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Surado Solutions, Inc.
2060 Chicago Ave. · Suite C5 · Riverside · CA · 92507 · USA
Telephone:  (951) 682-4895 · FAX:  (951) 682-3846
www.SuradoCRM.com
Media Contact:
Marian Prigmore
(800) 4SURADO
(800) 478-7236

***For Immediate Release***

Surado CRM Integration for Intuit QuickBooks Released
Latest Integration Extends Reach to Financial Systems

Riverside, CA, November 30, 2004 - In keeping with its commitment to providing powerful, versatile and sensible solutions that help companies know their customers and keep them for life, Surado Solutions, the emerging innovator in Customer Relationship Management (CRM) software, today announced the release of Surado CRM Integration for Pro, Premier and Enterprise Versions of QuickBooks Financial Software.

The release of Surado CRM Integration for QuickBooks adds another option to Surado CRM’s Integration for Financial Systems, which also includes an option to integrate Surado CRM with Microsoft Great Plains.

“Surado is pleased to provide Intuit customers and other small and mid-market companies with more exciting options for implementing Surado’s fully integrated CRM front-end software with QuickBooks’ Financial Software,” stated Sundip R. Doshi, Surado’s CEO, “The ability to meld financial system information with a CRM system is an important part of securing a true 360 degree view of the customer.”

The financial software integrations are quick, easy and seamless, increasing Surado CRM value to the customer. And by using Surado’s integration module, integration time is reduced by as much as 80%. Surado CRM integrated with QuickBooks enables:
  • Auto update Contact Information from Surado CRM to QuickBooks
  • Create Invoices from Surado CRM Quotes Module directly into QuickBooks
  • Update Products/Inventory from QuickBooks to Surado CRM

Surado Integration for QuickBooks allows users to not only view and modify information from QuickBooks but also to create and modify contacts, quotes and orders directly in Surado CRM. By enabling the seamless linkage between Surado CRM and QuickBooks, employees can view a variety of information, located in QuickBooks, from Surado CRM including:
  • Customer information
  • Purchase Orders
  • Credit Status
  • Invoice History
  • Product Pricing
  • Account Summary

In addition to viewing the above information, automated data set updates to back-office applications, greatly reducing unnecessary duplicate data entry and facilitating data consistency with disparate applications throughout the enterprise. In addition, the tight integration and real-time access to information reduces redundant end-user training on multiple applications while increasing data integrity and improving efficiency, including decreased usage licensing costs for integrated applications.

Surado CRM Integration for QuickBooks is also customizable. Our easy-to-use interface allows companies to decide which information they would like to view in Surado CRM, by individual user groups, without incurring programming costs to write complicated scripts.

Deployment of Surado CRM Integration for QuickBooks is quick and easy through an installation wizard that provides links created from the Surado CRM database to a QuickBooks database, utilizing the unique fields (such as account numbers) that will be the same in both systems. The installation wizard automatically creates folder tabs within the Surado CRM contact Screen that associates and displays related information for an account. Data can then be viewed and manipulated in real time, avoiding the need for cumbersome import and export routines or other costly and time consuming customer solutions.

About Surado CRM
Surado CRM is available directly from Surado by calling 1.800.4SURADO (1.800.478.7236) or through Surado's Channel Partners. Product information, as well as a complete listing of Surado CRM modules and features can be found at www.SuradoCRM.com.

About Surado
Surado Solutions, Inc., founded in 1995, is headquartered in Riverside, CA. Surado provides a full spectrum of products and services in Customer Relationship Management (CRM) and e-business solutions. For more information about Surado's CRM products and services, visit www.SuradoCRM.com.


Surado CRM, Surado SCM SQL, Surado SCM Web and Surado are registered trademarks of Surado Solutions, Inc. All other product names and service names are trademarks of their respective companies.