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Salesforce for QuickBooks

Parent Category: News
Friday, 09 September 2011
Published Date
Written by The Progressive Accountant

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.

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