Salesforce for QuickBooks
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Ex Tax: $0.00
DESCRIPTION
Salesforce for QuickBooks offers you the #1 sales app with built in integration to QuickBooks. Salesforce users experience: -40% more leads -30% increase in lead conversion -33% increase in sales productivity -30% increase in sales revenue
Salesforce CRM Overview
Group Edition - Includes basic sales and marketing features, ideal for smaller companies. Profesional Edition - Get access to more advanced features including inventory and item tracking information.
Integration Overview
Group Edition - View QuickBooks customer details in Salesforce including open balance, credit limit, estimates, sales orders and invoices Professional Edition - Create transactions in QuickBooks from Salesforce
QuickBooks Financial Information In Salesforce
Sales people have access to Open Balance and Credit Limit so they can have a more informed conversation with their customers.
Sync With Other Applications
Easily sync Salesforce for QuickBooks with other applications including Google Calendar and Outlook.
Create Transactions In QuickBooks From Salesforce
When an Opportunity is changed to Closed Won in Salesforce, it triggers a transaction to be created in QuickBooks. (Professional Edition only)