If you are a Leadpal subscriber and want to add more licenses here is a step by step guide.

Step 1: Goto www.appexchange.salesforce.com, click on login using your salesforce login credentials

Step 2 : Click on My Account

Step 3: You can see all the installed apps in your organization. Click on the modify subscriptions links below Leadpal app.

Step 4:  Change the no of users, to add or remove the no of users. If you want to cancel your subscription you can click on the cancel subscription link.

Step 5: Click on Save button.

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If you are looking to integrate salesforce with Quickbooks, we have compiled a list of various options currently available for integrations. If you need help with integration contact us at info@cm-focus.com

Boomi Atmosphere

The Boomi AtomSphere integration platform as a service (iPaaS) is 100 percent native cloud. It’s a shared-everything, multi-tenant platform that supports cloud-to-cloud, SaaS-to-SaaS, cloud-to-on-premises, on-premises-to-on-premises and B2B integration. Boomi AtomSphere supports real-time integration and elastically scales to meet high-volume needs in mobile, batch (ETL) and EDI environments. Easily accessed via a browser, it delivers an impressive range of integration, master data management (MDM) and platform extension capabilities.

Cost : $550/2000/4000/8000 / month

Pros :

• Widely used, a large number of consultants are available
• You control the whole integrations and not dependent on third party

Cons:

• Need highly skilled consultants to maintain
• High annual costs

For more information visit http://www.boomi.com/products/editions/pricing

Boomi Widget

The Boomi Widget for Salesforce and QuickBooks (“Widget”) is the easiest and quickest way to integrate your Salesforce data with QuickBooks. The Widget is a complete set of pre-built integration processes that does the following:-

• Syncs Customer/Account master data along with Billing Contacts
• Syncs newly won Opportunities from Salesforce to your choice of Invoice, Sales Order, or Sales Receipt in QuickBooks
• Syncs QuickBooks Items to Salesforce Products (one-way)
• Updates Inventory Item quantities in Salesforce (one-way, QuickBooks Desktop Widget only)
• Syncs Invoices created in QuickBooks to Salesforce – Migrates historical Invoices from QuickBooks to Salesforce

Cons :

Its prebuilt with very little customizations. If you want to do some changes than what is offered in the widget you would need to get the Boomi Atmosphere

Works only on production, doesn’t support sandbox

Cost : $65/month for standard widget and $135/month for premium version which supports custom fields

For more information visit http://training.boomi.com/plugins/viewsource/viewpagesrc.action?pageId=10977319#

DBSync from Avankia

DBSync for Salesforce and QuickBooks provides easy synchronization for Accounts, Products, Opportunity Closed to Customer, Jobs, Products and Invoice, Estimate or Sales Order in QuickBooks.

• Standard and Custom objects and fields can be mapped from salesforce.com
• Integrate with Accounting, Databases, files and many more adapters
• Easily integrate with credit card vendors and process credit card from within salesforce.com.
• Integrate with QuickBooks or other accounting packages using DBSync for Salesforce.com and Accounting packages.
• Connects any combination of on-demand and on-premise applications without software or appliances.
• E-commerce orders/ account management to salesforce.com.
• Build, deploy and manage all of your integration processes on a single platform.

Pros:

Supports Multiple Quickbook files

Cost :

Salesforce & QuickBooks single license starts from $795/year, full featured at $1495/year

Additional QuickBooks adapters for Multi-entity firms or Accounting firms starts from $495/year or call for volume pricing.

For more information visit http://www.mydbsync.com/integration/salesforce

For free trial visit https://appexchange.salesforce.com/listingDetail?listingId=a0N300000016bTHEAY

COMMERCIENT ERP SYNC from Commercient LLC

Integration for Quickbooks (2014 and above) with Salesforce. A TWO WAY Sync for Customer info, Orders, Invoices, Payments, and more. Utilize Quickbooks Data in your saleforce CRM and sync Salesforce details into Quickbooks.

• The ERP data is automatically mapped to Salesforce so you don’t have to program anything. ERP compatible with Quickbooks (2014 and above).
• Configured and compatible with Quickbooks (2014 and above).
• Add On Apps: Quickbooks (2014 and above), Create Opportunities and Quotes, Sales Order Entry, Customer creation, Opportunity Invoice tracking for Commissions…

Commercient’s Quickbooks Sync for Salesforce offers two way integration. It allows a syncing of Quickbooks customers to Salesforce automatically and doing the same for invoice, payment and sales orders back to Salesforce. Schedule syncing routines and data integration are both fully customizable.

