Salesforce for Quickbooks

Salesforce for Quickbooks

Close more sales. Salesforce for QuickBooks plugs the #1 CRM into the #1 small business accounting software.

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Salesforce for Quickbooks Overview

Salesforce for QuickBooks offers you the #1 sales app with built in integration to QuickBooks. Salesforce users experience: -40% more leads -30% increase in lead conversion -33% increase in sales productivity -30% increase in sales revenue

Pricing

Starting from
US$28,00/month
Pricing options
Free Trial
Subscription

Devices

Business size

S
M
L

Markets

United States

Supported Languages

English

Salesforce for Quickbooks Pricing

Starting from
US$28,00/month
Pricing options
Free Trial
Subscription

Group Edition

Free 14 day trial.
$28 per user per month.
Professional Edition

Free 30 day trial.
$70 per user per month.

Compare features to decide which edition is right for you.

*Call your Intuit Sales Representative to order 888.591.6059

Salesforce for Quickbooks Features

  • API

  • Activity Dashboard
  • Activity Tracking
  • Automatic Notifications
  • CRM Integration
  • Calendar Management
  • Custom Fields
  • Customer Database
  • Customizable Branding
  • Customizable Reporting
  • Customizable Templates
  • Data Import/Export
  • Electronic Payments
  • Email Integration
  • Mobile Integration
  • Real Time Data
  • Reminders
  • Reporting & Statistics
  • Social Media Integration
  • Third Party Integration

Additional information for Salesforce for Quickbooks

Key features of Salesforce for Quickbooks

  • Create transactions in QuickBooks from Salesforce – estimate
  • Customizable dashboards
  • Lead scoring, routing & assignment
  • Manage accounts & contacts
  • Opportunity, task & activity tracking
  • QuickBooks customers sync to Salesforce accounts
  • QuickBooks items sync to Salesforce Products
  • View QuickBooks customer details in Salesforce – open balanc

Benefits

Salesforce for QuickBooks helps you:
- Easily track and cultivate leads from all types of marketing initiatives
- Manage and track every communication, activity and opportunity by contact
- See a complete sales and service history for each prospect or customer
- Enter data once and it’s automatically updated in both Salesforce and QuickBooks1
- Stay on top of everything with real-time dashboards and reports

On average Salesforce users experience:
- 40% more leads
- 30% increase in lead conversion
- 33% increase in sales productivity
- 25% increase in win rate
- 30% increase in sales revenue

Salesforce for Quickbooks FAQs

Below are some frequently asked questions for Salesforce for Quickbooks.

Q. What type of pricing plans does Salesforce for Quickbooks offer?

Salesforce for Quickbooks offers the following pricing plans:

Starting from: US$28,00/month

Pricing model: Subscription

Free Trial: Available

Group Edition

Free 14 day trial.
$28 per user per month.
Professional Edition

Free 30 day trial.
$70 per user per month.

Compare features to decide which edition is right for you.

*Call your Intuit Sales Representative to order 888.591.6059

Q. What are the main features of Salesforce for Quickbooks?

Salesforce for Quickbooks offers the following features:

  • Create transactions in QuickBooks from Salesforce – estimate
  • Customizable dashboards
  • Lead scoring, routing & assignment
  • Manage accounts & contacts
  • Opportunity, task & activity tracking
  • QuickBooks customers sync to Salesforce accounts
  • QuickBooks items sync to Salesforce Products
  • View QuickBooks customer details in Salesforce – open balanc

Q. Who are the typical users of Salesforce for Quickbooks?

Salesforce for Quickbooks has the following typical customers:

Freelancers, Small Business

Q. What languages does Salesforce for Quickbooks support?

Salesforce for Quickbooks supports the following languages:

English

Q. What type of pricing plans does Salesforce for Quickbooks offer?

Salesforce for Quickbooks has the following pricing plans:

Subscription

Q. Does Salesforce for Quickbooks support mobile devices?

We do not have any information about what devices Salesforce for Quickbooks supports

Q. What other apps does Salesforce for Quickbooks integrate with?

Salesforce for Quickbooks integrates with the following applications:

AeronaClinic, Certify Travel & Expense, QuickBooks, QuickBooks Online, Salesforce Sales Cloud, SuperSaaS, Workato

Q. What level of support does Salesforce for Quickbooks offer?

Salesforce for Quickbooks offers the following support options:

FAQs, Knowledge Base, Online Support, Phone Support