Here’s how QuickBooks and CRM can increase sales for your small business.

From small, self-managed companies to medium-sized organizations and leading international corporations, customer relationship management (CRM) and contact management are the proven way to focus on what matters in business and drive results. But with a variety of CRM software options out there, how do you choose? A quick glance at CRM software review sites shows why Salesforce is the #1 CRM for businesses of all sizes.

Integrate CRM with QuickBooks and other accounting software.

Integrating Quickbooks with Salesforce will allow you to share your financial data with your sales team. Not only will you be able to view customer information, but by connecting with QuickBooks, you can also track expenses, create customer reports, and gain insights so you can better forecast.

To connect Quickbooks or any other accounting software to Salesforce CRM, visit AppExchange to search for a prebuilt app. Here are some apps that can help:

Learn how to increase productivity with CRM and accounting software – watch our free demo.