Campaign Optimization: Salesforce + QuickBooks
Which campaigns should you grow and which should you stop? askotter reads Salesforce and QuickBooks together and answers it for your business, by text.
How does campaign optimization with Salesforce and QuickBooks work for a small business?
askotter reads Salesforce and QuickBooks side by side so it can improve campaigns using numbers from every connected account. Grow, pause or fix.
Read the full answerShow less
Each suggestion is backed by your own revenue numbers, and a person reviews every one. The owner asks follow-up questions by text.
- From Salesforce
- Leads and opportunities, Account and contact data, Pipeline stages and velocity.
- From QuickBooks
- Income and expense data, Accounts receivable/payable, Cash flow statements.
- Status
- Salesforce and QuickBooks are on the integration roadmap, so the matching described here starts when that connector ships.
- Not for
- Replacing Salesforce or QuickBooks. Both keep working exactly as they do now.
Which campaigns should you grow and which should you stop?
Each campaign gets judged inside its own platform. A Meta campaign can look weak on its own and still drive 40% of your Google conversions. You cannot see that from inside Meta.
How askotter handles it
askotter reads Salesforce and QuickBooks side by side, so it can improve campaigns using numbers from every connected account.
A person checks the result before it reaches you. This is part of our PPC management work.
How Salesforce and QuickBooks records line up
Salesforce and QuickBooks both store the customer's email address. askotter lowercases and trims it on both sides before matching, so the same person shows up as one customer across the two tools.
Both tools can hold a phone number. Numbers are normalised to one international format before matching, which catches customers who never gave an email.
Shared between the two: the customer email address, the phone number and the company or account.
What campaign optimization uses from each
Campaign optimization needs cost on one side and outcome on the other.
From Salesforce that means pipeline created by lead source. From QuickBooks it means marketing expense by vendor.
Salesforce and QuickBooks are on the integration roadmap, so the matching described here starts when that connector ships.
What each tool sees on its ownShow less
Salesforce on its own
Salesforce sees leads, accounts and opportunities. It knows which campaign produced a lead only when someone records it there.
Timing. Salesforce opportunity stages move when someone updates them, so pipeline data is as current as the team's CRM habits.
Access. A connected app with read-only access to Lead, Contact, Account and Opportunity.
QuickBooks on its own
QuickBooks sees what was billed and paid. It has no idea which marketing produced the customer.
Timing. QuickBooks shows revenue when invoices and sales receipts are entered, which can trail the sale in a busy month.
Access. The QuickBooks Online Accounting API with read-only OAuth access.
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Services that use these connections
Other analyses: Salesforce + QuickBooks
Questions about Salesforce + QuickBooks
Do I need a developer to connect Salesforce and QuickBooks?
How is askotter's Campaign Optimization different from what Salesforce shows on its own?
Salesforce + QuickBooks is coming soon
Talk to us about your timeline, and we will confirm the launch date before you commit.
Self-managed is $99/mo and scales with the compute you use. Our team runs it from $600/mo.