Integrate your Marketing Automation System with Accounting Software

accounting software marketing automation

Marketing automation platforms help you to centralize your marketing efforts. It makes your life easier and improves your brand’s reputation. If you are reading this article, then in most probability you are already using marketing automation and reaping the benefits.

But, do you want to take this to the next level?

Do you believe that you are ready to unleash the true potential of your marketing automation platform?

Then, you must integrate your cloud based accounting software like QuickBooks, FreshBooks, Xero, Zoho etc. with your marketing automation system.

This integration will allow you to sync data smoothly, in real time between Marketing and Finance teams. This ensures that the right message reaches the right person at the right time.

It improves the effectiveness of your marketing campaigns and ensures better customer experience.

Why Integrate Marketing Automation System with your Accounting Software: Well the benefits of integrating your marketing automation software with your cloud based accounting package are many. Here I am listing the top 5 reasons.

#1: Superior Experience for Customers

You will agree, won’t you? Happy customers bring in more customers. Imagine, your prospect just made the decision to purchase your product and made the payment online. But your marketing automation system continues to send lead nurturing emails, without knowing the fact that conversion has already happened. For the customer, its frustrating to receive a promotional discount email,  minutes after making the purchase.

This and many such scenarios can be completely eliminated by integrating your marketing automation system with accounting software. The moment, a customer pays, the status automatically changes within the marketing automation system.

#2: Superior Tracking Capabilities

Once you integrate your marketing automation with your accounting software, Sales can track every lead from their inception, right till they become customers and even post-sales. They can access their demographic and payment information to create a better experience. They can delve into each and every detail which includes online behaviour and tastes and preferences and continue to upsell the right products.

Obviously, if customer status payment information is handy, it helps Sales decide whether to upsell or not.

#3: Prevent Customer Churn

Customer churn is the most dreaded reality for subscription businesses specially SaaS companies. Imagine, marketers being able to pickup the right signals of a probable churn much earlier in advance. One of the first signs of a probable churn is decline of recurring payments.

Many a times, customers purchase SaaS products with their credit cards. However when the time for renewal comes, these cards may have expired or reached credit limits. To combat this, you can send payment decline notifications to your Sales/Marketing/Customer Support team as well as your customer.

#4: Post Sales – Billing Support: Such an integration can help businesses setup payment reminders. This will allow you to send emails to existing customers so that they can pay you on time. The payment status can be sent to the marketing automation system to stop sending the reminders once the payment is settled.

Bottom Line

Integrate your marketing automation with your accounting software. Trust me, you will be reaping immense benefits in the long run. The changes will be visible initially, but the effectiveness of it all will take some time.

Have we convinced you on the benefits of Accounting Software-Marketing Automation integration? Let us know at [email protected] and we will be happy to respond!

esanosys marketing automation services

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