Integrating your Finance System with your CRM is easier than you think…

Quickbooks is the most popular accounting system in use currently by small business across the country. And Salesforce is the most popular CRM in the world. Together, the data generated from each system, integrated with the other can give you 360° view of your customers.  We partner with a terrific Quickbooks Integration ISV – DBSync from Avankia, and this tool can be configured to move Account, Product and Invoice data between the 2 systems – seamlessly and elegantly.

Check out this video that demonstrates the integration between salesforce and Quickbooks!

 
 
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