ARES Integration
ARES integration is fully build on Salesforce platform and thus is secure and robust. It comes with setting page that allows admin to set up mapping of fields that will be saved when new leads or accounts shall be created. Application supports Person Accounts and multiple record types for each object. All of the options can be set on within the Application. Perform powerful searches in the registry to confirm that you have proper customer data already in the system or search for relevant information for your leads. Make sure that your customers are VAT payers and that they are reliable within one single validation process. Never ever worry if your quotes, orders or invoices get to proper addresses again.
Top keywords
- accounts2×1.67%
- application2×1.67%
- leads2×1.67%
- proper2×1.67%
- set2×1.67%
- within2×1.67%
Quickbooks Online By Tally Integrations
Tally brings QuickBooks Online billing, accounts receivable and payment management directly into Salesforce. Sales, finance and operations teams automate accounting transactions, collect or record payments and track balances without leaving Salesforce. BILLING AUTOMATION Create QuickBooks invoices, estimates, sales receipts, purchase orders, bills, refunds and recurring invoices. Use Salesforce Flow to generate transactions automatically, such as invoicing when an opportunity closes. ACCOUNTS RECEIVABLE Track open, paid, partially paid and overdue invoices, record full, partial or multi-invoice payments, send reminders and download invoice PDFs. PAYMENTS Accept credit card and ACH payments, and record cash, check, wire and external payments, individually or through Flow automation. SYNC Keep QuickBooks Online and Salesforce synchronized across customers, products, invoices, estimates, sales receipts, purchase orders, payments, balances, classes, tax rates and statuses. A Product Sync Health dashboard tracks products. Tally is more than a QuickBooks connector. It is a Salesforce billing, payment, receivables and accounting automation platform for QuickBooks Online.
Top keywords
- payments6×3.92%
- quickbooks5×3.27%
- salesforce5×3.27%
- invoices4×2.61%
- automation3×1.96%
- billing3×1.96%
- record3×1.96%
- sales3×1.96%
- accounting2×1.31%
- accounts2×1.31%
- accounts receivable2×1.31%
- balances2×1.31%
