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| ![]() | ![]() We Now Offer GoldMine Connectivity To QuickBooks April 30, 2010 The ever-expanding versatility of our SystemPlugIn now includes GoldMine CRM/Sales Force Automation connectivity to the popular QuickBooks business accounting software. QuickBooks information coming over to GoldMine includes: • Summary data, such as: Sales, hits, average order amounts. Summary data can be viewed in the following periods: YTD, LY, LYTD, Trailing 12 months. • Sales Orders (as Invoices/Completed Sales) • Sales Receipts (as Invoices/Completed Sales) • Purchase Orders (as Invoices/Completed Sales) • Invoices (as Invoices/Completed Sales) • Credit Memos (as Completed Sales w/negative amounts) • Estimates. Estimates can be set as a forecasted sale. • Customer list • Vendor list. • A/R Information- includes the following balances: Current, 1-30, 31-60, 61-90, 91+. QuickBooks’ users can take action on their accounting metrics within GoldMine with automated sales and marketing processes, as well as unlimited target marketing campaigns. Email marketing plays a significant role in these strategic programs. Of course, GoldMine’s powerful activity and contact management is included. The soon to be released version 9.0 will introduce unlimited dashboards for valuable analytics. Companies using QuickBooks can contact CRM International for a demonstration at 800-782-1534, or at sales@crminternational.com.
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