Salesforce is one of the most widely used CRM products available. QuickBooks is the leader in small-business accounting. Frustratingly, these popular products didn’t work together — until now. Intuit recently released Salesforce for QuickBooks, which plugs the online sales app into its popular software program.
Salespeople tend to “live” in their CRM product. They typically don’t want to spend time in QuickBooks, but they may need access the current status of a customer or product pricing and create new orders. As the boss, you don’t want sales using the QuickBooks customer list to track leads, and QuickBooks customer records (and the new Sales Lead records in QuickBooks 2012) don’t contain enough information for optimal tracking of sales opportunities.
With Salesforce for QuickBooks, salespeople will be able to see important customer information without having to open QuickBooks, as well as find item pricing and submit orders.
Two versions are available:
- Group (up to five users) is the basic edition for smaller companies. It provides contact management, lead scoring, email integration, and more.
- Professional (no user limit) offers everything available in the Group edition, plus product tracking, marketing campaigns, contract management, and more.
The key issue for me is how Salesforce integrates with QuickBooks.
The Group edition will sync your QuickBooks customer list with Salesforce accounts. You can view customer details — open balance, sales history, credit limit, and existing estimates, sales orders, and invoices — in Salesforce without having to launch QuickBooks. Customer/Account syncing can be set up to flow from QuickBooks to Salesforce, from Salesforce to QuickBooks, or in both directions.
This new Intuit App Center product is available if you are using QuickBooks Pro or Premier (Windows desktop versions) 2011 or later, QuickBooks Enterprise 11.0 or later, or QuickBooks Online. (Note that some of the features above may be limited to certain versions of QuickBooks.)
The Group edition of Salesforce for QuickBooks is available for $18 per month per company, for the first three months. After that the price is $25 per month. There is a 14-day free trial period.
The Professional edition of Salesforce for QuickBooks is available for $60 per month per company for the first three months, and $65 per month thereafter. There is a 30-day free trial period.
Prices are subject to change. Telephone support is available at no additional charge.