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Will Xerox ConnectKey Integrate with Salesforce or QuickBooks?

Posted by Zeno Office Solutions on Dec 18, 2018 10:00:00 AM

For companies that use Salesforce or QuickBooks, Xerox has now developed technology to make integration with these services even easier. Xerox ConnectKey is an innovative way to connect multiple multifunction printers and copiers to a user-friendly, networked system that is easily accessible via a tablet-like interface.  

ConnectKey business solutions utilize a combination of hardware platforms and software to create an integrated business printing platform. The ConnectKey ecosystem is extremely powerful, and, to make it even better, it has built-in support for third-party apps 

Employees can use this innovative printer system by Xerox to access documents on cloud-based services such as Microsoft Office, DropBox, Google Drive, and more. Now, companies that want to connect their accounting through QuickBooks or Salesforce CRM to corporate network printers can, thanks to Xerox and their ConnectKey software. B3 - Dec

Xerox Launches New Printer Apps for Salesforce and QuickBooks Online 

In October of 2018, Xerox announced the addition of three new apps for ConnectKey-powered hardware devices, Salesforce, QuickBooks Online, and Concur. (Concur is a software service that offers travel and expense management solutions.) These new apps will be available in the Xerox App Gallery in the fourth quarter of 2018 or the first quarter of 2019. 

Salesforce CRM Integration

Salesforce has been the leading sales CRM (Customer Relationship Management) software solution for years, beating out Oracle, SAP, and Microsoft as competitors. The Salesforce.com website launched in 1999, and it was one of the first “software as a service” (SaaS) products ever offered.  

As an early disrupter, Salesforce quickly became a trusted brand due not only to its innovative strategies, but a pay-as-you-go model that lowered upfront expenses. While Salesforce CRM was originally targeted to sales people tracking leads and customers in pipelines, it has become much more than that.  

Today, Salesforce is a full-fledged customer management system that can be used for the entire customer lifecycle, from marketing and initial lead generation to follow-up and customer service. With a low attrition rate for its customers, Salesforce boasts an average customer lifetime of more than 10 years. 

Now, by offering an app that can connect with Xerox’s ConnectKey printer ecosystem, Salesforce expands its all-in-one customer relationship management solution to enable easier printing of reports, customer information, and other demographic data to support sales and marketing efforts. 

QuickBooks Online Integration

QuickBooks, like Salesforce, was an early disrupter. As software that evolved from popular personal accounting software Quicken, the QuickBooks Pro (QBP) accounting software for small businesses launched in 1992. The SaaS version, QuickBooks Online (QBO), hit the Internet in 2004.  

QuickBooks Pro is still available as a desktop computing program, though some experts might predict that eventually this will be left aside for the cloud-based version. QuickBooks Pro may slightly be more powerful than QBO when it comes to some higher level accounting features, but the cloud-based QBO offers mobile apps, more ease of use, and better integration. QuickBooks Online now has another feature that tops the desktop QBP software: Integration with a cloud-based printer ecosystem via Xerox ConnectKey 

Leveraging Workgroup Devices to Streamline Collaborative Workflows 

Salesforce and QuickBooks Online on their own are great software tools to have. When combined with the power of Xerox ConnectKey, they become even more useful. Using this cloud-based printing solution, companies can now manage collaborative workflows better 

For example, the printing and distribution of critical reports generated from Salesforce and Quickbooks can be done more easily and efficiently. Getting this information into the hands of managers, stakeholders, and decision makers can be crucial, especially when important meetings are being held. Sometimes, an electronic file or PowerPoint presentation simply isn’t enough. People can often get a better grasp of the numbers when they can access a paper report with their own hands. 

Managers, however, don’t necessarily have the time to connect to the right desktop computer to print out reports. The cloud-based Xerox system with ConnectKey can work with Salesforce and QuickBooks from the tablet-like interface directly on Xerox cloud printers. Or, reports can be printed via mobile devices or smart phones.  

Xerox ConnectKey, Salesforce, and QuickBooks Online: The Best of Three Worlds 

With the integration of Xerox ConnectKey with two of the most popular online cloud services for business, Salesforce and QuickBooks, companies now have a truly powerful print ecosystem. With the ability to quickly print reports with ease, whether for sales targets or financial information, these integrations will enable decision makers to more quickly access the information they need.  

To learn more about how Xerox ConnectKey, in conjunction with Salesforce and QuickBooks Online, can help your business, contact Zeno Office Solutions

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Topics: Workflow Optimization, Xerox News, Staff Productivity, Digital Printing, Print Technology

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