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)
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Salesforce for QuickBooks
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A pretty good start
The idea / principle behind this app is great and especially suited for small business that don't need a lot of customization in Salesforce. While Intuit seems to have had a rocky start with it (we've been on this since it's release), they appear to have worked out most of the major kinks at this point. Customer support was excellent and they worked closely to fix the big problems we were having.
The benefits are pretty obvious - Salesforce is great for centralizing your customer interaction data as well as measuring marketing campaign performance. Having the sales data sync to Quickbooks keeps my inventory up to date and makes reporting in QB a lot easier.
There are some cons, mostly centered around the inability to sync custom fields and some minor usability problems. Like anything, evaluate it for your specific needs and then make a decision.
May 2, 2012
Can't sync the Sales Rep to Saleforce?
I have been waiting for this app to come out for a long time.
I signed up (not an easy process) for the app and synced some sample data. My "rep" field would not sync. I called Intuit and they told me it's a non-syncable field. I have multiple sales people and @ 6000 customers so keeping the rep attached to the customer record is very important.
This app is useless to me until I can sync the rep field. Please fix!QB and SF are the two leaders in the industry and they can't get it right?
March 12, 2012
Don't see the point?
Hard to use, only sync's main account NOT "jobs" information, costs to much.. wondering why millions of sales professionals use this?
February 26, 2012
Quickbooks and Salesforce work great and beautifully as SEPARATELY applications.
There are still alot of things that aren't working quite right with this release of salesforce/quickbooks "combo".
- The initial setup of data sample from salesforce is EXTREMELY slow, to the point that a user would think the computer froze.
- The sync is extremely slow.
- The video demos don't work.
- The Sync, Salesforce and Users tab don't respond instanteously.
- Signing up for a free trial of "Salesforce for Quickbooks" is very very clumsy.
It will be nice to see a seamless integration between the two systems but I currently don't see that.
Seems this should still be a Beta version but I'm interested to see future versions/releases. If everything works great, that will be fantastic.
December 7, 2011
Does it work with Enterprise or Unlimited?
December 2, 2011
Support & FAQ
Please call 800.449.8938 to speak with a Salesforce for QuickBooks agent during normal business hours Monday – Friday 7:30am – 5pm PT.
(800) 449-8938
http://support.quickbooks.intuit.com/support/articles/INF16300
Check out the most frequently asked questions below: Expand all
- What does Salesforce do?
- Salesforce for QuickBooks provides CRM tools to help sales reps close more deals. Salesforce tracks every stage of a sales cycle with a 360 degree view of customers, leads and opportunities. With Salesforce, you can build stronger customer relationships and fine-tune your marketing to get more leads, manage them more effectively, and turn them into customers.
- How does seamless integration between QuickBooks and Salesforce data work?
- Salesforce for QuickBooks automatically syncs information between the QuickBooks Company file and Salesforce account. Sales reps only need to enter data in one place and it’s updated in the other, saving time and trouble. In addition, sales reps see up-to-date QuickBooks item pricing and availability (professional edition only), sales histories, open balances and credit limits together with Salesforce sales and customer account details.
- What QuickBooks versions does Salesforce for QuickBooks work with?
- Integrates with QuickBooks Pro and Premier desktop 2011 and later, QuickBooks Online versions and QuickBooks Enterprise v11.0 and later, each sold separately; not compatible with QuickBooks Simple Start or QuickBooks Mac.
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