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Salesforce Integration with Quickbooks


About Client

A small retail chain was having difficulty managing their data – they were using two separate data management systems – one for CRM and another for bookkeeping.

Using two systems made it difficult to quickly and accurately gather their necessary business information. The manual search process was time-consuming, prone to erroneous data, and often resulted in delayed decision-making.

Salesforce Integration with Quickbooks | About Client


The Project

AllianceTek performed a bottleneck study on their existing business systems. Combining business intelligence with application integration, AllianceTek developed a cost-effective solution that integrated their existing CRM system (Salesforce) with their accounting software (Quickbooks).

Upon integration, the client received a 360-degree view of the business, utilizing such features as access to unified information on sales patterns, determining the ratio of leads versus conversion (see illustration), and forecasting expenses and ROI.


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