary
HubSpot for QuickBooks helps solve the cumbersome process of manually transferring information from a CRM into a financial management system when a sale is closed. Typically, this requires coordination between the sales and finance teams and involves manual input into email, a spreadsheet, or an online documentation program. “By teaming up with HubSpot, we are helping small businesses digitally transform and address their top two pain points — getting paid and managing customers,” said Bobby Morrison, chief sales officer at Intuit. “Businesses have become more aware of the importance of creating a great customer experience, and their efforts must include both front and back office functions. The platform includes marketing, sales, service, and website management products that start free and scale to meet our customers’ needs at any stage of growth.
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