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How to integrate Salesforce with php?

What do you recommend to integrate Accounting and CRM functionality for $30MM company currently using Salesforce.com & QB online?

  • I’m looking to help a client integrate Accounting and CRM functionality.  His business is growing and he needs to move to a scenario where he can have his rapldiy-growing sales team enter customer relationship data anytime, such that invoices are automatically created in the accounting software, for example. Would love to hear about your experiences (or experiences with your clients) in similar situations. This company will reach an annual revenue of $30MM within a year and I’d like to provide them with their options in advance of max-ing out their current setup. They’re currently using two isolated systems for Accounting and CRM: Accounting system (Quickbooks Online) o   Required functionality:  Invoicing customers, tracking accounts receivable, basic financial reporting, tracking vendor payments CRM system (Salesforce Professional) o   Required functionality:  Tracking prospects, customers, and opportunities, sales pipeline analysis, sales forecasting We’d like our system(s) to do the following: Accounting / CRM should talk to each other and update bi-directionally: o   Accounts created or modified in either system should update in the other o   When they close a deal, Sales reps should be able to trigger invoices to be created in the Accounting system from the CRM o   Invoices created in the accounting software should be linked directly to opportunities in the CRM o   Accounting information should be pushed into the CRM so sales reps can see the payment status of each project “Dream” functionality – nice to have but not completely necessary: o   Management dashboard that displays financial information (e.g. cash inflows / outflows during the month) alongside CRM information (e.g. sales to date vs. last month) in one view o   Ability to track average days receivable in the Accounting system Also if you’ve used FinancialForce, we’d be interested to hear whether it lives up to the marketing. And, sticking with Salesforce is not a given. We’re looking for the most streamlined, comprehensive, user-friendly efficient setup out there and are totally open to switching everything - now is our moment to do that. Thanks in advance for your consideration and reply. -Alexandra

  • Answer:

    *bias alert - I work for this company ;). Our app Frizby is built on http://force.com - just like financial force and other appexchange apps. We approach accounting/crm integration a little differently in that we provide fulfillment and transaction records directly within the salesforce (order management & tracking, purchase orders, invoices, tax codes, financial accounts etc). This provided a much more comprehensive platform in salesforce to sync and integrate accounting systems. We sync with many accounting systems including QB although we do recommend looking at cloud based alternatives such as Saasu if they're thinking of migrating from QB... You can check it out and get in touch at http://www.frizby.com

Matt Fairhurst at Quora Visit the source

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we're heading toward 30+ sales reps -- no inventory

Alexandra Jacoby

Alexandra, Please, take a look at BPMonline CRM. According to your system requirements, this solution perfectly meets your needs. It’s better than SF, because: 1. It provides not only CRM features, but also a truly professional process management tools, that are crucial for growing companies (http://www.bpmonline.com/sites/bpmonline.com/files/files/Spectec_Case.pdf) 2. With BPMonline at no extra charge you will have a dedicated Customer Success Manager that will help all employees use the solution at its full potential. (http://www.bpmonline.com/blog/2136) 3. Solution's price is business-friendly According to required functionality: 1. You can track all the data you mentioned in real-time via dashboard, or build reports to consolidate historical data 2. Data in QB and BPMonline is seamlessly integrated. Updates in one solution trigger data change in the other (http://www.bpmonline.com/QuickBooksIntegration) 3. The business logic is defined by processes which can be changed when needed. Process can trigger invoices, send notifications, automatically update data, etc. (http://www.bpmonline.com/products/crm/features)

Bob Zabiayka

Sounds like setting up NetSuite (http://www.netsuite.com) would be perfect for you. It does exactly what you are describing. In one system it handles all of your ERP, Accounting, CRM, inventory (if you hold any) and is delivered on demand just like SF. The advantage is you don't have to invest into and maintain your own expensive integrations. I've worked very close in implementing and customizing it for many years and saw it work very well for companies of all sizes. It is great for efficiency and highly customizable. How many sales people users do have ?

Konrad Szpirak

You are reaching a point where a real business system is needed.  I would suggest a look at the combination of Microsoft Dynamics ERP and CRM. There is a version of the ERP just for professional services called Dynamics SL. You could also use Dynamics GP if you don't focus on projects and services.  These products can be delivered on-site or in the cloud.  Total integration with the rest of the Microsoft "stack" of programs and services, including SQL Server and Exchange.  Take a look at Microsoft Dynamics SL to see how it fits.

Bruce A McIntyre

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