Keep your inventory up to date by synchronising your stock levels.
Synchronise contacts and customers between your applications.
Replicate your invoices and save your important data.
Keep control of your accounting by exporting your transactions.
Salesforce offers solutions for sales management, marketing automation, partner relationship management, customer service.
Yes, since you can export data from Excel as a CSV (comma-separated values) file, you can then import it into your Salesforce CRM. You can also import data from Outlook, ACT!, GoldMine, or any program that can export data in the CSV format.
Dougs has a variety of apps and features, most of which are free. However, you will have to pay for the Payroll app and for the ability to accept online payments for your invoices. The rest, like invoicing, transactions, reports or adding sales taxes remains free.
With the bank reconciliation feature, businesses can link their bank accounts, PayPal accounts and other sources of data for real-time transaction records. Businesses can also generate reports such as balance sheets, sales tax reports and account receivable and payable reports with Dougs accounting.
Tips to integrate Dougs and SalesForce easily
Dougs is an online and 100% paperless accounting service that takes care of fulfilling your professional tax obligations, in particular your balance sheet, income statement, and transmission of your tax return.
SalesForce is an online CRM software for enterprises looking for a SaaS customer management solution. Salesforce is the leader in customer relationship management and will help you better track and understand your sales.