With over 30 years’ experience, IRIS Accountancy Solutions is the UK’s leading provider of fully integrated accountancy software and services so it made sense for SouthwestCRM to link SugarCRM, a globally supported CRM solution to IRIS.

Businesses and people stored within IRIS are seamlessly transferred to SugarCRM when new or updated information is added to IRIS.  Once in SugarCRM staff members are able to use the information to build closer client relationships, upsell new services and use social networks to gain more insight into buying habits and new markets.

Some of the main advantages of using SugarCRM are:

• Newsletter management
• Email marketing
• LinkedIn customer profiling
• Communication tracking
• Capture and track new business opportunities

The key to integration is to streamline the day to day management of information.  Without the link, entering data would need to be carried out twice.  For busy staff and partners, SugarCRM offers a straightforward and easy to use system for storing, retrieving and categorising  clients, prospects and networking activities.