Benefits of using an Integrated System
By: Linda Emerson
Tags: Quickbooks Integration, Autotask Integration, Salesforce, Salesforce Integration

If you have recently started your own ecommerce store, you won’t require additional tools to manage your online business. However, as your customer base increase and business expand, you will have to use software tools like Salesforce CRM, QuickBooks accounting and Autotask PSA software to manage your business more effectively. Many business organizations commit the mistake of using them as disparate systems.

Following are the advantages of using an integrated system:

QuickBooks integration

Imagine you have made changes in invoices or contact details in QuickBooks. Want to reflect those changes manually in your ecommerce BackOffice? If no, implement QuickBooks integration and synchronize your data automatically between both the systems. Automatic synchronization is guaranteed when you integrate your online store with QuickBooks.

For instance, you can easily generate a new invoice in QuickBooks for contacts that are available in your ecommerce BackOffice. All you have to do is select the contact in your BackOffice and click on ‘create invoice’ link to generate the document in QuickBooks. If you change the status of an invoice in QuickBooks, it will be automatically reflected in your store and moreover, an email will be sent to the manager, notifying the change.

Many organizations prefer QuickBooks accounting integration with their CRM. A major advantage of this seamless integration is that it allows sales reps to access every customer’s account status from within CRM itself. So, if you want to know whether a specific customer has paid invoices, no need to switch between systems; view it from CRM itself.

Salesforce CRM Integration

Want to use Salesforce CRM to its full potential? Want to improve the productivity and efficiency of your sales team? If yes, the first thing that you should do is connect your Salesforce to your Backend ecommerce. This will enable you to synchronize data in real time between your CRM and online store. Get visibility of all your customer interactions from your ecommerce backend.

In today’s times, it doesn’t make sense to manually export data from ecommerce store into CRM systems and vice-versa. Many times, customers call support executives to know when their order will be delivered. Unless support executives don’t have access to tracking details in real-time, they won’t be able to answer the question satisfactorily. Salesforce CRM integration with ecommerce will provide real-time access to this information, thereby making your support executives better equipped to handle such queries.

Autotask Integration

Autotask PSA is a business management platform that has been specifically designed to improve the efficiency of MSPs. It can integrate with a range of software systems like QuickBooks, CRM, etc., and streamline their processes. For instance, Autotask integration with QuickBooks will enable them to connect their timesheets and expenses with the accounting tool. Also, any records created in Autotask will be automatically created in the system that it is connected with.

On the whole, Ecommerce integration with existing software tools is the key to provide exceptional customer experience. It will provide a single-window view of all related information in real-time, thereby offering a better online shopping experience for your customers.