Legrand Software Inc. is unveiling a major update to its Cloud CRM at the Scaling New Heights (SNH) conference in New Orleans, June 21-24. The latest version offers QuickBooks Consultants and Accounting firms a tool that is ideally suited for their business by combining CRM + Projects + Time Sheets + Gmail and Outlook integration.
According to Michelle Owens, Business Development Manager for North America, “the Legrand team spent a lot of time with a number of Intuit Top-100 Advisors in North America and Australia to thoroughly understand what their challenges are in running their business. Having to use multiple, poorly connected systems was clearly the common challenge.”
“What we are unveiling at Scaling New Heights 2015 is in direct response to that need. This major upgrade to Legrand Cloud CRM provides consultants, accountants and bookkeepers an integrated tool for client management, project and task list management, time tracking and client communications. And what’s more, you do not need a Ph.D. in CRM to configure and use Legrand CRM!”
In addition to the new Consultant-friendly features Legrand CRM is also unveiling their new Gmail Add In which provides single-click transfer of emails and calendar synchronization.
On the first day of the Scaling New Heights conference, Sunday June 21, Legrand is conducting a course on the new Legrand CRM.
In session 1 well-known QuickBooks course presenter Kaydee Peterson will be presenting the features and benefits of Legrand Cloud CRM for QuickBooks Consultants, Accountants and Bookkeepers. Session 2 is a more detailed ‘How to implement Legrand CRM’ session for those who wish to prepare for the Legrand CRM certification test.
The Legrand team is exhibiting at booth number 22.