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Micro Business Network

Intuit Announces SalesForce for QuickBooks

Salesforce for QuickBooks is a robust offering that allows users to enter data just once and have it automatically sync between QuickBooks and Salesforce. Specific features let small businesses:
  • Get the full picture - Give sales representatives a 360-degree view of customers with a look at current deals alongside up-to-date financial information
  • Identify real opportunities - Close the gap between sales and marketing with the ability to track and cultivate leads from various online, offline and social media campaigns using dashboard reports to measure performance across channels
  • Eliminate extra effort - Speed order processing and reduce double data entry by automatically creating a transaction in QuickBooks when a deal is closed in Salesforce
  • Understand the customer - Pinpoint a customer’s needs with insight into all interactions a customer has had with the company including a history of what the customer owns, what products they are interested in and a history of warranty claims or open issues

 Pricing and Availability

Salesforce for QuickBooks is available in a Group Edition and Professional Edition. These are compatible with QuickBooks Pro and Premier 2011 and 2012. The products also work with QuickBooks Online and QuickBooks Enterprise versions 11.0 and 12.0. Salesforce for QuickBooks is currently being offered at a limited-time promotional price of $18 per user, per month for Group Edition and $60 per user, per month for Professional Edition.

For small businesses that already have both products, all that is needed is the Salesforce Integration for QuickBooks application. It is compatible with the above versions of QuickBooks as well as Group and Professional Editions of Salesforce and costs $20 per company, per month for Group Edition and $40 per company, per month for Professional Edition.