Two New Intuit Programs Can Enhance Customer Service

Addressing the age old accounting challenge of how to make financial information more useful to decision-makers to
better serve customers, Intuit will soon introduce two new products designed to do just that.

QuickBooks® Client Manager and QuickBooks Customer Manager, scheduled for September release, provide a single screen dashboard with one click access to critical client/customer detail. According to an Intuit release, the programs give a view of customized information from one screen so questions can be answered quickly without disrupting workflow, users can offer personalized service and make each client/customer feel like a No. 1 priority.

"The market for customer management software is crowded with solutions that are too complex and expensive for most small businesses or accountants. These organizations rely heavily on referrals and word of mouth, and look to customer data in order to grow relationships rather than for 'sales-pipeline' focused tasks," said Sheryl Kingstone, program manager at Yankee Group. "Without a dedicated sales force or multi-layered marketing structure, small businesses and accountants simply need an easy way to track critical customer information in order to better understand and strengthen the bond with their customer or client."

Intuit's principal competitor in this market is Best Software, the U.S. subsidiary of the United Kingdom's Sage Group, and its popular customer information program ACT, one analyst told the New York Times. "The real loser here is ACT and possibly some of the hosted CRM vendors like Salesforce.com," Forrester Research analyst Erin Kinikin said.

QuickBooks Customer Manager and QuickBooks Client Manager allow information needed to properly serve customers to be seen on a single screen.

Functionality covers contact information, QuickBooks invoices and sales orders, projects, appointments, notes and much more.

They also work in tune with other software including QuickBooks financial software, Microsoft Outlook, Word and Excel.

The QuickBooks Customer Manager is priced at $79.95 (SRP). QuickBooks Client Manager, which offers additional accountant-specific features, is priced at $249. Customers can place and advanced order for free trials versions of QuickBooks Customer Manager by visiting www.customermanager.com.

You may like these other stories...

Steve Jobs. Sergey Brin. Mark Zuckerberg. Each of these individuals, and their companies, are celebrated as changing the face of the technology. They all followed a similar path to success: excelling at one thing and...
Read more articles by Sally Glick here.While reading a recent article titled, "Bondage to Busyness," by Alan Morinis, I was struck by his reminder regarding how stressed and pressured we all are today. Our...
To assist firm leaders in making key decisions for the future, BKR International, one of the top 10 global accounting associations. recently put together a list of the five priorities managing partners must address...

Already a member? log in here.

Upcoming CPE Webinars

Sep 24
In this jam-packed presentation Excel expert David Ringstrom, CPA will give you a crash-course in creating spreadsheet-based dashboards. A dashboard condenses large amounts of data into a compact space, yet enables the end user to easily drill down into details when warranted.
Sep 30
This webcast will include discussions of important issues in SSARS No. 19 and the current status of proposed changes by the Accounting and Review Services Committee in these statements.
Oct 21
Kristen Rampe will share how to speak and write more effectively by understanding your own and your audience's communication style.
Oct 23
Amber Setter will show the value of leadership assessments as tools for individual and organizational leadership development initiatives.