Notes for Quickbooks Press release

Accounting systems are great for tracking Sales after they happen, do not share easily and give no insight into the Sales process. Quickbooks integrated with CRM keeps key information synchronized between Quickbooks and Salesboom.com Cloud CRM. Data is synced bi-directionally and in real time, with real time alerts and customizable workflow to keep things running smoothly. Data sharing is also customizable with Roles and Profiles that only shares the right data with the right people.

Salesboom.com Cloud CRM provides a single, easy to use interface to access information organization-wide. Gain Business insight with Reporting and analytics that tap into all data about your customers, products, quotes, Orders and Invoices.

Maximize the efficiency of your business with Quickbooks + CRM :

• Track expenses
• Create customer reports and analytics that give insight into all data about your customers, products, quotes, Orders and Invoices.
• Better forecasting through having insight into Sales, Quoting, Inventory and Expenses
• Increase productivity with real time data, workflow and alerts.
• Reduce duplicate data entry
• Keep Sales and the Back Office in sync at all times
• Reduce time to Quote by alerting everyone when a new quote is in the pipeline
• Improve Payables by having Account status aligned with sales. The Account turns red if overdue and Sales has history
• Never have sales sell a product that is out of stock again.
• Make every deal profitable with real time profitability calculations
• Keep Product Pricing updated in Quickbooks and in the CRM in real time
• Implement "Just in time" inventory by keeping inventory numbers in sync between Quickbooks and the CRM
• Save search timed

Salesboom.com is a global leader in Cloud CRM (Customer Relationship Management) SaaS solutions for the Enterprise since 2003. With the most robust platform on the market and with thousands of customer implementations from our in-house Professional Services, Salesboom.com has the knowledge and experience to rapidly bring success to any business. Our solutions are crafted to be easy-to-use system and drive user adoption.

Please reach out to us with your specific requests for an AI app and we can make it a reality.