June 20, 2022

The Right Software to Drive Growth

The Right Software to Drive Growth

In an all-too-common scenario, a company—let’s say a dentist’s office—starts out small, with just one location and a handful of staff. The office uses an entry-level software solution like QuickBooks to manage accounting and other financial tasks, and likely for basic customer relationship management (CRM) too. 

The software is inexpensive and easy to use, and it works fine—at first. Fast-forward a few years, and the dentist’s office has outgrown its first location and is opening four more offices across the state. Suddenly, that just-fine spreadsheet solution isn’t sufficient anymore. 

To scale quickly, the business needs more capabilities, so they tack on additional software solutions for sales, HR, payroll, and other tasks. All the different systems don’t integrate well, which leads to manual re-entry of data from one system to another. That, in turn, leads to errors and wasted time and effort, which ultimately gets in the way of growth.

Fortunately, this common scenario can be avoided by investing in the right technology—technology that will help, not hinder, business growth.

Scale faster with integrated software

To scale quickly while maintaining operational efficiency, businesses need to invest in a best-in-class, single-platform business solution instead of cobbling together multiple systems on an ad-hoc basis. 

As we’ve discussed before, bringing sales and finance under one roof is critical. Businesses that integrate Salesforce, the industry-leading CRM tool, with Sage Intacct, the best-in-class financial management software, can grow efficiently, with a single business platform that automates everyday tasks, provides added visibility, and accelerates cash flow.

We specifically recommend the Salesforce and Sage Intacct integration because both are best-of-breed cloud solutions that are known for their ease of use, seamless integration, and collaboration features.

For that growing dental office—and any business that plans to scale now or in the future—spreadsheets aren’t enough, and software that doesn’t integrate seamlessly with other quality solutions will only hold you back. Invest now in a combined sales and finance solution to pave the way for growth in the years to come.

Grow on your terms

Clear Cloud One provides businesses and nonprofits with a single-platform solution to grow fast while simplifying operations. Contact us to learn more about how we can help you scale your business efficiently and increase profits with a solution that’s tailored to your needs. We’re here to help.

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