Challenge
- CRM and accounting data lived in two separate systems.
- Manual searches took time, introduced errors and slowed down decisions.
Enterprise
Connecting Salesforce and QuickBooks for a Retail Chain
A small retail chain kept customer data in one system and bookkeeping in another. Pulling information from both by hand was slow, error-prone and delayed decisions.
Industry: Retail
Solution
- We began with a study of the bottlenecks in the existing business systems.
- We then connected the client’s Salesforce CRM to its QuickBooks accounting software, combining business intelligence with application integration in a cost-effective solution.
Results
- The client gained a single view of the business with unified information on sales patterns.
- It could see the ratio of leads to conversions.
- It could forecast expenses and ROI from the combined data.
Technologies
SalesforceQuickBooks
