I am trying to find out if anyone out there is utilizing [url removed, login to view] and Peach Tree together. I am basically looking to integrate the two of them so that quotes done in Peach Tree can be imported into Sales force and the order info will flow from the Sales Force to Peach Tree automatically.
Also, Salesforce must sycnronize accounts information with peachtree.
Ones a new quote is generated in the new software, a new opportunity in salesforce must be created in the specific account. Modifications to the quote must be registered in salesforce as well. Ones the quote converts to a sale, the user must close the opportunity in salesforce as won, and the software must create purchase orders to the vendors for the items quoted.
In addition, a option to create purchase order mutbe active to combine items from different won quotes for particular vendors.
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Hi, Thanks for considering us. we do have highly experienced and dedicated expertise in the CRM field. Please check PMB for more details soon. Thanks Shubham Jain Sigma Infosolutions Ltd.