Reasons Why Your Business Needs a CRM Consultant


Have you recently deployed a CRM system, expecting a high return on your investment but it seems to be doing the opposite? Did you aim to increase your team’s productivity but only ended up consuming even more of their time figuring out the CRM system? Are you still having a difficult time organizing your data and not improving in it? – at this point it would be easy to say, ‘This CRM does not work, and as soon as you give up, you are missing the full potential and maximum benefits of a CRM to your business, just it didn’t work out the way you wanted it to be, doesn’t necessarily mean it is not functional, perhaps it needs an expert that knows its ins and outs to help you understand your CRM.

Many business owners nowadays would often choose the path to DIY (Do it Yourself) even with complicated tools like CRM, one would think that guides and processes are easily obtained on the internet, but that is not the case. Majority of businesses do not utilize their CRM to their full potential because they lack the knowledge to operate and administer it, they are not aware of the vast functionality of the CRM – often then not, this leads to decrease in productivity, efficiency, customer satisfaction and most of all, a decrease in revenue.

We identified few reasons why you should consider hiring a CRM consultant for your business:

1. Insufficient IT resource

You may have the best IT team or you may even be one yourself, but that does not necessarily mean you are a CRM expert. Handling CRM requires the right combination of skills; acquired knowledge and experience to handle a CRM project.

To implement a CRM successfully, you need an expert to first understand your business flow, identity and analyze the data of your business. Having to rely on your IT resource or yourself might choose a CRM that does not cater to the needs of the business, it might lack some functionalities, attributes or even misaligned workflows.

It will even take a lot of time on your hand implementing a CRM system, putting aside important task on hand, what takes a month for a non-expert to implement may only take weeks for an expert.

2. Operational Issues

Imagine you are in a meeting and your team needs you to address a certain problem they encountered with the CRM. How will you go about with that? Should you put your meeting on hold or should you place the operation to halt?
Having a CRM consultant provides you with a peace of mind. They do what they do best while you excel and allocate time with yours.

3. Easier to Budget

CRM consultant will be able to suggest and provide you with options for the integration even before you start implementing, a clear strategy and requirement is already identified, and there will be no surprises along the way.

Your team might lack the clear executive strategy for supporting CRM software and tracking its use throughout the company or most commonly you will go over the budget with unanticipated operating expenses, unexpected implementation cost and hidden licensing fees.

4. Expertise

A CRM consultant caters to different nature of the business, numerous requirements from clients and different projects. Having a CRM consultant will not only help you with a successful CRM implementation, but it will also help you look at your business from a different perspective.

Hiring a CRM consultant will not only save you time, effort and money – but most of all they will help you with your business goal. They can help you improve your service and close more deals.

What is Microsoft Dynamics CRM


Microsoft Dynamics is an End-to-end application that works great on their own and even better together. Microsoft uniquely delivers a comprehensive, end-to-end approach to business applications helping you unify data and relationships, build intelligence into your decision making, and accelerate business transformation.

What is Microsoft Dynamics CRM

Microsoft Dynamics is ideal for full-spectrum customer relationship management. The advantage of Dynamics when compared with other full-service CRM’s is that you don’t have to pay for functions you don’t plan to use. You can buy the apps individually and add more as your business grows

Microsoft Dynamics helps you with:

Dynamics 365 for Sales:

Empower sellers with insights to personalize relationships, predict customer needs, and increase sales

Dynamics 365 for Retail:

Create personalized shopping experiences that unify digital, in-store, and back office operations.

Dynamics 365 Business Central:

Dynamics 365 Business Central is designed for businesses looking for an all-in-one business management solution that’s easy to use and adapt. Connect your finances, sales, service, and operations to streamline business processes, improve customer interactions, and enable growth.

It even has easy, an accessible complete guide for MS Dynamics Developer. It has an online release and constantly updated to ensure MS Dynamics Developers are well informed updated.

Integrating your Xero data with Microsoft Dynamics 365 offers a cost-effective and seamless way to ensure your business is running at its best while giving critical visibility to your sales and customer service teams. MS Dynamics Xero integration allows you to effectively increase your productivity, lessen admin tasks.

Why more people choose Microsoft Dynamics?

  • Operational efficiency through guided workflows & process automation.
  • CRM that connects all your teams & business processes.
  • Integration with external business applications & data sources.
  • Unrivaled Outlook & Office 365 integration + free mobile CRM apps.


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Reach New Heights With The World’s Best CRM for Small Business – Salesforce


Generate leads, drive sales, increase customer satisfaction and innovate as you grow.

