QuickBooks does offer some order management tools, though limited. As your business grows, you will run into those limitations. The solution is to find order management software that is more powerful and designed for B2B companies, yet integrates with QuickBooks so you don’t have to start from scratch.
When do you know it is time to take your QuickBooks order management software to the next level?
Let’s take a look at 5 signs that tell you it’s time to make the move:
1. Can’t Find Information Quickly
Are your employees spending more time looking for data than actually using the data to make informed decisions? A web-based order management system makes it easy to find data because each customer’s account information is centrally located and accessible from anywhere at any time. You don’t need to wade through multiple spreadsheets to find the information you require.
2. You Have Error Creep
Humans make mistakes. That can obviously cause problems when your business relies on manual data entry. The more places that data is entered, the more the chances for error increase. Order management software combats this problem in two ways. With an order system integrated with QuickBooks, any order information created updates QuickBooks automatically, and any information entered into QuickBooks can be pulled by the order software. Reduced manual entry of data, reduced chances for errors. Additionally, order software that allows the customer to enter his or her own orders reduces the risk of an order being taken or entered wrong.
3. Too Much Time Spent Answering Questions
Your customers want to know the status of their order, or need to tell you of changed billing information, or want to know if you have a product in inventory. They have to call you, which means they are dependent on your business schedule, and it takes employee time to look up and provide the answers. Save time and money by having order management software that allows the customer to look up most of the questions they may have. Your customer gets the information they need, when they need it, and your employees can focus on other business tasks. Your sales reps don’t have to spend time tracking down information, for themselves or customers, and can concentrate on selling.
4. Reports Take Too Long to Generate and Lack Information
QuickBooks on its own can only handle so much data. When reports start taking too much time to generate, it’s a sure sign that it is time for order management software that can efficiently handle the growing data. With multiple order channels, it is possible for orders to be overlooked or “lost”. Having a centralized order system reduces this. It also means that creating meaningful reports will be easier. You’ll find that, in time, the web-based order software will be the main channel used due to its convenience and superior customer experience.
5. You Can’t Adapt to Change Quickly
Do you find yourself a step behind your competition? Because of the limitations of QuickBooks, when information can’t be found quickly, when meaningful reports can’t be created and accessed on demand, when errors cause unreliability, and when employees are drawn from other tasks for customer support, you cannot quickly adapt to changing market situations. With a centralized web-based order system, spotting customer order patterns and emerging trends is possible, which can benefit your sales reps and help you manage inventory appropriately. It is easy to make price changes and promotional offers per customer to meet his or her needs. Not being tied to manual data entry or customer support, your employees are able to take on tasks that will help the company adapt and grow.
Call Now Commerce today for a free demonstration of how you can take your QuickBooks to the next level with integrated order management software.