Campaigner SPM Integration with QuickBooks€¦ · Campaigner SPM ™ integration with QuickBook s Campai g ner SPM™, our advanced Sales Process Manager, lets you effortlessly synchronize
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Synchronize your data with CampaignerSPM™ integration with QuickBooksCampaignerSPM™, our advanced Sales Process Manager, lets you effortlessly synchronize your CampaignerSPMdata directly with your QuickBooks software client. Your sales teams have access to accurate, detailedcustomer and account information, transactions, and more. And, your accounting information staysup to date whenever new information is available. CampaignerSPM integration with QuickBookshelps you:
Eliminate duplicate data entry to update customer information, addresses and more
Ensure 100% data accuracy, avoiding common data entry errors
Easily generate documents such as estimates, invoices, receipts, and more
Accurately track jobs and transactions, keeping everything fully visible to both sales
and accounting
Eliminate duplicate data entry and errors
CampaignerSPM integration with QuickBooks lets you accurately synchronize your customer data
from CampaignerSPM's Accounts, Contacts Opportunities, and Products with your QuickBooks'
Customers, Jobs, Transations and Items. Maintain consistency and eliminate the need for
duplicate data entries. Now, whether you're on the sales team or in the back offi ce, you can
be confi dent that your customer information is accurate and up-to-date.
Easily generate estimates, invoices, orders, and more
CampaignerSPM integration with QuickBooks helps to grow your business by helping shorten
the time between making the sale and invoicing the customer. Salespeople can easily generate
accurate estimates, sales orders, receipts and more, using the same data the rest of the offi ce
uses.
CampaignerSPM integration with QuickBooks can automatically generate estimates, invoice or
other documents for the customer based on a specifi c opportunity status. You can also link to
specifi c sales confi dence levels to automatically generate documents. And whenever
information is updated in CampaignerSPM, it is automatically synchronized with QuickBooks,