Wednesday, February 11, 2015

Crik-IT B2B & Rep Portal / QuickBooks CRM has recently launched QuickBooks Online integration

Stephanie Allermann for Crik-IT wrote on the Quickbooks blog:  "Have you taken a look at our Crik-IT B2B & Rep Portal / CRM?  With Crik-IT, sales reps can enter orders (which can optionally go to QuickBooks Online as estimates), enter leads and opportunities, record notes about customer/prospect visits, print their sales reports, and more. Mary could then invoice the order/estimate from with QuickBooks… she could run reports in Crik-IT showing customer/prospect visits by rep (even showing actual versus projected visits), opportunity close rates, and a lot more.
Crik-IT has been integrated with QuickBooks Desktop for a couple years. Now we’re excited that we have recently launched our QuickBooks Online integration!
Check it out… we’d love to hear your thoughts.:

Who is Crik-IT? They write:  Let us tell you about us...

Crik-IT is a cloud-based B2B and sales rep portal developed for manufacturers and distributors. 

Crik-IT offers your distribution channel and reps instantaneous remote access to critical information... even when your offices are closed.  Your reps can access up-to-date sales reports whenever they like.  And, while your dealers are busy on weekends and holidays, they will have access to the information they need to immediately respond to questions from their customers.  This reduces customer walk-outs and increases on-the-spot sales.

That's why some of our users call Crik-IT a "Virtual Account Manager".  It is a web-based customer service representative that is always available to answer your dealers' questions, to take their orders, to receive their warranty claims, and much more.

So, go ahead and explore... and feel free to contact us with any questions or to set up a demo!  Visit Crik-IT here