Accounting System Integration Webinar

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Presentation transcript:

Accounting System Integration Webinar

Agenda Why Integrate? Traditional Integration AppExchange Offerings Demonstration

Why Integrate? Sales and Customer Service want to know: A/P status Credit Limit Returns Updated Address Information Order information Etc.

Why Integrate? Accounting wants to: Not have to enter in data on new clients Not have to enter in order (opportunity) information Run a credit check should be done on a prospect

Traditional Integrations Pass Data to/from Salesforce and: Quickbooks Great Plains Peachtree Sage etc

Traditional Integrations Salesforce Quickbooks Great Plains Etc.

Traditional Integrations Many integration products available today on AppExchange Although they are “pre-integrated”, they often need to be customized Real-Time or Batch Annual Fee for certain products Other approach is Data Loader (i.e. Sage)

Popular Solution Migrate Accounting into: AccountingSeed Financial Force Intacct Etc.

AccountingSeed Cost is $250/month plus $29/user Runs on Salesforce platform so same user interface Same backup, security, upgrades as SF

AccountingSeed Demonstration by Debbie Fanning