SYNC for QuickBooks and Salesforce
Have the best of both worlds.
Combining your Quickbooks software with Salesforce keeps your business running seamlessly while your sales and customer service teams enjoy a 360-degree view of everything happening backstage.
In the back office, your Quickbooks system helps streamlines your processes, controlling your inventory, managing your resources, invoicing, and monitoring overall performance.
At the same time, your sales and customer service teams can provide intelligent feedback on performance through their Salesforce screens. SYNC allows them to check the status and progress of Quickbooks jobs, material requirements, customer records, inventory availability, financial information and much more. Sales can also close new business and instantly convert a new sale to Quickbooks as a Sales Order, a Job or a new product with a BOM.
Sounds interesting? Ask your Commercient representative about these options.
You can also find us on the Salesforce AppExchange.
Why Use SYNC for QuickBooks?
Implementing Commercient SYNC creates a simple data integration pathway between QuickBooks and Salesforce. Our SYNC solution also enables you to prevent the duplication of data, handle custom objects in Salesforce, and take advantage of the premier support offered by our qualified specialists.
Our goal is to provide a smooth data integration service that results in simplified business processes for you and your sales reps. Commercient SYNC for Quickbooks ERP and Salesforce CRM is designed to make the most of what these two systems have to offer. We believe that when all of your data is in one easy to access place, it’s possible to accomplish almost any business goal, big or small.
Commercient’s standard SYNC for QuickBooks and Salesforce includes the integration of:
ERP customers with CRM accounts, customer payment terms and credit limits, open invoices, invoices on hold, multiple ship-to addresses, multiple bill to addresses, and account history.
Sales order data:
Open sales orders, sales order detail lines, and sales order history.
Open invoices, invoice detail lines, payments, invoice history, and serial numbers shipped.
For additional information, and items we can integrate for you, visit the pricing page.
Software SYNC for QuickBooks Is Compatible With
Commercient SYNC is compatible with QuickBooks Desktop, QuickBooks Pro, QuickBooks Premier, QuickBooks Online and QuickBooks Enterprise.
Additionally, the SYNC for QuickBooks and Salesforce app is licensed through the Salesforce AppExchange and works with Salesforce Group Edition (GE), Salesforce Professional Edition, Salesforce Enterprise Edition, Salesforce Unlimited Edition, Salesforce Lightning Professional, Salesforce Lightning Enterprise, and Salesforce Lightning Unlimited.
SYNC is also compatible with Sales Cloud, Marketing Cloud, Force.com, Wave Apps, Salesforce Mobile 1, Salesforce App Cloud, Lightning Bolt, Steelbrick, Salesforce Quote-to-Cash, Desk.com, Pardot, Analytics Cloud, Sales Wave Analytics, Community Cloud, Commerce Cloud Digital, Commerce Cloud Store, Chatter and Salesforce IoT Cloud.
ACH Payments Solution Add-On
Do you need an ACH payments solution to complete your ERP and CRM integration? We’ve partnered with Sage Payments to provide you with the ACH service you’re looking for.
If you want the ability to take quicker payments in your ERP, CRM, or eCommerce system, would like to experience less fraud, and provide more convenience for your customers you can download the PDF below or contact us now to learn more.
PDF Download: Payments SYNC Add-On Solution
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“Commercient’s solution works as advertised, I buy a lot of software, I have a lot of projects, and I deal with a lot of vendors, and so far Commercient’s SYNC has responded on every aspect, there’s no issue I can think of where it hasn’t worked like I thought it would.”
– Gene Horlander
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