When it comes to generating financial data accurately, one can always rely on QuickBooks accounting software. Also, when it comes to managing interactions of current and future customers, Salesforce CRM is the first choice. No wonder, small and large companies use both these software systems to streamline their business processes. However, if you want your sales team to work faster, implementing Salesforce QuickBooks integration is recommended. Using them as a standalone system will actually impede their productivity.
If you want to get a 360 degree view of your business, it is advised to integrate Salesforce with QuickBooks. With integration, you gain complete visibility into your business processes and moreover identify areas where there is scope for improvement. It will allow you to scale and grow your business effortlessly. Your team will have important information at their fingertips, thereby allowing them to work smarter and more efficiently.
Generally, the sales team has access only to customer data. However, Salesforce integrations with accounting tool means your sales team can also access financial data without even interacting with the finance department. Integration will help to track expenses and allow your team to better forecast sales and revenue. It completely removes departmental barriers and ensures clear communication between different departments. It also improves cash flow as our team can easily generate invoices from quotes and opportunities in Salesforce. Also, the finance department can generate sales order, sales receipt and even purchase order in QuickBooks.
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