Infographics: Salesforce + QuickBooks = Increased Sales
Found this infographics from Salesforce, sharing it as we are the Top rated integrator in this space.
CRM applications are popular business tools because they instantly organize customer data from various channels and present it in one unified view. Pairing your accounting software, such as Quickbooks, Salesforce + QuickBooks can further maximize your small business efficiency. Transform your small business with accounting CRM.
Integrating Quickbooks with salesforce CRM will allow you share your financial data with your sales team. Not only will you be able to view customer information, but connecting with Quickbooks, you can also track expenses, create customer reports, and gain insights so you can better forecast.
We would be delighted to discuss your use case and explore how DBSync can support your success. Please feel free to Schedule a meeting with us.
What is the primary benefit of integrating Salesforce with QuickBooks?
Integrating Salesforce with QuickBooks streamlines the opportunity-to-cash process, reducing manual data entry and improving sales efficiency by syncing customer and financial data.
How does DBSync’s integration help businesses increase sales?
The integration provides real-time data synchronization, enabling sales teams to access up-to-date customer and inventory information, which enhances decision-making and accelerates sales cycles.
What types of data can be synchronized between Salesforce and QuickBooks?
Data such as accounts, contacts, products, opportunities, invoices, and sales receipts can be synchronized bidirectionally to ensure consistency across both platforms.
Is the Salesforce and QuickBooks integration suitable for small businesses?
Yes, DBSync offers a free version for small organizations, allowing them to leverage key integration features without the cost of a paid plan.
How long does it take to set up the Salesforce and QuickBooks integration with DBSync?
A trial installation can be completed in less than an hour, with options for customization by DBSync’s onboarding team.
