HOW TO CONNECT SALESFORE WITH QUICKBOOKS | QUICKBOOKS SALESFORCE INTEGRATION
Salesforce is one of world’s most renowned CRM (Customer Relationship Management) software platform which helps its users in interacting and building relationships with its customers. Besides big sized businesses, Salesforce has worked effectively as central hub for small and mid-sized businesses (SMBs) in all their business workflows. This software platform has helped users in monitoring sales, managing customer data, converting data into information, predicting sales, managing contacts, recording activities, sending emails both manually and automatically, making calls, and more. This highly rated CRM software can successfully interact and connects sales, marketing, services, commerce and IT and personalize experiences. The good performance of Salesforce has impressed all types of IT professionals worldwide as it offers amazing dashboards that visually exhibits data and offers proactive service, improvised messaging with automation, and also offers simplified collaboration and greater efficiency by automation.
Salesforce delivers world’s largest ecosystem and offers wide range of benefits to its users. This software has made its impact in many countries and is developed as well as improvised every month by best web developers in the business. Therefore, users can expect extensive range of innovative tools as well as applications at their disposal. The feature of “Sales Cloud” by quickbooks salesforce integration is very innovative as it offers its users full access of customer data like their history, contact details, background and more. It’s gives users comprehensive view of all customers which helps them in engaging with them. This feature also helped its users in observing their social content by discovering their insights and issues about their products. Salesforce is also available in mobile app which helps in enhancing customer experience. By using Salesforce mobile app, users can easily track of their data anytime and anywhere. The software platform of Salesforce is very adaptable as well as flexible in bringing all your information and apps in one display place. In India, Salesforce has launched its maiden startup program where they will offer services like business communications platform Slack, data visualization solution Tableau, cloud platform Heroku and more.
Advantages of integrating Salesforce with
QuickBooks
1. Complete overview of all business
functions- Salesforce is world’s No.1 CRM software and so it has potential to
deliver its users in have 360-degree overview of their business functions. It
helps businesses to picking their weak areas which demand improvement. The
integration process will provide its users with appropriate and precise
information regarding financial metrics, gaps, and inconsistencies that helps
them in enhancing proficiency and productivity of their business.
2. Reduces manual data entry and
errors- The perfect integration of QuickBooks and quickbooks salesforce integration can reduce the burden of double data entries
in books as well as eliminate manual errors which will further help in saving
time of office staff.
3. Well-organized sharing of relevant
data- The successful integration between these two apps will fill the gap in
sales and accounting departments of the business organization. It will further
enable sales and accounting departments in sharing important financial data and
sales data together which will enhance productivity and efficiency of
businesses.
4. Enhances business growth- The
integration between these two apps will enhance scalability of growth of
business as real-time data is procured from sales and finance departments of
business.
1. First of all, users are supposed to authenticate
their QuickBooks Advanced and Salesforce accounts
2. Next, they should Go to QuickBooks Online app
and then select Apps and then search
for Salesforce Connector by QuickBooks
3. Now, users are supposed to click Get App Now and follow the steps
carefully
4.
Thereafter,
a Pop-up window of “Connect to
Salesforce” will appear, do click Continue
and then Agree
5. Subsequently, it will connect users to Salesforce
6. As a result, QuickBooks app will start
integrating with Salesforce App
7. Next, users should go to Salesforce Import
Settings
8. Now, users should go to the column, “When this happens in Salesforce”, and
then do fill the field they desired to fill, i.e. opportunities
9. Next, users should go to other column, “Do this in QuickBooks”, QuickBooks will
automatically start importing desired information in the empty fields.
10.
For
instance, if an information “Account email” is imported in Salesforce then in
QuickBooks, it will be translated as Customer email.
11.
Furthermore,
users can also add Custom field in QuickBooks, if this field is not available
in quickbooks salesforce integration app .
12.
Next,
users are supposed to select Save and
Close, to complete this information
13.
Next,
QuickBooks will be saving every information as draft
14.
Subsequently,
whenever a customer pays his invoice in QuickBooks then it will automatically
get updated in his Salesforce account
15.
Lastly,
the integration process of Salesforce and QuickBooks is successfully completed.
16. Users can easily enjoy the benefits of this integration process in enhancing workflows in all their business operations.
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