Is your finance team constantly bombarded with requests for customer sales data from sales reps? This is a major source of frustration for finance teams. When you are in the middle of important tasks, the last thing you want is to be interrupted by requests for information. Integrating finance data with your CRM ensures finance teams can focus with no disruptions.
This type of integration gives sales reps direct access to customer invoices and other financial data stored in QuickBooks, so they can quickly find the information they need without bothering finance. In addition, a QuickBooks-Salesforce integration automates many of the tedious, manual tasks that sales reps and finance teams have to perform on a daily basis.
Straight off the bat, here are a few key benefits for finance teams:
- Strengthen cross-team communication between sales and finance teams.
- Utilize customer sales data inside Salesforce to make informed decisions.
- Gain real-time visibility into invoices, payments, and other financial data.
Let’s explore these benefits further.
QuickBooks & Salesforce Integration (3 Key Benefits)
While QuickBooks and Salesforce function effectively as standalone solutions, syncing data across these two platforms is essential to the success of sales and finance teams. If you are serious about streamlining processes and boosting efficiency, a QuickBooks-Salesforce integration is a must-have. Here are three immediate benefits:
1 – Strengthen cross-team communication
When data is siloed in different systems, it is difficult for teams to get the information they need in a timely manner. This often leads to unnecessary frustration and finger-pointing. Integrating these two platforms can eliminate the tension between sales and finance teams. From the perspective of finance teams, this is a weight off their shoulders.
2 – Control the finance data shared via Salesforce
Sales teams do not need access to all financial data. In fact, most sales reps only need to see data that is relevant to the customer they are dealing with at any given time. With a QuickBooks-Salesforce integration, you can customize exactly which data fields are visible to sales reps. This ensures finance teams can maintain control over confidential information.
3 – Automate manual tasks
Manual data entry is time-consuming and prone to error. A QuickBooks-Salesforce integration can automate many of the mundane, repetitive tasks that sales reps and finance teams have to perform on a daily basis. As financial data is mirrored in real-time on Salesforce, everyone is always on the same page. This can help reduce back-and-forth communication.
What is the best Salesforce QuickBooks integration?
Breadwinner is well-equipped to provide finance teams with some much-needed relief. We offer a robust QuickBooks-Salesforce integration that can fundamentally reshape workflows and accelerate communication between sales and finance teams. Breadwinner’s Salesforce-native solution automatically syncs data across QuickBooks and Salesforce in real-time.
The best bit? This connector works out-of-the-box. You can begin unlocking value within the space of an hour. If you are looking for an immediate solution to sales-finance coordination, Breadwinner is waiting in the wings to help.
To find out more about our QuickBooks Salesforce integration, you can book a demo today.
