QuickBooks SugarCRM Integration Webcast Learn 4 ways to save time and money

1.  Get Orders Entered More Timely into QuickBooks

Enter sales orders in SugarCRM and sync them into QuickBooks in real-time, orders can be entered on laptops, ipads, and other mobile devices by salespeople on the road.  No longer do you have to wait for remote access to QuickBooks or emailing orders into the office.   Orders can be entered right away through SugarCRM, and they will then automaticaily appear in QuickBooks.

2.  Eliminate Redundant Data Entry

Sales orders into Sugar and having them automatically transfer into QuickBooks eliminates duplication of data entry and increases the accuracy of orders in QuickBooks.    Inventory changes and Customer name and address changes in one system can be instantly updated in the other as well.

3.  Eliminate Need for Expanding Quickbooks User Licenses by Seeing ERP Data in SugarCRM 

Sales reps can now see on hand inventory quantities, open sales orders, invoice history, customer credit information, and everything they used to have to either lookup directly in QB or call someone to lookup for them.   Companies can now potentially downgrade QB user licenses, because these “inquiry users” no longer will need access to QuickBooks.

4.  Ability to View QuickBooks ERP Data in the Cloud and on mobile devices through SugarCRM

SugarCRM allows sales reps to view QuickBooks ERP data on the road, on their ipads, and on other mobile devices without being connected to the office.   While Intuit is still getting their act together with their QuickBooks Online product, Sugar is one of the only ways to be able to see QuickBooks inventory, invoice history, and sales history data in the cloud.