Help! My Organization is Disconnected… 

Help! My Organization is Disconnected… 

October 20, 2022

It is 2022 and it is still common to see organizations use separate disconnected systems for invoicing, project management, inventory, billing, and Customer Relationship Management.

Are you managing your organization with too many, and scattered spreadsheets?  Do your people trust the information coming from your ERP/Back-Office? Has your sales team ever presented a prospect with outdated or incorrect pricing and no inventory?

What’s The Real Issue?

What are some other signs we hear from our customers here at 7Ones? Typically, there is a communication gap between accounting and the sales team(s), so vital and essential information is missing when needed. A client is on credit hold, but an account manager still creates an order because they are unaware of that. Your inventory information is not updated, so customer quotes and promise dates are inaccurate. I am sure we have all been here.

Having no integration between your front- and back-end systems, you most of the time end up with silos of information that require manual data entry or import functions which cost you both time and resources. Disconnected systems lead to multiple versions of the truth, poor visibility, human error and an overall lack of control. Additionally, employees are unable to coordinate their actions with the right data, which adversely affects the customer and the bottom line.

With this said, take a moment and consider what tools you and your team members use on a daily basis. Are these tools still helping you run an efficient and successful business? What can be done to mitigate the above-stated risks and create better- and more efficient sales teams? In the best-case scenario some, or all of these systems are integrated and data flows between them.

If your company is using Microsoft Dynamics CRM (Customer Relationship Management) and Intuit QuickBooks Online and wants to change the game for your entire organization by connecting every department with data they can trust, 7Ones transforms productivity with all departments working from the same playbook.  
We offer a bi-directional data sync that connects your QuickBooks accounts, invoices, products, contacts, orders, and invoices to Dynamics CRM.

The 7Ones Lightning QuickBooks Connector for Dynamics 365 links your CRM directly with QuickBooks, so you can spend less time entering data and more time growing your business. Track every lead, create estimates, convert opportunities to customers and transfer to QuickBooks in one click.

Connect your accounting and project management within Dynamics 365 and provide your team untethered access to pricing and product data, in the office and in the field. With the 7Ones Lightning QuickBooks Connector, you can have confidence in your data, make the best in-the-field decisions, and give accounting peace of mind as they retain full control over data pulled into QuickBooks.

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