Why it is Necessary to Facilitate Online Software Integration

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QuickBooks is primarily designed to keep you at the top of your financial and accounting records.

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Why it is Necessary to Facilitate Online Software Integrations? :

Why it is Necessary to Facilitate Online Software Integrations ?

Slide3:

The intention behind using CRM is to generate more sales. On the other hand, QuickBooks is primarily designed to keep you at the top of your financial and accounting records. Hence, it is not appropriate to use it to manage your leads or boost sales. Although QuickBooks does help to keep a track of customer information, it doesn’t have the functionalities of a CRM tool. Hence, it would be foolish to use it as a CRM tool.

Slide4:

It is known fact that the QuickBooks is completely different than the one observed in CRM tool. But QuickBooks Online integration with CRM can definitely help to create a better relationship with your customers. When data is in sync, it will help you to create a great customer experience and drive sales. An integrated system allows you to keep data at one place and completely eliminates double data entry. A single common software platform will allow you to handle all aspects of your interactions with your prospects .

Slide5:

One of the biggest advantages of Salesforce CRM integration with accounting tool is that it helps to grow your sales. Better accounting is another benefit, since data is available at a single place. A free exchange of data between systems is guaranteed when you use these systems. For instance, you get the opportunity to view payment and invoice details from within the CRM itself. No need to open QuickBooks for that. For instance, when customer payments are due, you can use this information to set reminders in CRM .

Slide6:

This Autotask integration will ensure that your financial data is always in sync. Also, you get the opportunity to schedule the task of dispatching credit notes and invoices from Autotask. It will also automate other activities such as customer updates and billing transactions. The integration enables you to deliver excellent customer service and moreover boost profitability and productivity .

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