Intermedia partners can now integrate their Partner Portal with QuickBooks, Salesforce, and ConnectWise linking the four platforms for VARs and MSPs.
With the Salesforce integration, partners can:
- Sync customer account data from the Intermedia Partner Portal to Salesforce
- Sync their Intermedia plan pricing with Salesforce pricing books
- Track product usage to spot selling opportunities
- Generate quotes without having to manually copy and paste data from the Partner Portal
- Create new accounts directly in Salesforce and automatically synchronize to the Partner Portal
With the QuickBooks and ConnectWise integrations, partners can:
- Simplify their billing processes and reduce the amount of time spent generating invoices
- Export their catalog of Intermedia products and services
- Ensure product and customer usage data in the Intermedia Partner Portal are automatically updated in their billing system
- Eliminate the need to manually update billing agreements (exclusive to ConnectWise integration)
- Set a schedule to automatically generate estimates (exclusive to QuickBooks integration)
These integration apps are being offered free of charge via Intermedia’s Partner Portal. For more information, visit Intermedia.net.
