QuickBooks Integrated with CRM – Who and How?
The last public numbers Intuit has shared are 25 million users within the 4 million QuickBooks users. With such a growing number of companies/users depending on Intuit accounting software and services and with Intuit releasing their online (Cloud) version a while ago, the need for a Cloud CRM for QuickBooks has simultaneously grown faster and larger.
ERP (Enterprise Resource Planning) and Cloud CRM vendors have been divided between creating their own accounting systems and giving in to Intuit and simply integrating their own systems with QuickBooks. In May 24, 2011 NetSuite mid-market Cloud ERP vendor has announced a QuickBooks alternative for small businesses with its Australian partner JCurve. Unlike QuickBooks, NetSuite’s accounting module is very basic, limited and only targets small sized businesses. NetSuite’s module proves to be a compensation for accounting software but not at all an alternative to QuickBooks.
Other Cloud CRM vendors such as SalesForce.com, Salesboom, Maxmizer, etc… have integrated their CRM with QuickBooks, creating a smoother workflow for different departments within the company/organization using their Cloud software. Thanks to QuickBooks Web Connector, CRM vendors and other software developers can integrate easily with Intuit’s QuickBooks. QuickBooks Web Connector allows 2-way synchronization, data fetching and also custom and standard integration.
Integrating Cloud CRM and QuickBooks gives your sales, accounting, inventory and other departments, one wide up to date view of the entire work process. From the moment the lead comes in up to the point the sale is closed, customer received the invoice and pays for the product. The 360 degree view of the company’s payroll, sales and purchase orders, inventory management and all other CRM features is the true merit of this integration and without it; the work is divided between 2 totally different systems, stalling the workflow and allowing glitches and data entry mistakes to happen.
Companies that implemented QuickBooks CRM Integration enjoy the following features and more:
- Data transfer (contacts, accounts, opportunities and products) between QuickBooks and CRM.
- Two-way Data import and export.
- Automatic contact information synchronization.
- Overwriting and replacing data before and while synchronizing.
Intuit Marketplace has a four-page list of CRM vendors currently integrated with QuickBooks. It is great to know that one has such options when choosing a QuickBooks CRM integrated software. The fact that the top listed CRM vendors have integrated their systems to work with QuickBooks is a great proof that it is needed and beneficial to all businesses.
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