Small businesses have a new tool for tying customer relationships into their financial management. Intuit, maker of the ubiquitous QuickBooks used by many small businesses, has teamed up with leading CRM -solutions provider Salesforce to release Salesforce for QuickBooks.
The new product is part of a lineup of recently released new QuickBook-related offerings from Intuit. The new Salesforce for QuickBooks, designed for current QuickBooks owners, is intended to better organize a small business's operations, by connecting front- and back-office functions and by allowing sales, lead tracking, and accounting information to be seen as interrelated data .
Integrating Salesforce and QuickBooks
The company said that the new product enables "the No. 1 CRM" to be plugged into "the No. 1 small-business accounting software ." QuickBooks item pricing and availability, sales histories, and credit limits can be viewed together with Salesforce leads, opportunities and customer details.
For customers who already have QuickBooks and Salesforce products and services, a related offering -- Salesforce Integration for QuickBooks -- enables an integration of data between the two.
Dan Wernikoff, senior vice president and general manager of the company's Financial Management Solutions division, said in a statement that the Salesforce-Quickbooks combined product is intended to provide "a powerful, expanded view of business information that will help users turn leads into customers."
One of the ways the companies intend to help business owners save time is through the ability for data to be entered once, in one place, and then become available across the QuickBooks and Salesforce apps.