Legrand CRM maintains all the individuals who work for—or—with the organizations you deal with. It even captures the history and ever-evolving relationships of your organization's prospects, clients, partners, suppliers, vendors, contractors and competitors.
The Account Management feature manages all the data, activities and communications to keep your team in sync, your customers satisfied and prevent you from ever missing a sales opportunity.
You will get a complete and detailed view of contact information using Legrand CRM. (Source: Legrand CRM)
Building a Sales Pipeline is a best practice for achieving revenue goals. A sales pipeline also may be referred to as opportunities, leads, deals or a sales funnel. Each opportunity in a sales pipeline progresses through defined stages in the sales process. The sales pipeline provides a clear view of sales opportunities by stage.
In Legrand CRM, you can input your organization's sales process and associated steps to track the progress of an opportunity through its life cycle. You also can create multiple sales pipelines to support different sales processes and nurture your leads.
Drag and drop sales opportunities to move them in any stage of the sales process. (Source: Legrand CRM)
Legrand's IA-based Lead Processing searches the CRM to identify if a lead is a new prospective client or an existing client. Then, it automatically populates fields from lead source information whenever available.
(Source: Legrand CRM)
Increase sales team efficiency by providing the fast and intuitive Legrand CRM Quotation feature that will enable them to respond to sales opportunities as they arise. In addition, sales managers will have complete visibility of every active quote, including margins and quote revision history.
Legrand CRM's efficient quotes tool enables you to create and email a quote. (Source: Legrand CRM)
The Legrand CRM Outlook Add-in provides a live connection between your CRM database and inbox. Record new contacts and activities, sync calendars and transfer emails to your CRM database all from within your inbox.
The email integration also enables you to send emails directly from your CRM database. Legrand CRM stores emails as activity notes so your team can keep track of all email conversations and have greater visibility of communications.
Legrand Campaign Management is a focused marketing tool that manages phone and email marketing campaigns. For email marketing, the Campaign management integrates with Constant Contact® and Mail Chimp®. Campaign Management allows you to see all your active and closed campaigns and the details associated with each targeted campaign.
For each campaign, you can see how many contacts were targeted, the objective of the campaign, number of respondents, tasks and activity notes and opportunities. Through the integration with Constant Contact, you will see the open rate, open and bounce responses, opt-out requests, spam notifications, forwards and clicks.
Finally, you can easily see the success of the campaign. You can track from a campaign how many opportunities were generated and how many opportunities resulted in a sales transaction.
The Legrand Service Desk feature tracks customer issues, feedback or questions. You also can use it to track and manage service jobs, repairs or installations. Agents can access all CRM data from the service desk, including accounts history and customers' purchased products. With access to relevant context, agents have a complete view of the customer to provide more informed responses and better customer support.
(Source: Legrand CRM)
If you incorporate the Assets Tracking feature, you can link a service job to a specific item that the customer owns. This enables you to track the service history of any particular item over the years.
For example, this feature can track all items a customer has purchased with a traceable serial number you may need to track in terms of purchase date, warranty date, service history, etc. You also can use this to track memberships or subscriptions rather than physical items. For example, record the type of membership, the expiry/renewal date and a host of other information about the membership.
Legrand offers an established on-premises CRM solution for companies with an appropriate IT infrastructure that wish to maintain control of their data on their private servers. This makes Legrand a preferred CRM solution for QuickBooks Desktop. Legrand CRM integrates seamlessly with QuickBooks Desktop.
By linking QuickBooks and Legrand CRM, you can maintain complete and up-to-date customer data and allow Legrand CRM users to view the client's current balances, recent sales and all their invoices. Initially, you can set up Legrand CRM by importing your customers, contacts and suppliers from QuickBooks.
Legrand CRM integrates seamlessly with QuickBooks Desktop (Source: Legrand CRM)
See the Legrand CRM landing page in the Intuit QuickBooks Desktop App Store for more details regarding this integration.
Legrand CRM has a lot to offer QuickBooks Desktop users. You can find out more on its website. For those who find the features of Legrand CRM of interest and want a version that works with QuickBooks Online, it offers Legrand CRM Cloud.
Acknowledgments and Disclosures
Legrand CRM — Graphics and content used within this feature were derived or adapted by the author in part from Legrand source materials, including the Legrand CRM website and Legrand CRM for QuickBooks Desktop landing page at the Intuit QuickBooks Desktop App Center. Legrand CRM is a registered trade name of Legrand CRM Pty Ltd, incorporated in the Commonwealth of Australia.
Adapted source materials related to products published within this feature by Insightful Accountant are for educational and product promotional purposes only.
As used herein, QuickBooks, QuickBooks Desktop (QBD) and QuickBooks Online (QBO) refer to one or more registered trademarks of Intuit Inc., a publicly-traded corporation headquartered in Mountain View, California.
Any other trade names used herein refer to products that may be registered or trademarked, or otherwise held by, their respective owners. They are referenced for informational and educational purposes only.
This is an editorial feature, not sponsored content. None of the vendors within this article have paid Insightful Accountant or the author any form of remuneration to be included within this feature. The article is provided solely for informational and educational purposes.
The publication of this article, nor the inclusion of this product within the related series, does not represent any endorsement by either the author or Insightful Accountant.
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