2. Get a Full View Of Every Customer,
Across All Departments
Integrate Seamlessly View Complete Customer Information
“ The two-way integration between Intuit QuickBooks and
Soffront CRM preserves the investment in your
Get a 360-degree view of your Contact and Account
details, Order and Payment history, credit status, Sales
The Soffront system accounting system while extending critical back office
application functions into the front office in order to
Order information, and inventory status and receivables
information.
is outstanding. Their eliminate duplicate entries and increase visibility.
newest version is This high level of integration empowers everyone in
your organization -- sales, support, the order desk and Update Invoices
possibly the best accounting -- the ability to share account knowledge for
a full view of every customer. It also improves the lead- Process quotes and sales orders in Soffront, create
CRM that I have to-cash process and significantly reduces paperwork. invoices in QuickBooks and update Soffront against the
right customer record. Import existing invoices from
used. QuickBooks to Soffront in batches.
Synchronize Both Ways
“
- Evan Rosenfield, Seamlessly link customer records, sales orders, Update Payments
invoices, and other business critical information from
American Securities QuickBooks to Soffront and back automatically ensuring Receive payments in QuickBooks and update Soffront
data integrity, delivery, and security. seamlessly against the right customer record. Import
existing payments from QuickBooks to Soffront in
View, compare and verify changes made to your
batches.
customer information either in QuickBooks or Soffront.
Setup automatic field mappings and data conflict
resolution rules between QuickBooks and Soffront to
enable automatic synchronization. Run Accounting Reports
Accounting information can be viewed directly in
Add New Customers to QuickBooks Soffront from QuickBooks providing access and drill
down capabilities to details like open sales orders,
order/invoice history, payment receive amounts, and
New customer and supplier account details created in customer details.
Soffront automatically sync to QuickBooks.
Powerful reporting features include being able to view
When you close your first sale to a prospect, Soffront
invoices, payment receipt reports and a full purchase
can automatically create a correctly structured customer history all within Soffront’s CRM.
record in QuickBooks, eliminating the need for double
entry.
2
3. Use Mobile Devices Part of a Comprehensive CRM Suite
Create new orders or review existing orders from a mobile device Soffront Sales Automation is a part of Soffront’s comprehensive CRM
using Soffront Mobile. Soffront Mobile also provides access to Suite.
product information that reps can review before they meet with the
customer. The Soffront CRM Suite is comprised of Marketing Automation, Sales
Automation, Customer Support, Employee Support, Defect Tracking,
Sales orders are automatically synchronized with back office systems Knowledge Management, Order Processing, Asset Management,
so that your field sales reps can check order status. Mobile Order CRM Portal, Mobile CRM and more.
Capture prevents delays in the sales cycle and increases customer
responsiveness. The Soffront CRM Suite is completely web-based and can be
deployed in days.
Soffront QuickBooks Integration
Bi-Directional Integration
Synchronize Customers
Synchronize Invoices
Synchronize Sales Orders
Import Payment Information
Run Accounting Reports
Standard Features
Calendar / Activities Management
Email Integration
Word and Excel Integration Soffront Software, Inc.
Google Maps Integration
45437 Warm Springs Blvd, Fremont, CA 94539
Queries, Reports, and Analytics
Form Designer www.soffront.com sales@soffront.com (510) 413-9000
Workflow / Process Management
Import and Export Capabilities
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