Finance Articles

QuickGlimpse Released -- Tool Empowers Salesforce.com Users with Live Accounting Data

Morris Plains, NJ (PRWEB) April 30, 2008 -- QuickGlimpse, a set of imbedded functions available for Salesforce.com, which empowers sales reps to make quick well informed selling decisions was released by Figtree Consulting, Inc. With a single mouse click, the product provides appropriate data on pending orders and actual sales history for the currently accessed customer in Salesforce.com. This new feature, implemented in Salesforce.com and other CRM packages, allows users to work with the latest accounting information when managing activities, developing quotes, and entering orders for their customers.

This functionality provides buttons in Salesforce.com to review pending orders and sales history from the live AccountMate accounting system while viewing a Saleforce.com record. This real-time access to business information helps the sales force make quick decisions and increase sales. This add-on tool is available for other CRM packages as well.

The functions were developed by and are available from Figtree Consulting, Inc. The technology used can easily be expanded to make any data from the accounting system visible to CRM users. "We can keep your sales staff in the loop on information related to their customers without giving them direct access to the accounting system." says Figtree Vice President Steve Rosenstein. "This helps keep the accounting system secure and also saves sales staff the problem of working with multiple systems to get the information they need."

About Figtree:

Figtree Consulting, Inc., based in Morris Plains, NJ, has been a developer of custom business software and networking solutions in the New York/New Jersey metropolitan area as well as several nationally distributed software products since 1983. The company provides custom web-based and Windows®-based applications for many industries including distribution, publishing, and banking. Figtree professionals - including business analysts, programmers, and networking technicians - work closely with clients to develop system requirements and recommend accounting and business procedures as well as design custom business software. The staff includes CPA's, as well as individuals with certifications in Microsoft SQL Server®, programming, and networking.

About AccountMate:

Since 1984, AccountMate Software Corporation has provided customers with powerful and flexible accounting and business management software. The availability of source code makes this software highly modifiable so that it can be adapted to any changing business environment. AccountMate accounting modules are available for Microsoft SQL®, Microsoft Express®, and LAN. A wide variety of independently developed programs are also available to further tailor AccountMate software to specific industries. AccountMate products are sold worldwide through authorized resellers. For additional information, visit www.accountmate.com.

Salesforce.com:

For more information about Salesforce.com Relationship Management software, go to Salesforce.com.

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