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Salesforce CRM Setup including integration with Quickbooks

We are using Group edition of Salesforce and we are definitely not getting the best out of it. We need to De-dupe the leads we have and design the CRM to suit our needs (producing contracts, assigning appointments for field based agents). We also need to produce Invoices and pay our staff using Quickbooks online. We are also cut and pasting a lot in Salesforce which we know is a waste of time. Other things we would like to do is:

Automatically remind clients via text about appointments

Allow Partner businesses to view/download and upload documents and contracts for our clients.

Seamlessly integrate with our website for a clients portal.

Our website is [url removed, login to view] (we have an IP filter to stop hacking and unwanted attention)

Beceriler: Intuit QuickBooks , Salesforce.com

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İşveren Hakkında:
( 10 değerlendirme ) Swansea, United Kingdom

Proje NO: #4836097

Bu iş için 8 freelancer ortalamada £556 teklif veriyor

consus

Hello Sir We are Quickbooks and Salesforce Integration specialist please check inbox for bid details and previous work references Thanks

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(29 Değerlendirme)
7.1
NishantBamb

Hello, Please refer your Inbox for my experiences with Salesforce and more details. Thank you.

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(17 Değerlendirme)
4.9
HIGRO

Hello , We have developed various Integration software for QuickBooks . We will design a software according to your requirements . Please see demo video of our past integrations software’s . [login to view URL] Daha Fazla

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(1 Yorum)
4.6
hafeez

Please review my private message

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(2 Değerlendirme)
3.0
mahaabuzeina

i am working as chief accountant since 12 years & I'm doing remote accounting & business consulting since three years i had experience with several accounting software QuickBooks , Xero , quicken,Myob, with different Daha Fazla

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(4 Değerlendirme)
2.6
mrkhurramster

Hi My name is khurram iqbal and I am Salesforce Certified Developer. Expertise. + 3 year experience of development and consultancy. + Expert in Apex. + Developer of 2 App-Exchange Apps and 1 ipad app using sal Daha Fazla

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(0 Değerlendirme)
0.0
arnab304029

Hi, I am Arnab. I am a chartered accountant from India. I have a small setup here in kolkata.I already have 3 ongoing quickbboks client and i am also very familiar with salesforce.I am really committed to this project Daha Fazla

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(0 Değerlendirme)
0.0
bestfitsoln

Please check your inbox for detailed bid.

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(0 Değerlendirme)
0.0