Why it is Necessary to Facilitate Online Software Integrations?

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Why it is Necessary to Facilitate Online Software
Integrations?
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(No Transcript)
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• The intention behind using CRM is to generate
  more sales. On the other hand, QuickBooks is
  primarily designed to keep you at the top of your
  financial and accounting records. Hence, it is
  not appropriate to use it to manage your leads or
  boost sales. Although QuickBooks does help to
  keep a track of customer information, it doesnt
  have the functionalities of a CRM tool. Hence, it
  would be foolish to use it as a CRM tool.

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• It is known fact that the QuickBooks is
  completely different than the one observed in CRM
  tool. But QuickBooks Online integration with CRM
  can definitely help to create a better
  relationship with your customers. When data is in
  sync, it will help you to create a great customer
  experience and drive sales. An integrated system
  allows you to keep data at one place and
  completely eliminates double data entry. A single
  common software platform will allow you to handle
  all aspects of your interactions with your
  prospects.

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• One of the biggest advantages of Salesforce CRM
  integration with accounting tool is that it helps
  to grow your sales. Better accounting is another
  benefit, since data is available at a single
  place. A free exchange of data between systems is
  guaranteed when you use these systems. For
  instance, you get the opportunity to view payment
  and invoice details from within the CRM itself.
  No need to open QuickBooks for that. For
  instance, when customer payments are due, you can
  use this information to set reminders in CRM.

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• This Autotask integration will ensure that your
  financial data is always in sync. Also, you get
  the opportunity to schedule the task of
  dispatching credit notes and invoices from
  Autotask. It will also automate other activities
  such as customer updates and billing
  transactions. The integration enables you to
  deliver excellent customer service and moreover
  boost profitability and productivity.