It is worth noting that although it is presented as free on AppExchange, Quickbooks Online Integration is paid after a 14-day free trial.Īt the end of the trial, you can continue to use the Standard Edition of the plugin, which lets you connect up to 5000 fields between Salesforce and Quickbooks, or you can upgrade to the Pro Edition, which allows you to connect up to 50,000 fields. This plugin is rated 4.5/5 stars on AppExchange with 368 reviews. The DBsync team will assist you during initial implementation to help determine which fields to sync and how to best go about linking your Quickbooks and Salesforce databases. This plugin synchronizes data between records in your Salesforce database and customers, jobs, products, invoices, and estimates in your Quickbooks database.ĭata entered into one database is automatically updated in the other. Rather than going back and forth to set up a meeting time, a salesperson can include their calendar availability inside the body of an email.If your business is one of the many organizations that use Intuit Quickbooks for accounting and invoicing, give Quickbooks Online and Desktop Integration for Salesforce by DBsync and Avankia a try. Alternatively, a list of up to 50 email address can be uploaded.īecause the emails originate from a Google Workspace or Gmail account and not from a marketing automation server, they are less likely to end up in a recipient’s Promotions tab. For non-Salesforce users, Cirrus hosts the templates.Ī salesperson can manually add emails to a Flight Plan. For Salesforce users, Salesforce email templates can be used. ![]() The templates can be part of a Flight Plan that includes calls, to dos and book meeting events. Those with permissions can create a series of email templates. For example, if a prospect did not get as far as the pricing page while reading a proposal, a salesperson can either disqualify the prospect or take appropriate follow up action.įlight Plans puts the scheduling of a follow up sequence of emails, calls and other activities in the hands of each salesperson. The Attach functionality allows for a salesperson to find out if a recipient read an attachment and how much of it they read. In the fall of 2017, Cirrus Insight acquired a company called Attach. While composing a message, a salesperson can set a reminder to him or herself to follow up.Īn interview with Cirrus Insight cofounder Brandon Bruce about his company’s tools for sales productivity inside of business or consumer Gmail This information can be used to gauge interest and to set the direction of a follow up email or conversation. The salesperson can also view which links the recipient clicked. With email tracking, a salesperson can find out if and when an email was opened. For example an email could be composed on a Sunday and delivered on a Monday. Email SchedulingĪ salesperson can schedule an email to be delivered at a future date and time. Here is an overview of a few of the ways that salespeople can benefit from the Cirrus platform. Through a combination of internal inventions and acquisitions, Cirrus has assembled a “dream suite” of tools that most salespeople will appreciate. Recently, the company expanded its offering to become a a broad and useful feature set for any user of Gmail or Google Workspace - regardless of whether they are using a specific CRM application. ![]() For anyone who is in sales and who uses either Google Workspace or Gmail, there’s a new sales productivity platform from Cirrus Insight that’s worth taking on a test drive.Ĭirrus Insight’s flagship product was a Chrome extension for Gmail to Salesforce integration.
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