QuickBooks is a cloud-based accounting
software package developed and marketed by Intuit. It is used to manage sales
and expenses and keep track of day-to-day business transactions, like invoicing
customers and paying bills.
Salesforce is a cloud-based customer relationship management (CRM) software
solution for sales, service, marketing, analytics, and building a customized
application.
Reasons to integrate QuickBooks with
Salesforce
Organizations use both systems as an integral part of their business, but they
have to put in extra effort to manage all the necessary activities. Some of the
challenges faced by them are discussed below.
• They set up both teams’ sales team and accounts team separately, therefore
their cost of infrastructure increased.
• Sales team always have in contact with account team for the cash management
of their customer for that they must take extra pain and burden.
• They spent a lot of time managing Salesforce data and QuickBooks customers
individually.
• They must make double efforts for the preparation of invoices of Accounts
created in Salesforce.
Advantages
of QuickBooks integration with Salesforce
Salesforce
and QuickBooks Integration help organizations to
connect sales data with account data and perform tasks in sync, therefore
helping organizations to observe sales pattern, track product analytics, and do
a better forecast of business decisions.
• Enhanced time management since the data flow is bidirectional after
integration.
• In-depth analysis of sales patterns within Salesforce.
• Go through open balances and credit limits from within Salesforce.
• Helps in tracking each customer’s particular needs with the help of
Salesforce.
• Analyze sales histories for each prospect or customer.
• Minimization of duplication and data errors.
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