One of Salesforce’s most essential features is its rich integration capabilities. Integration with Salesforce offers extensive reports for analysis and decision making. Salesforce can integrate with a wide range of applications, including email clients like Outlook, platforms such as SharePoint and SAP, other CRMs, like Microsoft Dynamics, and bookkeeping apps such as QuickBooks.
When you integrate your Salesforce account with QuickBooks, you have access to two responsive systems through a single automated portal. Salesforce will contain lead information, while QuickBooks converts those leads to customer information, such as sales, balances, and more. QuickBooks also keeps track of expenses accrued towards generating leads and other specified sets of crucial business and financial data. Integrating the two systems provides users with unified information on sales patterns, forecasted marketing expenses, ROI, and more.
Integrating these two powerful systems will help you resolve key business questions. Which source of marketing is generating leads? What amount do we need to spend on marketing to generate the most effective results? Which products are the most popular? What sales and marketing paths are bringing in the most business, and how can we enhance those results? Integration between Salesforce and QuickBooks can help you answer these questions and more by giving you greater enterprise access to your business data and facilitating high-quality analysis and decision making.
You can even integrate other accounting software, such as Xero, Tally, and Intacct, to Salesforce and get deeper business insight.
AllianceTek is a solutions architect company that performs bottleneck studies, strategizes cutting-edge technology solutions for businesses, and designs and implements secure and scalable systems and applications that improve business processes and interconnectivity. Our technology experts are intimately familiar with various technologies and platforms, from Salesforce and QuickBooks to mobilization, .NET, and cloud. Our R&D team constantly focuses on innovative technology solutions for increased business efficiency and profitability. We’ve successfully assisted business with Salesforce consultation, implementation, and integration with a wide range of applications.
Talk to our experienced team now for Salesforce consultation, enhancement, or integration services.