Managing Subscriptions with Salesforce and your Accounting

As companies move to a Service-Delivery and Software-as-a-Service model the focus shifts from building and selling products to managing ongoing or recurring customer relationships, resulting in predictable revenue streams – adding a new challenge for billing them. This article will outline the design concepts, configuration considerations, and setup recommendations to support recurring services business models […]

Why is it Essential for Small Businesses to Integrate CRM and QuickBooks?

The CRM (Customer Relationship Management) referred in this blog represents CRM likes and Microsoft Dynamics CRM are well known business tools due its capacity to instantly manage customer data from different channels and demonstrate it in one consolidated view. Matching up your QuickBooks or your accounting software with your CRM solution can  boost and widen the effectiveness of […]

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