Sales CRM processes are a lot more than booking, billing and collections

For small and medium sized businesses, the accounting system of choice is QuickBooks. Starting as a desktop, standalone software, QuickBooks Online- the web based version has caught on and I would reckon is as popular if not more than its legacy version.

This is a fiercely contested market. There are others like Xero, Freshbooks, Wave accounting, Zoho, Tally solutions- plus many software products that cater to one or 2 markets. QuickBooks from Intuit stands out for catering to many markets, having a easy to understand user interface and a very very affordable pricing.

It’s the software that we ourselves have used for close to 5 years.

So, when it came to integrating with an accounting software for Saleswah CRM, it’s no surprise that we chose QuickBooks.

We are not the first CRM to have integrated with QuickBooks, we will also not be the last. But, there is a difference with how we have approached integration with QuickBooks vs how most others have.

Firstly, even if you do not have a QuickBooks account, you can work with Saleswah CRM.

Secondly, Saleswah CRM is a robust B2B sales (and service) CRM which deep and extensive process flows in lead management, marketing campaign management, deal and funnel management, contact and account management and scheduling and logging activities like appointments, visits and tasks. It maintains its own products list, pricing table and can send out Quotations and acknowledge customer purchase orders.

We wanted QuickBooks Online and Saleswah CRM to be complementary in how they worked together.

So, we have 2 use cases.

Let’s say you are already a Saleswah CRM user (admin) and you want to link it with QuickBooks online. You can link to your existing QuickBooks account from within Saleswah. If you do not already have an account with QuickBooks, you will be asked to create one.

Or, if you are a QuickBooks user and you want to check out Saleswah CRM, you can do so by going to the QuickBooks app store and click on Saleswah CRM to instantly create an account with Saleswah. Once you have a Saleswah account, head to the integrations page (under admin settings) and import your Contacts and Accounts, Products List and the list of pending invoices for your sales team to follow up for collections.

Yes, right now we want the QuickBooks integrations to serve the purpose of helping collections effort. The next step will be to push invoices out and do collections reconciliation.

 

 

 

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