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Integrating Salesforce and QuickBooks

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dreamforce2006
dreamforce2006
Economy & FinanceBusiness
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Integrating Salesforce and QuickBooks Jamie Grenney, Salesforce.com Nicki Decloux, SalesCentrix.com Paul Luckett, Mr. Computer Man Track: Advanced PE System Administrators
Safe Harbor Statement ,[object Object],[object Object],[object Object],[object Object]
Agenda ,[object Object],[object Object],[object Object],[object Object],[object Object]
Salesforce.com’s Integration Strategy
QuickBooks vs. QuickBooks Online http://oe.quickbooks.com/compare.cfm
Nicki Decloux AccountDynamics Director, Sales & Alliances
AccountDynamics
AccountDynamics Account Customer Invoice Integration Touch Points Opportunity QuickBook Item Product Line Item Opportunity Product Salesforce QuickBooks
Account Dynamics ,[object Object],[object Object],[object Object],[object Object]
Account Dynamics ,[object Object],[object Object],[object Object],[object Object]
Paul Luckett Founder [email_address] et
MR COMPUTERMAN ,[object Object],[object Object],[object Object],[object Object],INDUSTRY: IT Outsourcing EMPLOYEES: 5 GEOGRAPHY: Regional PRODUCT(S) USED: SFA, Service & Support, Knowledge Base # USERS: 5
MR COMPUTER MAN – Key Challenges ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
MR COMPUTER MAN– The Solution ,[object Object],[object Object],[object Object],[object Object]
MR COMPUTER MAN – Results ,[object Object],[object Object],[object Object],[object Object],[object Object]
How To Get Started QuickBooks Online Visit the AccountDynamics Online Edition in the AppExchange. Give us a call. Download the App. We’ll help you set up a few custom fields . QuickBooks Installed Visit AccountDynamics in the AppExchange. Give us a call. Download the App. We’ll help you set up a few custom fields. We’ll walk you through software installation (over a web session). We’ll show you how to synchronize your existing customers and products. You’re ready.
Nicki Decloux Director, Sales & Alliances Paul Luckett Founder QUESTION & ANSWER SESSION
Session Feedback Let us know how we’re doing! ,[object Object],[object Object],[object Object],[object Object],[object Object],Save time! Use your cell phone or mobile device to send Feedback via SMS/Text Messaging! Send a message to 26335 In the message body: Session 120, #### For example, “ Session 123, 5555 ” Session ID: 120 Session ID # Scores for 4 categories SMS Voting powered by:

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Integrating Salesforce and QuickBooks

  • 1. Integrating Salesforce and QuickBooks Jamie Grenney, Salesforce.com Nicki Decloux, SalesCentrix.com Paul Luckett, Mr. Computer Man Track: Advanced PE System Administrators
  • 2.
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  • 5. QuickBooks vs. QuickBooks Online http://oe.quickbooks.com/compare.cfm
  • 6. Nicki Decloux AccountDynamics Director, Sales & Alliances
  • 8. AccountDynamics Account Customer Invoice Integration Touch Points Opportunity QuickBook Item Product Line Item Opportunity Product Salesforce QuickBooks
  • 9.
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  • 11. Paul Luckett Founder [email_address] et
  • 12.
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  • 14.
  • 15.
  • 16. How To Get Started QuickBooks Online Visit the AccountDynamics Online Edition in the AppExchange. Give us a call. Download the App. We’ll help you set up a few custom fields . QuickBooks Installed Visit AccountDynamics in the AppExchange. Give us a call. Download the App. We’ll help you set up a few custom fields. We’ll walk you through software installation (over a web session). We’ll show you how to synchronize your existing customers and products. You’re ready.
  • 17. Nicki Decloux Director, Sales & Alliances Paul Luckett Founder QUESTION & ANSWER SESSION
  • 18.