Cost : $175/company/month

For more information visit http://www.commercient.com/

For free trial visit https://appexchange.salesforce.com/listingDetail?listingId=a0N30000000ptLVEAY

InterWeave from InterWeave Smart Solutions

The Salesforce_Quickbooks Smart Solution is a complete pre-configured Integration Solution – you configure, test and deploy

This is a real-time, bi-directional solution between Salesforce and Quickbooks

Configurable Salesforce to QuickBooks integration. InterWeave Smart Solutions are ready – all processes, workflow, field mapping, pick lists, drop downs or custom fields. Models contain:

•  SF Account/Contacts to Customer/Contact (Primary Contact) (bidirectional)
•  SF Opportunities to Jobs, Sales Orders, Invoices, Sales Receipts, Estimates, Checks, Purchase Orders, Bills, Checks, and more. (bidirectional)
• SF Products to QB Items (bidirectional)
• QB History to SF

In addition

SF Cases to QB Customers or Invoices (bidirectional)

• Multi-currency support
• Multiple price books
• Multiple company files
• Bulk Load Feature
• Credit Card and ACH Payment Gateway
• eCommerce Gateway
• Journal integration; customer, invoices, payments, etc.
•  Scout Order Management /Inventory Integration
• Connection, Error Management and Monitoring, Log Viewer
• Automatic email or IM notification if error detected

New Offerings:

• Database Gateway
• Telephony Gateway
• eMail Gateway
• Customer Support (Zendesk)
• Now with Advance Accounts Payable Features in Salesforce!

For more information visit http://www.interweave.biz/

For free trial visit https://appexchange.salesforce.com/listingDetail?listingId=a0N300000016bNkEAI

Relational Junction for QuickBooks

Relational Junction for QuickBooks© is the Salesforce.com integration solution for QuickBooks users

• Create Invoices, Customers and Sales Orders in QuickBooks
• Update changes in QuickBooks back to Salesforce.com

Integration includes Products, Customers, Sales Orders, and Invoices. Selection criteria for new Customers and financial transactions can be defined according to your business practices. Changes in QuickBooks are reflected back to Salesforce.com. This solution is highly configurable using open source integration logic.

Cost : Contact company directly

For more information visit http://www.sesamesoftware.com/intuit-quickbooks-data-integration/

For free trial visit https://appexchange.salesforce.com/listingDetail?listingId=a0N300000016Zq4EAE

Integrations for QuickBooks by Workato

Workato is a powerful integration platform that lets you connect your applications in minutes – no IT or developers required. With a simple drag and drop interface. Here are some of the Salesforce – Quickbooks integrations available on Workato

• Create a QuickBooks Invoice when an Opportunity is Closed-Won in Salesforce
• Create a New Customer in QuickBooks when an Account is Created in Salesforce
• Update a Customer in QuickBooks if a Customer is Updated in Salesforce
• Sync a Salesforce Custom Invoice to QuickBooks

Pros:

Most of the recipes are free to use

Offers integrations with a lot of other solutions as well

Cons:

Private recipes are not free

Cost : Free/$99/499/user/month

For more information visit https://www.workato.com/pricing

For free trial visit https://appexchange.salesforce.com/listingDetail?listingId=a0N30000000ptXmEAI

Autofy from Propelware

Autofy for Salesforce integrates QuickBooks Desktop and QuickBooks Online (QBO) to Salesforce in just a few easy steps. Stop errors, wasted time, and hassle in their tracks. Start automatically syncing your important data on demand or on schedule, and save time!

• Standard integrations for customers, items, sales orders, invoices, receipts and estimates
• Ability to accommodate custom fields and custom objects
• Easy setup, friendly support and expert help when you need it

Cost : $59/month or  $595/year ($495 nonprofit)

• Robust Test Mode
• Salesforce Opportunities go to QuickBooks Orders, Invoices, Estimates, or Receipts
• QuickBooks Customers sync with Salesforce Accounts
• QuickBooks Items sync with Salesforce Products
• QuickBooks invoice details go to Salesforce Opportunities
• Payments in QuickBooks update the open balance amount in Opportunities
• Error notifications emailed to you
• Syncs on demand or on scheudule

For more information visit http://www.propelware.com/autofy-for-salesforce

For 14 day trial visit https://appexchange.salesforce.com/listingDetail?listingId=a0N30000003JAGSEA4

SaaSOptics

SaaSOptics is the simple, cost effective way to safely track, manage, measure, subscription revenue performance, contract renewals, & performance objectives. SaaSOptics is a cloud-based financial management solution for emerging subscription B2B businesses. SaaSOptics brings financial maturity to emerging subscriptions business, with out-of-the-box integrations with QuickBooks and Salesforce.

Cost : starting at $2000/company/year

For more information visit http://www.saasoptics.com/Pricing/Saas_optics_pricing.html

For free trial visit https://appexchange.salesforce.com/listingDetail?listingId=a0N30000009vx8dEAA

BluSynergy: Invoicing, Payments, Recurring Billing, ERP Integration

INVOICE, accept PAYMENTS, automate SUBSCRIPTION BILLING, and view account BILLING HISTORY with seamless ERP/Accounting integration. Features include customer SELF-SERVICE portals, COMMISSION management, complex pricing models and automated communication.