Salesforce prides itself not only on award-winning technology but also on the talent of its people.  The company is thriving under the guidance and leadership of some of the brightest minds and most experienced executives in the business. Sell, service, market, and build apps on a single platform. Easily log, manage, and analyze all customer activity in one place with our suite of web-based CRM software. Constantly monitor everything from sales leads to support tickets, and from channel marketing to website analytics.

Salesforce is known to win deals and drive growth for small businesses. Salesforce Automates sales processes and eliminates admin tasks so your team can focus on selling. It is designed to easily track contacts, key deals, sales performance and customer interactions. With Salesforce, it is not impossible to stay up to date with real-time insights from dashboards and reports.

Reach new heights with the world's best CRM for small business - Salesforce

Blaze your trail with the world’s most powerful apps on the Intelligent Customer Success Platform. A Salesforce developer gets the chance to create and scale trusted apps that customers want to use every day. Build powerful applications fast with Lightning Components, smarter with Einstein, and together with Salesforce DX.

Our specialist can help you integrate Salesforce CRM with Xero Cloud accounting, creating a powerful and agile system that changes the efficiency of your business. Sales teams work faster, invoices are paid quicker, finance departments increase efficiency, and management has vital information at their fingertips.

What is Apex?

Apex is a strongly typed, object-oriented programming language that allows developers to execute flow and transaction control statements on Salesforce servers in conjunction with calls to the API. Using syntax that looks like Java and acts like database stored procedures, Apex enables developers to add business logic to most system events, including button clicks, related record updates, and Visualforce pages. Apex code can be initiated by Web service requests and from triggers on objects.

Salesforce has changed the way organizations do business by moving enterprise applications that were traditionally client-server-based into the Lightning Platform, an on-demand, multitenant Web environment. This environment enables you to run and customize applications, such as Salesforce Automation and Service & Support, and build new custom applications based on particular business needs.



Why Small Business Owners Need CRM


Why CRM?

Do you find yourself constantly struggling with keeping your data organized? Missed meetings? Erroneous data? Do you have trouble keeping up with leads and maintain customer records? These are the common problems a small business owner faces.

CRM, no matter how small your business is, is a great tool that will efficiently change how your business works day to day. As you aim to grow bigger, CRM easily adjusts and adapts as well. CRM software for small businesses can do the work for you to help maintain and grow your business.

Let us first simplify, what is CRM software?

Small business owners use customer relationship management or CRM software for a lot of function in their daily business operation. These include:

• Managing customer interactions at different stages of the relationship
• Managing customer data
• Managing customer support
• Tracking clients, employees and other contacts
• Tracking sales leads or client wins
• Automating sales
• Project management
• Tracking marketing campaigns
• Managing vendors or partners

Above are only amongst to name a few functions of CRM.

Why Use CRM Software?

This is the question and hesitation we often get from clients. We often hear them say, ‘our business is too small’ ‘we can handle our small list of clients’, that may be true if you only have a handful of customers, but are you not eyeing to grow your business? Are you not seeing your business grow and increase them from 10 to 100s?

Handling maybe 10 customers may be a breeze for you, but, admit it or not, it takes time on your end to manually input, update, collaborate changes with the whole team, designate status to the team and all sort. No matter how you see it, it eats up your time, and as a small business owner, you are to focus on what you do best, sell and market your products to potential customers, but how can you when almost half of your day is spent in Admin task?

CRM software for small business provides analytics and insights into your customers. You can rely on these insights to keep existing customers happy and satisfied while you get to drive new business leads and increase business revenue. These insights are not readily available when you are using your manual tracking.

Each CRM has its own powerful functions; it will depend on what your business needs are. It is important to have an expert help you identify what is the best CRM for your business needs. You may know what you want for your business, but CRM experts could help you identify and foresee business needs that you are not able to.

Here at IT Solutions Solved, we have the most experienced CRM experts that can assist you with your CRM needs. Whether you want a CRM, choose a new CRM, Implement a CRM or simple CRM support – we are able to help you.

You can simply send us an email or contact us anytime to discuss your business needs.

5 Ways To Develop a Competitive Sales Plan


Whether you are a sales manager or a sales agent, goals or sales quotas plays a big part in your daily work. Sales are one of the most challenging fields of work, it does not only requires skills but as well as the initiative to plot your weekly plan of action. Salespeople need to set goals so they will be motivated as well as they can motivate – they actively pursue success, rather than waiting for it to come their way.

How are you able to develop a weekly sales plan?

