Synchronize your data with CampaignerSPM™ integration with QuickBooksCampaignerSPM™, our advanced Sales Process Manager, lets you effortlessly synchronize your CampaignerSPMdata directly with your QuickBooks software client. Your sales teams have access to accurate, detailedcustomer and account information, transactions, and more. And, your accounting information staysup to date whenever new information is available. CampaignerSPM integration with QuickBookshelps you:

Eliminate duplicate data entry to update customer information, addresses and more

Ensure 100% data accuracy, avoiding common data entry errors

Easily generate documents such as estimates, invoices, receipts, and more

Accurately track jobs and transactions, keeping everything fully visible to both sales

and accounting

Eliminate duplicate data entry and errors

CampaignerSPM integration with QuickBooks lets you accurately synchronize your customer data

from CampaignerSPM's Accounts, Contacts Opportunities, and Products with your QuickBooks'

Customers, Jobs, Transations and Items. Maintain consistency and eliminate the need for

duplicate data entries. Now, whether you're on the sales team or in the back offi ce, you can

be confi dent that your customer information is accurate and up-to-date.

Easily generate estimates, invoices, orders, and more

CampaignerSPM integration with QuickBooks helps to grow your business by helping shorten

the time between making the sale and invoicing the customer. Salespeople can easily generate

accurate estimates, sales orders, receipts and more, using the same data the rest of the offi ce

uses.

CampaignerSPM integration with QuickBooks can automatically generate estimates, invoice or

other documents for the customer based on a specifi c opportunity status. You can also link to

specifi c sales confi dence levels to automatically generate documents. And whenever

information is updated in CampaignerSPM, it is automatically synchronized with QuickBooks,

ensuring data and reporting accuracy.

How simple is that?

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1.855.EasyCRMwww.CampaignerCRM.com

© 2012 CampaignerSPM™ | www.CampaignerCRM.com | 1 .855 .EasyCRM

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CRM that's fully integrated with QuickBooks

CampaignerSPM integration with QuickBooks ensures that all of your customer

information stays consistent, current, and sychronized, using either CampaignerSPM

or QuickBooks. All changes or updates are automatically propogated across

both systems, eliminating double-entry of data and errors to ensure 100%

accuracy.

Automated, Accurate Information FlowCustomer data stays up to date and accurate regardless of whether its updated

using either system. Automatic synchronization ensures 100% accuracy!

Two-way Synchronization Ensures 100% Data Accuracy CampaignerSPM integration with QuickBooks automatically synchronizes your

CampaignerSPM Accounts, Contacts, Opportunities, and Products with QuickBooks.

Accounts, Contacts and Products can be updated from either side, while Opportunities

synchronizes in one direction to avoid confl icts.

Multiple Synchronization Modes Automate Key Sales Stages Set automatic generation of key sales documents such as estimates, sales

orders, invoices and more, by linking specifi c opportunities in CampaignerSPM to

transactions in QuickBooks. Or link it to sales confi dence levels to automatically

generate the document when a specifi c level has been achieved.

Personalized Training and Support Webinars and Resources

We’re here to help you get the most out of CampaignerSPM Our live, interactive

and personalized training and support Webinars help you set up, confi gure

and start using CampaignerSPM Link for QuickBooks. We'll show you the industry’s

best practices, share some tips and tricks, and answer all of your questions.

For more information, visit us online at www.CampaignerCRM.com or

contact your CampaignerCRM sales representative at 1.855.EasyCRM.

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Automated data

synchronizationAll Information

stays up to date and

synched between

CampaignerSPM and

QuickBooks for

100% accuracy and

consistency.

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Easily generate accurate

customer documents Generate accurate

estimates, invoices, sales

orders and more

Automate document

generation as needed,

based on specifi c

opportunities or sales

confi dence thresholds

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1.855.EasyCRMwww.CampaignerCRM.com

© 2012 CampaignerSPM™ | www.CampaignerCRM.com | 1 .855 .EasyCRM

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