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Business needs evolve. Youngland provides a seamless end-to-end integration experience between Intuit QuickBooks and Microsoft Dynamics CRM. Our team is dedicated to continuously learn, improve, and challenge ourselves in order to best serve all industry needs. |
Is the QuickBooks CRM Connector suitable for my company?
What are some of the real life solutions QuickBooks CRM Connector provides?
How to get the QuickBooks Microsoft CRM Connector solution deployed?
How much disruption will there be during the Connector deployment?
How long will the down time be during the data migration/transitioning?
Technically, how does QuickBooks CRM Connector work?
Can I see a demo of QuickBooks CRM Connector?
Do you implement Microsoft CRM?
Any company that requires sharing data (customers/accounts, items/products, sales orders, sales invoices) between Intuit Quickbooks and Microsoft CRM can benefit from the integration. As far as suitability goes, volume matters more than size. For example, an independent realtor may have thousands of contacts and would benefit greatly from the product whereas a company that only deals with a handful of customers/vendors and has limited numbers of transactions would only get marginal benefit from it.
Youngland has found that the majority of companies can expect a return on investment very quickly due to labor costs of manually synchronizing data or the cost of intangibles (such as losing customers due to poor service stemming from CSRs lacking key customer data).
Elimination of Double Entry
The connector helps to better manage key data by eliminating manual processes, such as extracting data from QuickBooks and bringing it into Microsoft Office Excel 2003 spreadsheets to track or re-enter into the CRM system. Changes to the source data in the accounting software are automatically updated in CRM.
Speeds up order processing
Speed of service is one of the most important factors affecting customer satisfaction and can determine the success of the company. When sales orders are filed, QuickBooks CRM Connector passes it simultaneously to the accounting software. As a result, the sales order is available in the accounting system immediately for processing.
Helps you Know your Customers Better
One of the primary benefits of CRM software is making key information available to your customer-facing staff. The accounting system contains historical invoices and key customer data (such as credit limits) which becomes accessible in CRM with the Quickbooks CRM Connector. This not only allows you to provide better service to your customers but the additional information can help generate future sales with the existing customer.
Please join the Implementation Program that offers the Connector with consultation, installation and data migration.
Youngland knows the importance of reducing disruption to your site and your users. From our past experience of working with customers and partners in implementing and replacing integrations at numerous, we have developed techniques to keep disruption to a minimum.
Implementation and customization of the Youngland QuickBooks CRM integration is performed with minimal down time to the customer. The only down time occurs during the transition of data from system to system. The actual time will depend on the volume and complexity of the data to be transferred.
Youngland’s QuickBooks CRM Connector listens to data change events occurring in both QuickBooks and Microsoft CRM. The Connector then responds by updating data fields in the other system based upon its configuration. Technically speaking, communication is performed via Microsoft Queue Management and other technology such as XML and Microsoft SQL Server. The Quickbooks CRM Connector is scalable from single user setups to hundreds of potential users.
The integration has both server and client components. Server components typically install on the CRM application server or QuickBooks Server. Client components are required on all QuickBooks workstations such as laptops, PCs or terminal servers.
If you would like to learn more about the technical design aspects and features, please read this white paper - Solutions Architecture that will help you understand the platform upon which Youngland QuickBooks CRM integration is built.
If you are interested in a one on one product demonstration, please contact us or call toll free 1-866-778-3322 x 1. One of our representatives will be delighted to schedule a demo for you.
Youngland is a certified Microsoft CRM partner. We are able to provide start to finish CRM implementation services for you or find a qualified CRM partner in your local area if you prefer.
Last Updated: Thursday, February 16, 2012; at 12:43:37 PM
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