Many small businesses running Salesforce CRM employ QuickBooks as an affordable, intuitive, scalable and widely-supported financial accounting system to manage their critical accounting functions. The powerful automation, tracking and reporting (in addition to core accounting features) contribute to time efficiencies and robust information that allows for more focus on growing the business.
Imagine the impact on your business and bottom line when key workflows and business logic are automated through a Salesforce and QuickBooks integration. By providing appropriate accounting information to your Salesforce users (and appropriate sales-related information to your Accounting users), you can effectively eliminate the communication inefficiencies inherent in email, while providing 360 degree visibility to both the front and back offices.
Here are just a few impactful examples of processes that can be improved through a Salesforce – QuickBooks data synchronziation:
Best of all, a Salesforce to QuickBooks integration is fast, affordable and custom-tuned to your business logic. CRMCulture leverages add-on solutions from Salesforce AppExchange like DBSync to quickly scope, design and implement the necessary data connections, workflow and basic reporting to demonstrate business value. Often, we can do this in a week, without interruption to your business, providing a quick win for any organization looking to understand more about their customers, and drive a culture of CRM success.