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Salesforce QuickBooks Integration

    Salesforce Dotsquares- a CRM platform that helps businesses grow with better customer management delivering the best of customer experience.
    • Sync Business Accounts with QuickBooks
    Added on 24 May 2019

    Salesforce and Quickbooks Integration to boost your online business

    24 May 2019

    Before proceeding ahead, I would like to ask you a question. What is the difference between online shopping and shopping in the local market? Well, the reply to this  question which a layman would give to this question is that in an online shopping the products are delivered at the doorsteps of the buyers, whereas in local shopping the same products are taken by the customers to their home. This reply is although true to a huge extent, but the actual would be beyond this. In local shopping it is not possible to chase the buyer once he shops from your shop, but interestingly online shopping suffers from this drawback and the seller can track the buyer according to his location, buying preferences and other factors.


    Role of CRM in Online Business: Now the question arises, how this is possible in an online shopping which in fact is performed on a large scale rather than the local shopping? Interestingly an answer to this question is with the help of CRM (Customer Relationship Management) software. It would not be wrong to say that CRM is the lifeline of an online business, that facilitates everyone associated with the business to track the progress of business at his convenience. The relevance of CRM in the online business can be realized from the fact that it facilitates the business group to not only record the details of his existing and prospective customers, but also track the leads, conversions, day to day transactions and many more at one click.


    Combination of Salesforce  and CRM: Understanding, the importance of CRM, Salesforce has developed the versatile version of CRM software automatically manages the online business depending upon the nature of your business. Thus making it easier for the different teams, managing the overall online business synchronize every information related with the business at one place to understand the nature of their clients and operate their services accordingly.


    Role of Quickbooks in Online Business: After understanding the role of CRM in the smooth operation of an online business, it is time to move ahead and look for the factors which further play an important role in the successful operation of the business. You will agree that the success of every business on its annual turnover and until unless your sales are not more than the investment made by you, it is not possible to enjoy the expected success of your business. For this it is imperative to keep a strict eye on the flow of your funds.

    Going through this necessity of the online business operators towards there is a plethora of online accounting software that make it easier for the business operators to record all the financial transactions properly. Quickbooks is an established name in the world online accounting software that makes it easier for the online business operators to have an instant access of their accounts anywhere according to their requirement. The worth mentioning feature of this software is that it facilitates the business operators to not only manage their business account properly, but also manage the tax and other types of investments made by the business group.


    Salesforce Quickbooks Integration: Now understanding the needs of online business operators Salesforce is taking a step ahead and offering the service of Salesforce Quickbooks Integration, thus offering the facility synchronizing the whole business data available at one click. The integration of these two key elements of online business has emerged as the robust solution in understanding the growth of business and finding the sections where it need to optimized. The synchronization of the data between the CRM provided by the Salesforce and Quickbooks share the information retained by them individually hand in hand. This information is not stagnated only the sales data, but also pertains to invoicing, leads, conversion, sales, costs and many more. The combination of Quickbooks and Salesforce is helpful in controlling the duplication of the data, increasing the productivity of the business and finding the growth potentials.


    Epilogue: In short, it can be said that where the Salesforce offers the reliable solution for the smooth operation of an online business, the Quickbooks helps in managing the online business accounts at one click. Their merger makes it easier to track the business growth both in the terms of clients and funds quickly without any concern of time and place.


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    Provided by DotSquares, the Salesforce QuickBooks Integration is a robust platform for business operators to maintain and manage the sales and invoices on regular basis, rather than maintaining the separate More

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