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,
ensuring data and reporting accuracy.
How simple is that?
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1.855.EasyCRMwww.CampaignerCRM.com
© 2012 CampaignerSPM™ | www.CampaignerCRM.com | 1 .855 .EasyCRM
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CRM that's fully integrated with QuickBooks
CampaignerSPM integration with QuickBooks ensures that all of your customer
information stays consistent, current, and sychronized, using either CampaignerSPM
or QuickBooks. All changes or updates are automatically propogated across
both systems, eliminating double-entry of data and errors to ensure 100%
accuracy.
Automated, Accurate Information FlowCustomer data stays up to date and accurate regardless of whether its updated
using either system. Automatic synchronization ensures 100% accuracy!
Two-way Synchronization Ensures 100% Data Accuracy CampaignerSPM integration with QuickBooks automatically synchronizes your
CampaignerSPM Accounts, Contacts, Opportunities, and Products with QuickBooks.
Accounts, Contacts and Products can be updated from either side, while Opportunities
synchronizes in one direction to avoid confl icts.
Multiple Synchronization Modes Automate Key Sales Stages Set automatic generation of key sales documents such as estimates, sales
orders, invoices and more, by linking specifi c opportunities in CampaignerSPM to
transactions in QuickBooks. Or link it to sales confi dence levels to automatically
generate the document when a specifi c level has been achieved.
Personalized Training and Support Webinars and Resources
We’re here to help you get the most out of CampaignerSPM Our live, interactive
and personalized training and support Webinars help you set up, confi gure
and start using CampaignerSPM Link for QuickBooks. We'll show you the industry’s
best practices, share some tips and tricks, and answer all of your questions.
For more information, visit us online at www.CampaignerCRM.com or
contact your CampaignerCRM sales representative at 1.855.EasyCRM.
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Automated data
synchronizationAll Information
stays up to date and
synched between
CampaignerSPM and
QuickBooks for
100% accuracy and
consistency.
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Easily generate accurate
customer documents Generate accurate
estimates, invoices, sales
orders and more
Automate document
generation as needed,
based on specifi c
opportunities or sales
confi dence thresholds
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1.855.EasyCRMwww.CampaignerCRM.com
© 2012 CampaignerSPM™ | www.CampaignerCRM.com | 1 .855 .EasyCRM
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