News & Information for Technology Purchasers NewsFactor Sites:     Enterprise Security Today     CRM Daily     Business Report     Sci-Tech Today  
This ad will display for the next 20 seconds. Click for more information, or
Home Enterprise I.T. Cloud Computing Applications Hardware More Topics...
CRM Systems
Gartner's #1 for endpoint backup
Average Rating:
Rate this article:  
Intuit and Salesforce Offer Joint Product for Small Businesses

Intuit and Salesforce Offer Joint Product for Small Businesses
By Barry Levine

Share on Facebook Share on Twitter Share on Linkedin Share on Google Plus

Dan Wernikoff, senior vice president and general manager of Salesforce's Financial Management Solutions division, said the Salesforce-Quickbooks combined product is intended to provide "a powerful, expanded view of business information that will help users turn leads into customers."

Related Topics


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.

Customer-Base Challenge

A 360-degree view enables users to see current deals with customers and, at the same time, view current financial information. The user can also view a history of all interactions with a given customer, a listing of products or services the customer has from that small business, products about which they have expressed interest, and a record of any open claims or issues. Every communication, activity, or opportunity relating to a contact is tracked.

Using lead-management features, small businesses can use the new product to track and cultivate leads from campaigns conducted via websites, social media, or offline marketing, with dashboard reports measuring performance by channel. Duplication of order processing can be reduced by automatically creating a transaction in QuickBooks after the deal has been rendered in Salesforce.

As any small-business owner can attest, managing customer relationships is critical to ongoing success. Intuit said its annual survey of small-business owners showed that 54 percent of those responding said a shrinking customer base was their biggest challenge, and more than a quarter said that growing the business was their biggest concern.

Salesforce for QuickBooks comes in either a Group or Professional edition, at $18 per user and $60 per user monthly respectively, and is compatible with QuickBooks Pro and Premier 2011 and 2012, QuickBooks Online and QuickBooks Enterprise versions 11.0 and 12.0.

Tell Us What You Think


IT departments are embracing cloud backup, but there's a lot you need to know before choosing a service provider. Learn all the critical things you need to know by accessing the white paper, "5 Things You Didn't Know About Cloud Backup". Access the White Paper now.

 CRM Systems
1.   Infor Buys Cloud CRM App Saleslogix
2.   Health Agencies Use Dynamics CRM
3. Video Customer Support
4.   Oracle Sues Oregon Over Exchange
5.   Dynamics CRM Online Extends Reach

Health Agencies Use Dynamics CRM
To improve service and efficiency.
Average Rating: Video Customer Support
Aiming for a better self-service option.
Average Rating:
Oracle Sues Oregon Over Exchange
State using software without paying.
Average Rating:
Product Information and Resources for Technology You Can Use To Boost Your Business

Network Security Spotlight
Researchers Find Malicious Android Apps Can Hack Gmail
A new study shows that a weakness in the Android mobile operating system can be used to steal sensitive, personal info from unwitting users. Gmail proved to be the easiest app to attack; Amazon, the hardest.
UPS Stores in 24 States Hit by Data Breach
Big Brown has been breached. UPS said that about 105,000 customer transactions at 51 of its UPS Store locations in 24 states could have been compromised between January and August.
Cost of Target Data Breach: $148 Million Plus Loss of Trust
The now infamous Target data breach is still costing the company -- and its shareholders -- plenty. In fact, the retailing giant forecast the December 2013 incident cost shareholders $148 million.

Enterprise Hardware Spotlight
Acer's New Desktop Box Rides the Chrome OS Wave
Filling out its Chrome OS line, Acer is following the introduction of a larger Chromebook line earlier this month with a new tiny $180 desktop Chromebox and also a smaller Chromebook.
Feds OK $2.3 Billion IBM-Lenovo x86 Server Deal
IBM and Lenovo are celebrating U.S. approval of their x86-based server deal, having cleared some major security hurdles. The deal makes Lenovo a major player for enterprise data centers.
Three New Lenovo PCs Aimed at Business Users
With businesses wanting computing solutions that do more for less money, Lenovo has unveiled three new desktop PCs that it says offer solid computing at a budget-minded price.

Mobile Technology Spotlight
Screen Shortage Briefly Puts Brakes on iPhone 6
RAM? Check. Antenna switch? Check. Screen? Oops. Parts suppliers for Apple have found themselves facing a shortage of screens for the new iPhone 6 as next month's release date for the new smartphone looms.
Bounty Offered to Coders for Oculus Rift Bugs
Coders who find bugs in software for the Oculus Rift VR immersive headset could receive a reward of at least $500 under Facebook's White Hat bounty program. Facebook acquired Oculus in March.
Google Glass Adds Voice Access to Phone Contacts
The latest update to Google Glass will let users access their top 20 phone contacts with voice commands alone. A user can then choose a phone call, Google hangouts, e-mail or text messaging.

NewsFactor Network
Home/Top News | Enterprise I.T. | Cloud Computing | Applications | Hardware | Mobile Tech | Big Data | Communications
World Wide Web | Network Security | Data Storage | CRM Systems | Microsoft/Windows | Apple/Mac | Linux/Open Source | Personal Tech
Press Releases
NewsFactor Network Enterprise I.T. Sites
NewsFactor Technology News | Enterprise Security Today | CRM Daily

NewsFactor Business and Innovation Sites
Sci-Tech Today | NewsFactor Business Report

NewsFactor Services
FreeNewsFeed | Free Newsletters

About NewsFactor Network | How To Contact Us | Article Reprints | Careers @ NewsFactor | Services for PR Pros | Top Tech Wire | How To Advertise

Privacy Policy | Terms of Service
© Copyright 2000-2014 NewsFactor Network. All rights reserved. Article rating technology by Blogowogo. Member of Accuserve Ad Network.