Newsletters
News & Information for Technology Purchasers NewsFactor Sites:       NewsFactor.com     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
24/7/365 Network Uptime
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
September 19, 2011 1:53PM

    Bookmark and Share
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

Salesforce
QuickBooks
CRM



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
Comment:

Name:



Salesforce.com is the market and technology leader in Software-as-a-Service. Its award-winning CRM solution helps 82,400 customers worldwide manage and share business information over the Internet. Experience CRM success. Click here for a FREE 30-day trial.


 CRM Systems
1.   Microsoft Takes CRM to Gov't Cloud
2.   Salesforce1 Adds Mobile Features
3.   Salesforce Partners with Philips
4.   Salesforce1 for Retail for Digital Age
5.   Oracle Buys Micros Systems for $5.3B


advertisement
Microsoft Takes CRM to Gov't Cloud
With Dynamics CRM in early 2015.
Average Rating:
Salesforce1 Adds Mobile Features
To access, analyze, act on biz data.
Average Rating:
Salesforce Partners with Philips
On cloud-based healthcare platform.
Average Rating:
Product Information and Resources for Technology You Can Use To Boost Your Business

Network Security Spotlight
Researchers Working To Fix Tor Security Exploit
Developers for the Tor privacy browser are scrambling to fix a bug revealed Monday that researchers say could allow hackers, or government surveillance agencies, to track users online.
 
Wall Street Journal Hacked Again
Hacked again. That’s the story at the Wall Street Journal this week as the newspaper reports that the computer systems housing some of its news graphics were breached. Customers not affected -- yet.
 
Dropbox for Business Beefs Up Security
Dropbox is upping its game for business users. The cloud-based storage and sharing company has rolled out new security, search and other features to boost its appeal for businesses.
 

Enterprise Hardware Spotlight
Microsoft Makes Design Central to Its Future
Over the last four years, Microsoft has doubled the number of designers it employs, putting a priority on fashioning devices that work around people's lives -- and that are attractive and cool.
 
Contrary to Report, Lenovo's Staying in Small Windows Tablets
Device maker Lenovo has clarified a report that indicated it is getting out of the small Windows tablet business -- as in the ThinkPad 8 and the 8-inch Miix 2. But the firm said it is not exiting that market.
 
Seagate Unveils Networked Drives for Small Businesses
Seagate is out with five new networked attached storage products aimed at small businesses. The drives are for companies with up to 50 workers, and range in capacity from two to 20 terabytes.
 

Navigation
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.