Advisor Alliance
Intuitive Accountant strives to provide you, our QuickBooks Specialist, Accountant and Business Consultant readers with information about opportunities to serve your clients, build your practice, and bolster your compensation through this series we call ‘Advisor Alliance’. The focus of this series will always be product developers and vendors who offer some form of alliance, partnership, or referral program that might be of interest to you and your practice.
Legrand CRM integrates with your QuickBooks accounting software, Microsoft Office and more, to deliver a full 360° view of all your relationships and activities. Because it is easy to learn your staff will love using it, and you will see immediate improvements in your business. Legrand CRM enables businesses to put into place the systems and processes that will enable them to grow.
Ideal for teams of 10 to 100 people, Legrand CRM is a very practical tool that will bring immediate improvements to your business operation. Legrand CRM is strong in account management, contact management, marketing, e-mail campaigns, quotation management, pipeline management, customer service and scheduling, plus it integrates with popular accounting systems, like QuickBooks (and others), to deliver a 360º view of all your business relationships and activities.
Because Legrand CRM integrates with QuickBooks, you can manage prospects through lead to actual quotation, then convert your successful new business contacts into Customers within QuickBooks. This enhances the ability of your staff to see real-time sales and credit-data as well as history for pre-existing clients. Best of all full integration means no double-entry of data, and that improves efficiency. For more details about Legrand CRM, review the free materials found at their Evaluation Resource page.
Legrand offers a Partner Program that is designed to provide you with pathways to help you succeed in marketing their feature rich CRM to small and medium size businesses (worldwide). They offer generous commission and annuity revenue through software maintenance commissions.
Their Partner Program also provides the avenue by which Legrand CRM is deployed. In order to achieve this level of participation partners receive basic and advanced training sessions, as well as support in the areas of system configuration, deployment, data migration and integration services. Legrand personnel will guide you through sales, training and implementation. Live premium telephone support is also provided to Legrand Partners.
So if you are interested in partnering your practice with a CRM product provider, Legrand CRM maybe just the ‘advisor alliance’ you are looking for. In the USA, contact the Partner Program at 949-988-7150, or email Legrand at info@legrandcrm.com (Subject line: Partner Program). [Note: Outside the USA, you can contact Legrand at: Asia-Pacific (North Sydney) +61- 2-8667-1500, or in the UK at info@legrandcrm.com (Subject line: UK Partners).]