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Integrating Salesforce and QuickBooks

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Integrating Salesforce and QuickBooks Jamie Grenney, Salesforce.com Nicki Decloux, AccountDynamics Paul Luckett, Mr Computer Man Track: Advanced PE System Administrators
Agenda ,[object Object],[object Object],[object Object],[object Object],[object Object]
Safe Harbor Statement ,[object Object],[object Object],[object Object],[object Object]
Salesforce.com’s Integration Strategy
QuickBooks vs. QuickBooks Online http://oe.quickbooks.com/compare.cfm
Expanding Our Joint Customer Base Salesforce Customer Introduce them to the joint solution Joint Customers Get them set up with the connector QuickBooks Customer Introduce them to integrated CRM
Nicki Decloux AccountDynamics Director, Sales & Alliances
AccountDynamics
AccountDynamics Account Customer Invoice Integration Touch Points Opportunity QuickBook Item Product Line Item Opportunity Product Salesforce QuickBooks
Account Dynamics ,[object Object],[object Object],[object Object],[object Object]
Account Dynamics ,[object Object],[object Object],[object Object],[object Object]
Paul Luckett Founder [email_address] et
MR COMPUTERMAN ,[object Object],[object Object],[object Object],[object Object],INDUSTRY: IT Outsourcing EMPLOYEES: 5 GEOGRAPHY: Regional PRODUCT(S) USED: SFA, Service & Support, Knowledge Base # USERS: 5
MR COMPUTER MAN – Key Challenges ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
MR COMPUTER MAN– The Solution ,[object Object],[object Object],[object Object],[object Object]
MR COMPUTER MAN – Results ,[object Object],[object Object],[object Object],[object Object],[object Object]
How To Get Started QuickBooks Online Visit the AccountDynamics Online Edition in the AppExchange. Give us a call. Download the App. We’ll help you set up a few custom fields . QuickBooks Installed Visit AccountDynamics in the AppExchange. Give us a call. Download the App. We’ll help you set up a few custom fields. We’ll walk you through software installation (over a web session). We’ll show you how to synchronize your existing customers and products. You’re ready.
Nicki Decloux Director, Sales & Alliances Paul Luckett Founder QUESTION & ANSWER SESSION
Session Feedback Let us know how we’re doing! ,[object Object],[object Object],[object Object],[object Object],[object Object],Save time! Use your cell phone or mobile device to send Feedback via SMS/Text Messaging! Send a message to 26335 In the message body: Session 120, #### For example, “ Session 123, 5555 ” Session ID: 120 Session ID # Scores for 4 categories SMS Voting powered by:

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Integrating Salesforce and QuickBooks

  • 1. Integrating Salesforce and QuickBooks Jamie Grenney, Salesforce.com Nicki Decloux, AccountDynamics Paul Luckett, Mr Computer Man Track: Advanced PE System Administrators
  • 2.
  • 3.
  • 5. QuickBooks vs. QuickBooks Online http://oe.quickbooks.com/compare.cfm
  • 6. Expanding Our Joint Customer Base Salesforce Customer Introduce them to the joint solution Joint Customers Get them set up with the connector QuickBooks Customer Introduce them to integrated CRM
  • 7. Nicki Decloux AccountDynamics Director, Sales & Alliances
  • 9. AccountDynamics Account Customer Invoice Integration Touch Points Opportunity QuickBook Item Product Line Item Opportunity Product Salesforce QuickBooks
  • 10.
  • 11.
  • 12. Paul Luckett Founder [email_address] et
  • 13.
  • 14.
  • 15.
  • 16.
  • 17. How To Get Started QuickBooks Online Visit the AccountDynamics Online Edition in the AppExchange. Give us a call. Download the App. We’ll help you set up a few custom fields . QuickBooks Installed Visit AccountDynamics in the AppExchange. Give us a call. Download the App. We’ll help you set up a few custom fields. We’ll walk you through software installation (over a web session). We’ll show you how to synchronize your existing customers and products. You’re ready.
  • 18. Nicki Decloux Director, Sales & Alliances Paul Luckett Founder QUESTION & ANSWER SESSION
  • 19.