Companies that turn to software to better manage business functions often start with finance. While this enhances accounting, it won’t improve end-to-end processes to drive business growth and deliver great customer service.

Accounting - one part of a big picture

For many small businesses, the drive towards digital starts with finance. Managing cash flow, incomings, outgoings, payments owed and owing, financial forecasting, expenses and so on becomes harder and more complex with growth. Businesses naturally turn to accounting software. But beyond finance, everything is still manual. The new software doesn’t support the business in creating opportunities, managing the customer relationship or closing sales. 

Efficiency through integrated CRM, finance and marketing

By limiting process improvements to accounting, businesses miss out on the opportunity to enhance a range of internal processes, end-to-end. To focus on customers and be more productive, businesses need effective customer relationship management (CRM) and marketing as well as finance. With the right set of digital applications businesses can: 

  • Improve customer knowledge through effective contact management and smarter data, task and event monitoring 
  • Communicate on a large scale using email templates, email distribution management and social media monitoring
  • Increase productivity with accurate forecasting, simplified lead management, full visibility into the sales pipeline with a clear status of each opportunity and improved sales and marketing operations
  • Save time and be consistent with clearly laid out and branded invoices and quotes, created with just a few clicks.

All of which helps businesses increase win rates, reduce costs and grow their sales pipeline. The most effective solutions package seamlessly links financial management, CRM and marketing, helping businesses realize the full benefits that digital solutions can provide to internal functions and customer service. 

Visit our Business Solutions page to find out how our range of simple-to-use cloud-based CRM and marketing applications can help small businesses drive opportunities which, in turn creates more value from their accounting investment. 

Ralph Mezzoni

Ralph Mezzoni

Director, Product Marketing - Mailroom Solutions

Ralph Mezzoni is the Director of Product Marketing for Mailroom Solutions at Quadient USA.  He has spent over a decade helping to develop new technologies to optimize mailing processes while minimizing mailing costs for customers across the United States.

Related Resources

Velocity Village
Case Study

Velocity Village residents enjoy simple parcel deliveries with Quadient intelligent parcel lockers

Velocity Village automated the process of its residents' parcel deliveries and introduced Quadient's secure parcel lockers to give residents 24/7 access to their delivered...

remote work ebook cover
eBook

The Evolving Workplace: How Global Trends are Hitting Home for SMBs

Studies across the globe are predicting that on average 40% of the corporate workforce will be spending part of their week working from home by 2025. The future of work is evolving from a more linear...
how automation helps businesses
Webinar

Webinar Replay: How Automation is Revolutionizing Business Processes for SMBs

WATCH THE WEBINAR REPLAY Automation is necessary to the future of your business and the successful engagement of your workforce.  It is the first step on the path to digital transformation not...
2021 Aspire Leaderboard Quadient
Analyst Report

Quadient Named a Leader in the 2021 Aspire Leaderboard for CCM

Quadient has been recognized as an Overall Leader in the 2021 Aspire Leaderboard for Customer Communications Management
Experience

Experience

A rich history of world-class leadership

Backed by the experts

Backed by the experts

Gartner, Forrester, and Aspire

Expertise

Expertise

8 billion personalized experiences annually

Proven results

Proven results

97% customer satisfaction rate