You want to get the most from all your assets, including your investment in Salesforce CRM. Becausesmaller businesses tend to have fewer resources and tighter budgets, doing more with less is crucial tosurvival and success. This paper describes just what you can do to make a big difference, including:
Distributing marketing materials efficiently
Using Salesforce CRM features to look bigger than you are
Building self-service support centers and websites
Getting your data clean—and keeping it that way
Tracking your training efforts
Extending Salesforce CRM with free apps
Integrate with other applications
Don’t let the word “integration” scare you. If you’re thinking high costsand even higher complexity—relax, no more. Although integration onceinvolved complex custom coding, you can now use plug-and-play middlewaresolutions to get many of the benefits of integration, including greater efficiencies, savings, and moresatisfied customers. Salesforce.com even provides free middleware offerings.What are the most popular apps that customers like you are integrating? The votes are in: it’s accountingand marketing apps, in particular QuickBooks, Google AdWords, and Google Apps. Let’s look at what’savailable to help you integrate your accounting and marketing apps.
Common accounting integrations
QuickBooks is the top accounting application used by smaller businesses. By integrating with accountingand back-office systems, you can eliminate hours of duplicated invoice entry—and the associated errors.What’s more, you’ll be able to track all your sales transactions with salesforce.com’s analytics and alsosynchronize inventory data.Where integration was once expensive and technically complex, many integration scenarios are now veryaffordable and give you an almost immediate ROI.
– Buy, configure, and deploy an integration that maps Salesforce CRM “orders” toQuickBooks “invoices” in fewer than 15 minutes. Boomi QuickBooks Widget starts at $65 a monthper organization.
– It’s a turnkey solution you can install in 20 minutes.DataSynch synchronizes the product and order information between Salesforce CRM and QuickBooks,so your reps see a single “truth.” This solution is available for $75 a month.
– Use this open-source solution to keep your Salesforce CRM and QuickBooks usersand developers on the same page—and your data synchronized. With this solution, you can run eitherone- or two-way synchronizations between Salesforce CRM accounts and QuickBooks.