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)
Bu iş için 8 freelancer ortalamada £556 teklif veriyor
Hello Sir We are Quickbooks and Salesforce Integration specialist please check inbox for bid details and previous work references Thanks
Hello, Please refer your Inbox for my experiences with Salesforce and more details. Thank you.
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 . [url removed, login to view] Daha Fazla
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
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
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