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Salesforce Integration with Quickbooks
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.
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.
The AllianceTek team did an outstanding job delivering the project. They went out of their way to make sure the project was to our needs with both design and function. We will be using them for many more projects.
Loco Media Group
Phoenix, AZ
Why AllianceTek?
As an IT partner and solutions provider, AllianceTek will help you follow your objective and implement strategies that are unique to your business to see it through to completion – we don’t just follow instructions, we unleash the full potential of your vision. AllianceTek employs a global team of more than 100 skilled developers and consultants who approach every project holistically, giving full around-the-clock attention to understanding our clients’ needs and providing comprehensive, scalable and extensible development roadmaps.
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