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CRM for the Small Business Set in Quickbooks

Posted on 9.06.2011

Managing customer relationships is a significant challenge for small businesses, but it is also one of the biggest opportunities. Small businesses have been slow to explore CRM solutions on the whole, but that will likely change as they become exposed to the opportunities in their day to day work. Today's announcement that Intuit has unveiled Salesforce for Quickbooks might just provide the perfect introduction to CRM. 

The offering synchronizes customer data with QuickBooks to provide customer related information to those in sales and management to eliminate data entry in disparate systems, showing aggregated customer information alongside probability for closing a deal. 

“By integrating these best in class products, millions of small businesses can now seamlessly connect their front office and back office, sharing relevant information across the business,” said Dan Wernikoff, senior vice president and general manager of Intuit’s Financial Management Solutions division. “The combination of QuickBooks and Salesforce data provides a powerful, expanded view of business information that will help users turn leads into customers.”

The integration of Salesforce is but one of the many improvements in QuickBooks 2012 including a new calendar view which auto-populates appointments, a searchable library of contributed reports, a document center to store and manage documents, inventory center, a batch timesheet creation and batch invoicing, one-click transcations and a lot more worthy looking into. 

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