Salesforce For QuickBooks

QuickBooks Pro

  • $0.00

Description

Let Salesforce and QuickBooks to take your business to a whole new level.
Click on the video to see Salesforce for QuickBooks in action.
How Salesforce for Quickbooks works
Bill Clients

Pinpoint Your Marketing

Salesforce makes it easy to track and cultivate leads and pinpoint which sales channels and opportunities are most effective for you.

set billing rates

Deliver Outstanding Service

See all the interactions prospects and customers have had with your company and easily create activities to follow up.

 

QuickBooks profit and loss

Seamless Integration

Automatically sync information between your QuickBooks financial company file and your Salesforce account so that your data is always up to date.

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Still have questions or need help?
Call 866-949-7267

Customer Data

SalesForce instantly organizes QuickBooks customer data from and presents it in one simple, unified view.

Anytime, Anywhere Access

Because SalesForce is cloud based, you and your team can access sales and customer data anytime, anywhere

Product Integration

SalesForce syncs with your current product list in QuickBooks eliminating double entry and manual errors

Lead Routing

Easily convert leads into opportunities and then route them to the sales team to be turned into customers

Transform your small business into a sales powerhouse.
Salesforce Improvement
Grow your sales with Salesforce

There are many different size companies, but all of them share one common goal — the desire to be the best. That’s where Salesforce can help. Salesforce for QuickBooks creates a 360° view of your accounts so you can provide your best service.  From the small business to the large enterprise, we have solutions to help companies and sales reps everywhere increase pipeline generation, reduce sales cycles, and improve win rates.

Manage all your important data in one place
Salesforce makes it easy to track and cultivate leads and pinpoint which channels are most effective.  You can see all the interactions prospects and customers have had with your company and easily create activities to follow up at set times for a complete view of your customers.
Salesforce
SalesForce To QuickBooks
Sync with your QuickBooks financial software

With Salesforce for QuickBooks you get all the great features that Salesforce is known for plus the ability for QuickBooks customers and jobs sync to Salesforce accounts as well as open balance, credit limits, estimates, sales orders, and invoices.  When you step up to the Pro edition, you get added features like creating estimates, sales orders, invoices, sales receipts in QuickBooks from Salesforce and syncing QuickBooks items to Salesforce products.

Monthly subscription with no annual commitment

Don’t like commitments?  We understand.  That’s why our Salesforce for QuickBooks has no annual contract and no commitments.  You can even try it free for the first 30 days and then decide.  After the trial, just continue your subscription on a month-to-month basis for as long as you want with access starting as low as $28 per user/per month.

No contract
Choose a Plan
Still have questions or need help?
Call 866-949-7267
Simple affordable pricing. Just choose your Salesforce plan and the number of users.

 

Ready to get started?
Call 866-949-7267 to speak with a Salesforce integration expert or have us contact you by using the form below
Using Salesforce for QuickBooks
Click on the videos below to learn more about specific features of Salesforce for QuickBooks
Data migration from QuickBooks to Salesforce
Invoice import into Salesforce
Import QuickBooks line item details
Choose a Plan
Still have questions or need help?
Call 866-949-7267