Tracking and nurturing your customers, conversions & leads will help drive you through the sales cycle and give you the power to manage your business with ease.
We can integrate your system with popular CRM (Customer Relationship Management) packages such as Sales Force and Quote Werks, giving you the power to organize, automate and synchronize sales processes.
Once the opportunity is finalized, the opportunity is flagged and the integration downloads the opportunity as an order in Fishbowl
The related customer data will also be downloaded/updated at this time
After the order is fulfilled (shipped) in Fishbowl the integration will write back to Sales Force the following; Shipment tracking information and Sales Order/Opportunity Fulfillment status
The integration will also update the Quantities available for sale in Sales Force
Compatible Sales Force Editions – Enterprise, Ultimate, Developer or Professional Edition + Purchase of the API for the Professional Edition.
TaraByte Solutions has been providing expert QuickBooks consulting and accounting services to small and mid-market firms since 2001. Our focus is the selection, sale and implementation of inventory solutions. Join the many retail, wholesale, manufacturing and e-commerce businesses that count on us for scalable best-of-breed applications.
Toll Free North America: (888) 745-1533 Worldwide: (949) 645-1019