"

Estimated reading time: 0 minutes, 59 seconds

Salesforce for QuickBooks

Friday, Sep 09 2011
New Products
Written by 

intuit_logoSalesforce for QuickBooks automatically syncs data between QuickBooks and Salesforce. The system is designed to give sales representatives a 360-degree view of customers with a look at current deals as well as providing up-to-date financial information.

The CRM package can identify opportunities from online, offline and social media campaigns via dashboard reports showing performance across channels. When a deal is closed in Salesforce, a transaction is automatically created in QuickBooks. Users can study the history of what a customer owns, which products they are interested in, along with a history of warranty claims or open issues.

Salesforce for QuickBooks is available in a Group Edition and Professional Edition which are both compatible with QuickBooks Pro and Premier 2011 and 2012. They also work with QuickBooks Online and QuickBooks Enterprise versions 11.0 and 12.0.

Businesses that own both QuickBooks and Salesforce can order Salesforce Integration for QuickBooks, which is compatible with the previously mentioned versions of QuickBooks and both Salesforce editions. The application is $20 per company per month for the Group Edition and $40 per company per month for the Professional Edition.

Price: Promotional pricing, $18 per user per month (Group Edition), $60 per user per month (Professional Edition). Intuit:
www.intuit.com/salesforce or call (888) 591-6059.
Read 4873 times
Rate this item
(0 votes)
More in this category: « SmartVault for XpandedReports Sage FAS Fixed Assets 2012 »
The Progressive Accountant

Latest from The Progressive Accountant

Visit other PMG Sites:
Template Settings
Theme

Color

For each color, the params below will give default values
Tomato Green Blue Cyan Dark_Red Dark_Blue

Body

Background Color
Link Color
Text Color

Header

Background Color
Background Image
pattern1 pattern2 pattern3 pattern4 pattern5

Footer

Background Color
Background Image
pattern1 pattern2 pattern3 pattern4 pattern5
Layout
Select layout
Menu
Select menu
Typography
Google Font
Body Font-size
Body Font-family
Direction
Reset
PMG360 is committed to protecting the privacy of the personal data we collect from our subscribers/agents/customers/exhibitors and sponsors. On May 25th, the European's GDPR policy will be enforced. Nothing is changing about your current settings or how your information is processed, however, we have made a few changes. We have updated our Privacy Policy and Cookie Policy to make it easier for you to understand what information we collect, how and why we collect it.
Ok Decline