Salesforce integration with Quickbooks
using DBSynch
About Company
Our client is a small retail business that sells fashion accessories. They have a physical store in a shopping mall and also sell their products online through their e-commerce website. Earlier, our client was using Quickbooks (an accounting software program to manage sales, expenses, and keep track of daily transactions) to record invoices and products. Now the client wanted us to streamline processes to improve invoices and product management.
Project Challenges
Quickbooks enables us to track invoices and expenses. It generates and sends invoices to the customers, pays bills, generates reports, filing taxes, etc. However, there were several challenges that our client was facing, such as
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lake of customer relationship management features that were making it difficult to manage customer interaction effectively.
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Quickbooks does not have a feature to track sales leads, which makes it difficult to manage the sales process effectively.
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Limited reporting capabilities, which made it difficult for our client to get a complete picture of the business’s financial health.
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Quickbooks does not have advanced customer service features to provide excellent customer service.
Solutions
Integration with Salesforce offers a comprehensive view of the customer lifecycle, from lead generation to payment processing. We used DBSynch for the integration of both Salesforce and Quickbooks. Salesforce’s CRM software solved the issue of customer interactions and made it effective by providing a comprehensive view of customer information that helped the sales team provide better service and support.
Results
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Streamlined workflow: this integration automated the data transfer between two platforms, which reduced errors and saved time.
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Better visibility into data: It helped to access real-time customer data and helped to provide excellent customer service.
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More efficient billing and collections: this integration streamlined billing and collections by automating the invoicing process, tracking payments, and sending reminders to customers.