• Accounts Receivable control right inside Salesforce with integration into your ERP (Great Plains / Netsuite / QuickBooks)
• Accept credit card and ACH payments inside Salesforce. All leading US payment processors supported.
• Configure for either Subscription Billing or traditional invoicing

With eBill traditional invoicing, Salesforce users can create invoices, and invoices can also be periodically imported from your accounting/ERP system (such as Great Plains, NetSuite, QuickBooks, etc.) This EBPP solution enables you to send invoices, accept payments and view account history right from within Salesforce. It also features a self-service customer portal that can be embedded into your own website and Chatter notifications about account billing activity.

Pricing :

Starting at $0.5 USD per Invoice per month

For more information visit http://blusynergy.com/

https://appexchange.salesforce.com/listingDetail?listingId=a0N3000000B5JuaEAF

QXchange

QXchange is a flexible data integration software. Leveraging the Salesforce.com API, data interfaces with QuickBooks, Excel, SQL Server, Sage 50/500, Microsoft Dynamics AX and GP, ODBC, MySQL, Oracle Fusion CRM. Sold as an annual software subscription.

Extract and Load data out with many data sources and formats

Convert and Migrate data from old to new systems

Store data integration instructions and execute on a pre-defined schedule

QXchange is a flexible, easy to use, data integration software. It can quickly and easily transfer data between many standard data formats and applications, including MS Access, Excel, Comma delimited flat file, MS SQL Server, QuickBooks, Salesforce, and others.

It allows simple and clear setup of extraction, transformation and loading instructions to exchange data between different formats. The instructions are stored and managed as profiles. These stored profiles can be invoked and executed by the user or can be scheduled to run in batch mode using Windows scheduler.

For more information visit http://www.qxchange.com/index.htm

Appexchange :  https://appexchange.salesforce.com/listingDetail?listingId=a0N300000016ZjXEAU

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Leadpal is a top salesforce appexchange app which helps salesforce users to convert leads into Accounts, contacts and opportunities.

Some of the new features of Leadpal for the lead conversion screen includes

1. Converting leads into Accounts, contacts and opportunities with recordtypes.

2. Customization of fields in lead convert screens

3. Convert leads and merge into existing opportunities

4. Customize your task fields

5. Convert leads from your mobile device using LeadPal for Salesforce1.

If you are interested to try out these new features, give us a call at 1 415-390-5887 or email us at info@cm-focus.com

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Leadpal version 2.44 release notes

• Added new formula field in Accounts to capture the website domain name
• Enhanced the Bulk Convert to include option of changing the Accounts in all rows of Leads in one go.
• Added new tab on Leads to show leadpal intelligence
  • Links for search for company related news in Google News
  • Links for search for company in LinkedIn
  • Links for search for lead name and company in Google
  • Links for search for lead name and company in LnkedIn
  • Links for search for lead name and company in Bing
• Added new tab on leads to show related Accounts and Contacts
  • Display existing related Accounts
  • Display existing related Contacts

Instructions to how to add the Lead Intelligence and Related Accounts and Related Contacts

Goto Setup ->Customize -> Leads ->PageLayout
Click Edit on the layout you want the Leadpal intellegence and Related Accounts and Contacts to be displayed. Click on visualforce pages and pull down the VF pages getCompanyInfo and relatedAccountsAndContacts page into the layout and place them after the description field.

To change the Fields that need to be displayed in Related Accounts and Related Contact related lists.

Go to Setup -> Customize -> Accounts -> fieldsets

Click on edit against the fieldset CMFL__FieldstoDisplay_in_Related_Accounts and “Drag and Drop” fields that you want to display in the related list to the box in the right titled “In the field Set”

Follow the same process for Contacts as well

Go to Setup -> Customize -> Contact-> fieldsets

Click on edit against the CMFL__FieldstoDisplay_in_Related_Contact and “Drag and Drop” fields that you want to display in the related list to the box in the right titled “In the field Set”

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Most companies while trying to grow business would eventually try channel marketing to achieve their goals. With every new channel partner, there is always a chance of conflict with existing partners and internal sales teams. This channel conflict needs to be moderated as soon as possible to have a successful channel marketing program.

One of the best practices to reduce this channel conflict is by establishing a good deal registration program. This would help removing one of the main source of conflict by guaranteeing a sale to the partner who registers the deal first and is approved by you.

This also results in better communications between you and your partners, and your partners are more confident to proceed with the sale process knowing very well that the approved deal when closed would result in good returns.

To streamline deal registration and help managers to make a quick approvals possible, communities360 has an effective appexchange product in place. This product helps channel managers to quickly find if there is a similar existing lead registered already in the system with other partners or internal sales teams based on criterion’s like company name, email address, first name, last name etc.. . The manager can approve or reject a deal based on this information. An immediate notification is sent to the partner with the status of the deal when the manager approves or rejects a deal.

To know more about this product watch the video below.

Reduce Channel Conflict – Video

If you are interested in this product and would like to talk to us you can give us a call at 1 415 3905887 or email us at info@cm-focus.com.

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Use Communities360 to enable branded mobile portal from mobile devices as well as deal registration from mobile devices

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Use Communties360 to integrate Twitter to your Partner Community or Customer Community

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Please email us at info@cm-focus.com for the installation guide

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