Free user license included with QuickBooks Enterprise Suite 9.0
Capture, organize and share critical customer information, seamlessly integrated to your QuickBooks Enterprise software. Manage sales tasks, calendar, pipeline, quota and forecasts.
Manage Your Sales Pipeline
- Manage sales opportunities and their stage in the process
- Track size ($), anticipated close date and confidence level
- Add and edit contacts and activities directly in the sales opportunity
Manage All of Your Sales Activities
- Plan activities such as meetings, follow-up calls, literature fulfillment, etc.
- View them as a list or as calendar entries
- Link activities to specific opportunities
- Manage all activities through a personalized dashboard – with easy drill down to details
Seamless Integration with QuickBooks Enterprise and Outlook
- Sales Management ES shares data with your QuickBooks database, keeping data up to date in real time
- Synchronize customer contacts, tasks and meetings in Outlook with Sales Management ES
- Import emails and attachments from Outlook into Sales Management ES
For additional information about Quickbooks Sales Management, click here. |
