Salesforce for QuickBooks
Regional Sales Manager
Super solution that has helped us streamlined the sales process and its documentation.
June 17, 2013
Simple set up and meets our needs! Great Value.
Our field managers need quick access to basic customer account status. This app makes it easy to access QB info from the iPhone SalesForce app. No more calls to the home office to find out if a client is on credit hold! Set up was fast and easy. The Intuit Salesforce people really now their stuff.
June 3, 2013
Great product. Great Price point and an invaluable tool.
Salesforce is relatively new to our organization. So far the service and support has been amazing. We somehow went from the front-line techs to someone who became almost dedicated to helping us get started and even provided some detailed customization. The program is very customizable and is a super powerful tool. If your small business is serious about a tool to manage sales, track calls, etc. then look no further. Expect some help and you may have to pay for it but it's a no brainer!
May 1, 2013
We live by Saleforce
Program is fantastic. Learning curve was about 2 weeks, however well worth the time investment. I highly recommend the product for any company positioning itself for growth.
March 23, 2013
SFDC and QB -- Group Edition - Huge time saver!
We were a little concerned about the initial installation process and integrating anything with QB. However, we moved forward, albeit slowly, and found all the SDFC user guides, website help and tech support extremely helpful.
In the end we went live and have setup SFDC to meet our needs which is VERY different from the standard usage. We did all the customizations ourselves - reports, formulas, field, page layouts, etc. It's flexible and easy to use. The reports drag and drop is perfect for making your own reports.
I'm very happy and it's a HUGE time saver. We can search everything from a single screen. We can customize how the search displays. Calls are recorded accurately and we can now track anything we want in custom fields via custom reports.
I highly recommend SFDC to any small business using QB.
March 6, 2013
Do not buy this product
No support, riddled with bugs, and their solution is to hire a consultant, who tells you how the product is supposed to work. The worst product I have worked with in a decade.
February 19, 2013
Since purchasing this program over 2 weeks ago and numerous hours on the phone I can say this program does not work. The front line support people are doing a great job and have been trying hard to get the issues fixed but they are not being supported by the next level. They are clearly dealing with an onslaught of bugs in the software. From my perspective this is vaperware that is being presold while they fix the bugs.
February 17, 2013
Not nearly functional enough
I love the concept, but they have a long ways to go
February 2, 2013