Tag Archives: accounting

Cloud-transfer

Migrate from Advent Qube CRM to Salesforce without skipping a beat

July 22nd, 2015 | by

Advent Software is the maker of highly successful products in the and financial services domain. They also used to have a CRM platform named Qube, which they discontinued in 2011. Since then, most Qube users have migrated to other CRM platforms. However, there are still some who are yet to choose a new CRM solution. If you’re one of those users, this post gives you an overview of what is involved in a migration from Qube to Salesforce. Read more »

tablet_quickbooks

How Do You Integrate QuickBooks With Salesforce?

December 18th, 2014 | by

How Do You Integrate QuickBooks With Salesforce?

Quickbooks with Salesforce gives you a full blown personal accounting professional service right inside your Salesforce.  By integrating the worksheets of your business accounting with the power of your customer data, your sales reps can get more done and maintain vital customer relationships with a complete customer view. There are a few ways to integrate the two, including an app from one of the leaders in the Salesforce ecosystem, Mansa Systems.

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