Got Quickbooks and Salesforce.com? Get Intuit’s end of life email? Read this:
Did you get Intuit’s notification that they are ending their Salesforce for QuickBooks integration? It’s the integration that connects accounts, items, transactions, and a few other things between Salesforce to QuickBooks Online. With Intuit’s announcement email a month ago, they made the difficult decision to cease offering the product to end users, effective Dec 3rd. This puts many of you on shaky ground, but Intuit did set up a support portal with instructions on what to do next. Since we use QuickBooks internally too, we had to find alternatives. Thankfully, we found Autofy for Salesforce. The integration can replace Salesforce ...
NPSP 3.0 and NGO Connect
Over the past few months, Salesforce has been announcing a variety of upgrades and new products. Two of the coolest new products to be announcement recently include the new version of the Nonprofit Starter Pack (3.0) and the NGO Connect. Some of you may be asking, “What are these?” or “How are these different?” Let’s take a closer look into each: Nonprofit Starter Pack 3.0 The name Nonprofit Starter Pack probably sounds familiar to you and it has good reason. This is because the Nonprofit Starter Pack is the primary app nonprofits install to use Salesforce. The Nonprofit Starter Pack ...
Sales Enablement – Mobile + CRM
As a busy sales rep who is on the road a lot, have you ever become frustrated that key information is stored on corporate server and is not accessible remotely or from your mobile? Do you ever dread that time when you get back in the corporate or home office to spend hours updating your sales activities, entering notes, creating proposals, and updating deal statuses? Do you have to connect via tedious VPN connections and logon to multiple different systems? It does not have to be that way! Imagine a mobile CRM that let's you do your job where ever ...
Marketing Automation: Pardot + Gmail Episode 3
If you are familiar with the way that Salesforce for Outlook works, the Gmail extension for Pardot Chrome and Firefox works the same way. Just like sending emails out of Pardot, now you can send one-off emails and if they click, Pardot will add them as a prospect allowing you to see where they go on your site. From there you can easily add them to drip campaigns or other marketing campaigns out of Pardot. Here is what it looks like in Gmail: There is just one Caveat: You are unable to just track opens. So, if someone opens ...
Marketing Automation: Salesforce.com and Marketing Automation Episode 2
Marketing automation has been around for a few years now, but only until recently has other companies understood the true value of it. ExactTarget saw this value when it acquired Pardot in 2012 and Salesforce subsequently bought ExactTarget in 2013. Alone, marketing automation is a great tool to keep prospective leads thinking about your company, but the integration with Salesforce is what forges actionable data. Let me explain what I mean by “actionable data.” Firstly, it is important to know that ExactTarget is designed for B2C/marketing-centric organizations and Pardot is for B2B/Sales-centric organizations. While they do similar things, they ...