  1. Determine your sales goals:

First and foremost, what do you want to achieve? How much do you want to achieve? In this way, you are able to identify your numbers and analyze how much work, time and effort you will need to meet your target. Sales leaders, providing your team sales numbers and setting team’s goal is easier for everyone to be aware of how much each should be contributing to the team’s success. When you set a goal, you set a visual, a destination, with this in mind; it is easier to motivate yourself.

  1. Determine the selling system that works best for you or your team

Observe the trend of your sales, is there a certain approach that works best for the customer, are there spiels that need

to be changed? Is this medium of sales receiving more responses from the customers? Different products may be sold and presented differently, what might work best for an insurance policy may not work for a gadget, so narrow down the field to the best methods for each product your team sells.

  1. Define your target; identify the best way to attract potential customers

Leads are important and are valuable to every sales company. These leads are then turned to buyers if handled well but if a customer does not fit as one of your target markets, no matter how convincing and knowledgeable you may be, they will never have a need to buy it. That is why it is important to know your market and understand your customer profile, from there you must be able to know where and how to attract these type of customer either by a radio ad, newspaper ad, billboard ads and social media ads. Every minute of your time is gold; never waste it over the wrong lead.

  1. Create a reward system for meeting your goals

Have you recalled how hard you pushed yourself to meet a certain goal because there is an award waiting for you? That feeling of claiming your prize is always rewarding. When you set your eyes on something, you make a clearer version and create a stronger motivation.

  1. Invest on a dependable CRM

No matter how perfect your plans may be, if all of your ideas, team, and files are not organized, your effort will be put to waste. CRM system helps you to manage your sales process more efficiently and effectively. Set up and organize your pipeline and most importantly keep track of your leads, as every lead is a potential customer. CRM is the key to manage all of your creative ideas and work in one place.




4 Must-have CRM Integrations for Every Small Business


When you’ve just started your business, you’re doing it all: sales, marketing, follow-ups, execution. Zoho CRM is just like you – it can do it all. How? With some key integrations.

1. Mail: When you’re running a business, you save time if you have one place where you can have your contacts and from where you can send and receive emails. Zoho CRM allows you to have your inbox right within your CRM. You can easily view emails, reply and using Mail Magnet, capture emails from contacts and leads stored in your CRM. All without opening another tab.

2. Visitor Tracking: This feature allows you to turn website visitors into leads. It gives you complete visibility into the online activities of your prospects and customers such as the pages navigated, the duration of each website visit and the actions performed on each page. With the customized CRM View in Zoho CRM, you can prioritize your website visitors and plan your conversations before contacting them.

3. Email Campaigns: Email Marketing is one of the most effective means of communication that helps lead nurturing and qualification. It’s ideal to have your email marketing software work in complete harmony with your CRM. It not only saves you time by working from within your CRM to create targeted email lists, design the email and send, it saves you the trouble of maintaining two sets of customer data. With a good integration, you should be able to even track how your campaigns performed, without opening a new tab.

4. Project Management: Your sales rep has closed the deal. Great! But your development team is lagging behind. This won’t help you close the second deal with that customer. A holistic CRM allows you to follow up with a customer from lead generation to execution. That’s where an integration with a project management app comes in. Zoho Projects integrates seamlessly with Zoho CRM so that every team is up-to-date on the progress during a customer’s life-cycle. It allows you to plan and execute projects within your CRM software.

This will help us realize just how helpful Zoho CRM is for every small business.

Source: Natasha Puri, Zoho Blog

Which are the most prominent CRM applications?


Are you looking for the best way to manage and grow your business? You might get confused by the many ways that are being advertised online and other platforms. However, there isn’t a better way to manage your small business than CRM.

Best CRM Services

What is CRM?

CRM (Customer Relationship Management) is a strategy that small and large entities can use to manage and grow their business. CRM improvises all your business interactions and relationships with potential customers and customers. It also helps improve profitability because it helps in contact management, workflow processes, sales management, productivity and much more. CRM allows you to focus on your company’s relationship with individual and customers.

Some of the best CRM applications:

Here is a list of the best CRM software’s available and the one offered at IT Solution solved.


