1. Accounting System Integration Webinar

2. Agenda Why Integrate? Traditional Integration AppExchange Offerings
Demonstration

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

4. 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

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

6. Traditional Integrations
Salesforce
Quickbooks
Great Plains
Etc.

7. 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)

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

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

10. AccountingSeed
Demonstration by Debbie Fanning