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 streamline 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.
Sound interesting? Ask your Commercient representative about these options.
You can also find us on the Salesforce AppExchange.
What We SYNC
Product ReviewSYNC Integration for Epicor and SalesforceSYNC Integration for Microsoft Dynamics 365 and Salesforce