Salesforce is an all in one CRM software. It is a cloud-based solution that your company needs in a CRM software. Some people associated Salesforce with large business and enterprises, but even small business can take advantage of the product. Salesforce

Zoho CRM

Zoho CRM is considered as one of the most powerful CRM if not the powerful CRM software. Zoho CRM doesn’t compromise your business capabilities but offers all the core functionalities your business needs. With Zoho CRM you have access to your business dealing anywhere you are since it also comes with a mobile app. Free Trial

Active Campaign

Active Campaign is a CRM software that combines all aspects of marketing into one easy-to-use platform. Users can create beautiful and engaging emails and send them to their subscribers. You can also see the interaction and react to them in real time. Free Trial


Infusionsoft provides sales and marketing software for business, especially small business. The software is an automation software that combines CRM, e-commerce and email marketing. Link


Pipedrive is a pipeline management tool and a CRM tool that helps small and large businesses focus on actions that matter to them. Business owners can use Pipedrive to drive growth in your business by focusing on their business and reach out to potential clients. Link

BPM online

BPM online is another CRM software. It is a vendor of process-driven cloud-based software used for service automation and marketing purposes. BPM online is an out-of-the-box process that guides business owners through effective actions that will accelerate results. Click Here

If you are looking to find a CRM software to incorporate into your business, IT Solution solved will be pleased to help you choose the right CRM for your business. Visit us at and see the best CRM software and services we provide.

CRM And Integrations


CRM Integrations: Getting the Most Out Of Them

One may think that customer relationship management (CRM) systems have been with us for a long time, meaning that the product and its uses are completely mature and they cannot provide their business with any added value anymore. This is a misconception that some business owners have. However, it all depends on an individual definition of value. To some businesses, the CRM systems might have less value and to others, it adds all the value their business need.

crm integrationAccording to us at IT Solution Solved, we have seen how much value CRM adds to our clients’ businesses. CRM systems offer fantastic security than other systems. With a successful integration of Zoho & other CRMs in businesses, most companies have been able to achieve a real-time response to market conditions, customer inquiries as well as provide the basis to discover and capitalize on long-term trends. The integration can be looked upon as a data-driven use the data to improve your business or get the data out period in the evolution of CRM. CRM helps the business to move forward faster.

Business agility requires, the integration of CRM and other ancillary systems to get the information flowing. That is a challenge that many businesses are facing and it seems to be getting tougher every day. While many vendors would advise you to buy all the software in pre-integration package including CRM and accounting capabilities, the reality is that you need to find the best vendors to purchase your CRM system from. Somebody with all the experience, qualification and certification where you are guaranteed the best services. IT solution solved offer everyone the best place where you can purchase the best CRM systems and an opportunity to successfully integrate them into your business.

At IT Solution Solved we offer the best CRM consulting services of any kind. Do you need a CRM consultant with all the expertise and qualification that meets your business needs, IT solution Solved offer the best CRM consulting services? With years in business, we know how to customize your CRM and streamline sales to fit your business needs and help to generate the value out of your CRM. We can integrate your CRM with apps like Mail Chimp and XERO among other. The integration is done for automation and custom reporting to save you quality time and effort that you can focus on other important aspects of your business and increase productivity.

Watch this Video for more info:

Which are the Best Accounting Software to Choose From


software for accounting

One of the many reasons a business fails to succeed in the absence of a robust bookkeeping or accounting system. After all, no one wants to run out of cash.

With a myriad of options in the market, you can either set up an accounting system manually (consider: accounting books); or electronically (consider: Google/excel spreadsheets); or use an accounting software. And unless you wish to get seasoned in book-keeping practices, accounting software is the most practical choice for a busy entrepreneur or a small-mid sized business.

Here are some considerations:

Since every business has its own unique need, the following aspects will help determine your choice –

  • Do you require the software to calculate all payroll requirements (PAYG, annual leave, long service leave etc.)
  • Does it combine other task management requirements such as inventory, work in progress, orders, jobs etc.
  • Can it handle more than two bank accounts
  • Cash flow in a foreign currency?
  • If you have multiple departments, separate financial records for each business
  • Can it collaborate or interface with other payment gateways such as online payments
  • Does the system include customer records or CRM


Software Options that you can Consider

The market is swarmed with customizable accounting software packages designed to meet diverse bookkeeping requirements of the businesses. Some of these software systems are free to use. Out of the multiple options, the best accounting systems for a small business are:

2. Quick Books:

It is the software designed for growing business enterprises. It offers a consolidated customer and supplier database. You can get your company’s snapshot on the dashboard. The unique feature of this program is its ability to track your business mileage by claiming deductions. It can calculate the quarterly taxes and troubleshoot problems using its self-help feature. Use it to generate online reports and keep a track of your finances with its cloud-based remote access capabilities.

2. MYOB:

This online accounting software helps in managing your business finances efficiently. You can connect it to a wide range of mobile app solutions tailored to your business. A PayDirect online feature allows faster payments and MYOB Essentials helps in managing ATO compliance requirements. You can prepare instant reports on BAS, GST, and PAYG. Also, you can link documents easily to the bills.

