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Description
Booking meetings becomes ineffective when you're targeting the wrong accounts; therefore, it's essential to allocate the appropriate accounts at the optimal time. To enhance sales efficiency, identify the gaps in your CRM and direct your sales representatives towards accounts with a higher likelihood of conversion, transitioning to dynamic account management. This shift from traditional static territories to a more versatile and resilient approach is where dynamic booking proves invaluable. Having extensive experience in the RevOps field, we understand the specific needs of high-performing sales teams, as we've been on the front lines ourselves. Discover how dynamic books serve as a viable alternative to conventional static territories by accessing our complimentary guide on dynamic book management. Our offerings include the assignment of both built-in and custom objects, adaptive round-robin allocation based on parameters such as weight, capacity, and availability, along with comprehensive logging, audit history, and reporting functionalities. Additionally, we provide premium onboarding and dedicated support to ensure smooth implementation of dynamic book management. Embrace this innovative approach to transform your sales strategy today.
Description
InoLink is an integration tool between Intuit QuickBooks online and Dynamics 365 CRM Online. It provides a 360-degree view to customer which allows for understanding their historical data such as aging balances, transaction histories, and totals. In Dynamics 365 CRM, you can view customer transactions and top customers. InoLink allows data exchange and prevents duplication between Dynamics 365 CRM (QuickBooks) and Dynamics 365 CRM (QuickBooks).
This integration tool allows you to sync one or more QuickBooks companies with a single instance Dynamics 365 CRM. It allows for the secure transfer of real-time data between Dynamics 365 CRM and QuickBooks.
Features:
• Bi-Directional: Two-way sync of Accounts, Contacts, Products, and Prices
• Transaction Sync: Promote Quote/Order/Invoice from Dynamics 365 to QuickBooks
• Accounting History: View transaction history in Dynamics CRM
• Account Balances: Customer open balances and aging details in CRM
• Tax Calculation: Calculate tax for Quotes, Orders and Invoices in Dynamics 365
• Reporting: View Recent Transactions, Top Customers and Open Invoices with dashboards
• Security: Control access to accounting data with security roles and field level sec.
API Access
Has API
API Access
Has API
Integrations
Beekeeper
Clumio
GoCardless
Google Workspace
LinearB
Microsoft 365
Microsoft Dynamics 365
Omnipresent
Outreach
QuickBooks Online
Integrations
Beekeeper
Clumio
GoCardless
Google Workspace
LinearB
Microsoft 365
Microsoft Dynamics 365
Omnipresent
Outreach
QuickBooks Online
Pricing Details
$200 per month
Free Trial
Free Version
Pricing Details
No price information available.
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Gradient Works
Country
United States
Website
www.gradient.works/
Vendor Details
Company Name
Inogic Tech
Founded
2006
Country
India
Website
www.inogic.com
Product Features
Product Features
Integration
Dashboard
ETL - Extract / Transform / Load
Metadata Management
Multiple Data Sources
Web Services
