Salesforce is a Customer Relationship Management (CRM) platform commonly used by sales teams to collect and organize customer information. Quickbase extends the benefits of Salesforce by taking information collected from the sales team and seamlessly transferring it to the project delivery side of the business. Essentially Salesforce works well for lead and sales tracking, and Quickbase works well for project fulfillment and delivery. Together Salesforce and Quickbase are a powerful solution.
The integration of SalesForce and Quickbase is a step towards full Enterprise Resource Planning (ERP). ERP refers to all the various processes that are essential to running a business, including inventory and order management, accounting, human resources, customer relationship management (CRM), and beyond. ERP software integrates these various functions into one complete system to streamline processes and information across the entire organization.
The integration of SalesForce with Quickbase creates a shared database that supports multiple functions used by different business units. This means that employees in both accounting, project management, and sales can rely on the same information for their specific needs.
Linking Salesforce with Quickbase one of the most effective ways of linking your internal sales team to the project fulfillment and delivery process. When a project closes, an integration with Quickbase can help get all of the relevant information from the Salesforce to your dev teams, ensuring a speedy, accurate, and properly scoped kickoff to the project. In many environments Quickbase becomes a tracking device for the delivery of goods, services and projects.It also helps protect against any information being lost between the two systems.
The integration of Salesforce with Quickbase will: