Intermedia integrates its Partner Portal with its partners’ most popular CRM, accounting, and professional services automation tools. By ChannelPro
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.
