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Salesforce Integration with Quickbooks

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Salesforce Integration with Quickbooks
Salesforce Integration with Quickbooks
Salesforce Integration with Quickbooks
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A small retail chain was having difficulty managing their data – they were using two separate data management systems – one for CRM and another for bookkeeping.

Using two systems made it difficult to quickly and accurately gather their necessary business information. The manual search process was time-consuming, prone to erroneous data, and often resulted in delayed decision-making.

AllianceTek performed a bottleneck study on their existing business systems. Combining business intelligence with application integration, AllianceTek developed a cost-effective solution that integrated their existing CRM system (Salesforce) with their accounting software (Quickbooks).

Upon integration, the client received a 360-degree view of the business, utilizing such features as access to unified information on sales patterns, determining the ratio of leads versus conversion (see illustration), and forecasting expenses and ROI.

AllianceTek are great professionals, with high competencies. They have always respected their commitments and they have always shown eagerness to help every time this was necessary. The challenges are never obstacles for AllianceTek. They take relevant initiatives in order to make the project moving forward. They never hesitate to ask the relevant competent person to intervene when the situation needs such intervention. Their sympathy and availability is very much appreciated. I warmly and professionally recommend AllianceTek. Our Company has already considered envisioning a long-term relationship with such a talented team.

- Jacques Molho
Toulouse, France

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