Integration for QuickBooks_

Overview

More than ever, organizations are seeking to ensure that they will realize a valuable return on investment from their CRM system. Companies must first have a clear understanding of what information they want to gather and how the CRM system will be used to capture and analyze this data to improve efficiency and customer service.

When selecting a solution, consideration must be given to how quickly, easily, and seamlessly integration with other applications can be achieved. Surado CRM Integration for QuickBooks (SI-QB) provides an easy means of integrating Surado CRM and QuickBooks, utilizing an integration module developed specifically for Quick-Books. By using this module, integration time can be greatly reduced. Surado CRM SI-QB allows users to view customer and vendor information from QuickBooks directly in Surado CRM, as well as automatically transfer contacts, utilize QuickBooks inventory records and turn Surado CRM quotes into QuickBooks sales orders.

What Information is Integrated

After enabling the seamless integration between Surado CRM and QuickBooks, employees can click folder tabs to access information from QuickBooks including:

• Customer Information
• Vendor Information
• Purchase Orders
• Invoice History
• Credit Status
• Account Balance


In addition to viewing the above information, automated data updates to Quick-Books greatly reduce unnecessary duplicate data entry and facilitate data consistency throughout the enterprise. The tight integration and real-time access to information has many benefits, from reducing user account management and end-user training on multiple applications to increasing data integrity and improving efficiency, plus decreased usage licensing costs for integrated applications like QuickBooks.


Realize

Your organization has already made an important strategic decision to keep customers for life by selecting Surado CRM for your CRM initiative. If you have already made an investment in QuickBooks as your back-office solution or are thinking of selecting QuickBooks, Surado Integration for QuickBooks will help you realize a return on investment in no time! One of the qualities that sets Surado apart from other CRM providers is our commitment to bringing integrated front-office and back-office solutions to our customers with ease. It’s with this high level of integration that we provide the promise of a 360-degree view of your customer — thus empowering everyone in your organization — from sales and marketing to accounting and finance to shipping and support — to work together, efficiently, in the business of building pro. table customer relationships!

Surado CRM Integration for QuickBooks gives your employees greater customer insight by enabling them to:

• Get a true 360-degree view of your customer on one screen
• Quickly identify cross-sell and up-sell opportunities
• Easily access account balance information
• Identify additional purchasing power — or lack thereof
• Identify availability of products for sales
• Quickly assist customers with order status
• Generate more accurate quotes and proposals
• Avoid redundant data entry
• Maintain data integrity through automatic updates between systems
• Reduce the need to login and learn the QuickBooks interface by accessing information directly from Surado CRM


Improve Efficiency and Sell More Effectively

There’s no easier way to move more customers through every stage of your company’s sales cycle. For instance, your sales team can generate on-site quotes or proposals, and automatically turn them into sales orders in QuickBooks. These orders can then be processed in QuickBooks, and once processed, this information is available for viewing in Surado CRM.
















When account information such as address, telephone number or e-mail is updated in Surado CRM, it is automatically updated in QuickBooks. It’s a streamlined process that provides the ultimate benefit of increased revenue.


Rapid & Easy Roll-Out

Surado provides an easy means of deploying the SI-QB system. Using an installation wizard, links are created from the Surado CRM database to a QuickBooks database, utilizing the unique fields that will be the same in both systems. The installation wizard automatically creates folder tabs within the Surado CRM Contact Screen that associate and displays related information for a contact. Data can then be viewed in real time, avoiding the need for cumbersome import and export routines or other costly and time consuming custom solutions.


For more information, availability and pricing on Surado CRM Integration for QuickBooks, call 1.800.4SURADO (1.800.478.7236).