Quote:
Originally Posted by All About OSHA
Hi Jennifer,
I have a couple of questions - mainly on the idea of outsourcing my day-to-day administration, including:
1) Integrating Order Motion with Solid Cactus Call Center - what modules or portions of Order Motion work well with Call Center services? How would you go about this integration?
2) Integrating Order Motion with QuickBooks - does anyone have real world experience with this? How much work will it save me? Is it worth the effort?
I am so excited to be able to have professional services and tools to help me with the day-to-day workings of my company! I just am having a hard time in knowing where to start and what to hand off.
Thanks!
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Hey Nick,
I can give you a few answers.
1) All parts of OM work AMAZINGLY with Call Center. The setup for us is simple. We use a Cisco Call Manager system, and we can tie OM into the phone system really well.
2) The OM integration with Quickbooks is subpar. The truth is that the OM integration is usually sufficient, but people always expect it to do more. In reality, OM will have all the customer information - there is no need to duplicate that in two places. You would use QB for payables. All that is necessary is journal entries between the two. I think where the really complicated part comes in is - if you do not have an accounting background, it is very hard to understand what it is you are actually doing.
Jennifer can probably chime in more...