SalesForceWe get requests from clients from time to time asking about software or SAAS applications that will work alongside Quickbooks with no extra work. We have recommended, SmartVault and Fishbowl in the past because they are super great and actually help our clients get the information they need and get the job done faster.

This week, we had a client ask us a simple question…

Is there a way to integrate our Quickbooks company file with our customer data in

This question, of course, led us down the rabbit hole. I knew the initial answer was yes, but it caused so many other questions to pop up.

  • How does the sync work?
  • Does it cost extra to get the products to work together?
  • Do we need a special version of Salesforce to make everything work?

Why the heck would you want to do all of this? Well, if you connect your CRM and your Accounting Software you can:

  • See open balances and credit limits from within Salesforce- This means your sales people can guide the conversation with useful information. Does the customer have past due balances? Are they way over their limit? This is good info to have when discussing shipping additional inventory.
  • View sales histories for each prospect or customer- Your sales people can see if this a new client or an existing client, which will allow them to target their sales call. Maybe you offer a reorder incentive for existing clients with a 3+ month gap in ordering. Again, you can have this information at your fingertips.
  • Track every customer touch point.- My number one pet peeve is when a salesperson doesn’t remember our last conversation. You can easily pull up your last discussion and improve the sales experience for everyone involved.
  • Enter data once and it’s automatically updated in both Salesforce and QuickBooks- No more redundancy. That is a no brainer.

We spent a little time talking with Aimee of Sputnik Moment and she helped us understand how everyone works together.

It turns out, using Salesforce with Quickbooks is super easy and doesn’t require a masters degree to make it work. The order of operations is pretty much:

  1. Sign up for Salesforce
  2. Follow the step by step instructions to integrate the two systems
  3. Bam! You are in business.

Our hosting provider, Right Networks, doesn’t give a hoot if you connect the two and won’t charge any additional fees for the sync to occur. This is especially good news, because other CRM syncs do cost money.

If you get stuck with the integration, you also have a slew of consultants available to make everything line up. Since we share a coworking space with stellar Salesforce Consultants, we can get you set up super fast and back to doing what you do best. Making it rain!