Salesforce for Quickbooks Pricing, Features, Reviews & Comparison of Alternatives

Salesforce for Quickbooks Reviews

Salesforce for Quickbooks

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

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alesforce 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
quickbooks.intuit.com

Salesforce for Quickbooks Screenshots (2)

Salesforce for Quickbooks screenshot: Create transactions in QuickBooks from Salesforce - When an Opportunity is changed to Closed Won in Salesforce, it triggers a transaction to be created in QuickBooks. (Professional Edition only)Salesforce for Quickbooks screenshot: QuickBooks financial information in Salesforce: Sales people have access to Open Balance and Credit Limit so they can have a more informed conversation with their customers.

Specifications

Intended Users
Freelancers, Small Business
Devices Supported
Windows, Web-based
Supported Countries
United States
Supported Languages
English
Support Options
FAQs, Knowledge Base, Online Support, Phone Support

Salesforce for Quickbooks Pricing

Starting from: $28.00/month
Pricing model: Subscription
Free Trial: Available (No Credit Card required)

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

Competitors Pricing

Tracker RMS

Starting from: £25.00/month
Pricing model: Subscription
Free Trial: Available (No Credit Card required)

Salesforce Sales Cloud

Starting from: $25.00/month
Pricing model: Subscription
Free Trial: Available (No Credit Card required)

Maximizer Wealth Manager

Starting from: $60.00/month
Pricing model: Subscription
Free Trial: Available (No Credit Card required)

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Key Features of Salesforce for Quickbooks

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

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

Alternatives to Salesforce for Quickbooks

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