Recording pre-sales activities in CRM and recording time spent without QB

Michaelo — Thu, 01 May 2014 19:45:20 GMT

How do we reconcile the different definitions of "customer" in Quickbooks and CRM while using CRM to record pre-sales activities and while recording the amount of time we spend on the pre-sales activities so as to understand the cost associated with each sale.

I record my time spent on prospecting for sales in Quickbooks. To do so, QB requires me to create a customer name for that prospect (even though we may not ever make a sale). When I record my Opportunity with that same prospect, CRM refuses to accept a prospect name which is the same as one already input into QB. If I therefore switch to the "Customer" tab and enter this opportunity, the fields in which I would otherwise have recorded important info about the prospect aren't there (CRM having supposed them to already be in the record).

Our roll-out of CRM is floundering on this rock.

Is there some way in which we can record time spent on pre-sales activities in CRM, so as not to need QB for that purpose?

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Recording pre-sales activities in CRM and recording time spent without QB