3. Reckon One:

For easy accounting and powerful functionality, you can choose Reckon One. It is specialized accounting software for small businesses. The salient feature of this software is its flexibility. You can add its modules as per the requirements of your business. It is the only software program that can be put on hold. It is a cloud-based program that hosts the entire data within Australia. Additionally, it has the most stunning dashboard allowing you to choose the widgets you need.

4. Sage:

This cloud accounting program helps in making better business decisions with its advanced reporting and analysis tools. You can automate the manual processes and avoid human errors. It is easy to manage the cash flow and organize all your finances in one place. There are three scalable editions suited to the size of your business. You can opt for add-on modules for payroll management and credit card processing.

5. Xero:

The interface of this software is similar to that of QuickBooks Online. However, it has more enriching features embedded into it. It has Mac integration feature that can be natively connected to Mac UI. You can set up this software with most of the major banks in the USA. Apart from this, it has features like expense claims, invoicing, payroll management, reporting, data security, multi-currency tracking, and much more. You can also run this software on your mobile using its multi-platform app.

6. Cashflow Manager:

It is a specialized small business accounting program available in different versions. It has an easy column methodology. With its cloud version, you don’t need to do the regular backups of accounting data. You can record unlimited transactions. The software is safely hosted in Australia. It offers seamless telephone and email support with a free subscription to Cashflow Manager Care.

7. Nominal:

With its user-friendly interface, Nominal contains a lot of functionalities for freelancers and small businesses. Some unique features of this program include time billing, an easy time-sheet for recording time spent on a project and easy integration with PayPal accounting using PayPal API. There are automated features for invoicing, payments, fees, and transfers. Also, track inventory and make necessary adjustments when required. The program is completely tax-compliant.

8. Saasu:

With innovation and simplicity at its core, Saasu is a dark horse in this race. It offers features like a live dashboard and personalized invoice creation. You can make online payments through the program using PayPal or a credit card. Its Cashflow Forecaster gives you insights about future cash flow. Invoices can be created in multiple currencies, and help track all correspondences using the customer database and address book.

These are the best software options for small business accounting.





How to Decide on a Payment Gateway System


Australian payment gateways

Whether as a new online entrepreneur or a seasoned business who operates through multiple channels, being able to accept payments from your customers is a must.

When it comes to payment gateways – there is a lot to consider. Not only do you have to consider the technical and logistical aspects of setting up a payment gateway, the ease by which your customers can pay you also directly impacts your bottom line.

What to Consider in a Payment Gateway

 While looking for a reliable, cost-effective payment solutions, consider these factors.

 1. Compatibility

 Your chosen payment gateway system should be compatible with perhaps your Magento e-commerce platform or the various extension or plugins that are unique to your site. Besides, you may also need to link your payments gateway to your CRM or other financial data management software that you use. Make sure that the gateway will integrate easily.

2. Fraud and Security Features

Payment gateways such as CyberSource are specialists in fraud detection. Other hosted payment page may charge you more for an extra layer of security. If your site plans on handling large volumes of traffic then it will help to proactively identify suspicious activity before it gets any further in the payment process.

3. Built-in Invoicing Capabilities

 To streamline and reduce reliance on other platforms it is good to install a payment gateway that includes built-in invoicing capabilities.

4. Payment Preferences

Understanding the preferences of your target audience will give you an insight on how to tailor your payment offering. Invest time in the same.

5. Keep a Back-up

It is highly advisable to offer a popular gateway, PayPal as a useful back-up in case your primary gateway malfunctions.

With  numerous Payment Gateways in Australia you can look up Australian Bank Comparisons & Australian Payment Gateway Reviews to help you determine which Payment Gateway in Australia suits your requirements.

Some Popular and Major Gateways are:


A long-trusted default payment gateway – Paypal is popular mainly because it is easy to integrate with most open source e-commerce platforms such as Magento, Drupal and WordPress across multiple plugins.


eWay is yet another Australian based payment service which launched in the year 2000. Having been around for over a decade they have remained competitive in the market by allowing its users to use the product with no monthly or annual fees.


An Australian founded company, SecurePay was established in 1999 and found great success in increasing their customer base dramatically.  It was later acquired by the Australia Post in 2010.


Braintree allows exciting features for companies looking to expand globally. A subsidiary of Paypal, it accepts payments in more than 130 currencies, with minimal fees. They also offer a premium mobile experience, accepting cards, PayPal and Apple Pay, and have flexible features including the ability to split payments between you and your sub-merchants. Their ‘Sandbox’ feature is also a great place for businesses to experiment with various options.

Other players include Fat Zebra, Merchant Warrior, IP Payments, SCNet and others. It can be sometimes hard to decide what’s best for your business and the above metrics help differentiate between then to make the decision process easier.