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What is InoLink?

InoLink serves as an integration solution that bridges Intuit QuickBooks Online with Dynamics 365 CRM Online, enabling users to gain a comprehensive understanding of customer interactions by accessing historical data, including aging balances and transaction details. Within Dynamics 365 CRM, users can easily monitor customer transactions and identify their top clients. By facilitating seamless data exchange, InoLink effectively mitigates duplication issues between QuickBooks and Dynamics 365 CRM. This integration tool enables the synchronization of multiple QuickBooks companies with a single Dynamics 365 CRM instance, ensuring a secure transfer of real-time information between the two platforms. Key features include: • Bi-Directional Sync: Enables two-way synchronization of Accounts, Contacts, Products, and Pricing information. • Transaction Sync: Facilitates the promotion of Quotes, Orders, and Invoices from Dynamics 365 to QuickBooks. • Accounting History: Allows users to explore transaction history directly within Dynamics CRM. • Account Balances: Provides insights into customer open balances along with aging information in the CRM. • Tax Calculation: Assists in calculating taxes for Quotes, Orders, and Invoices within Dynamics 365. • Reporting: Offers dashboards for viewing Recent Transactions, identifying Top Customers, and tracking Open Invoices. • Security: Ensures controlled access to accounting data through security roles and field-level security measures. As a powerful tool for financial management, InoLink streamlines business processes and enhances customer relationship management.

What is Gradient Works?

Ineffectiveness in booking meetings often arises from targeting inappropriate accounts, making it crucial to assign the right accounts at the most suitable times. To boost sales productivity, it's vital to pinpoint deficiencies in your CRM and guide your sales teams toward accounts that show a greater potential for conversion, marking a shift towards dynamic account management. This evolution from conventional static territories to a more adaptable and robust strategy showcases the significant advantages of dynamic booking. With extensive expertise in the RevOps sector, we are well-acquainted with the unique requirements of high-achieving sales teams, having experienced their challenges directly. Our free guide on dynamic book management illustrates how this modern approach can replace traditional static territories effectively. Our services also encompass the allocation of both inherent and customized objects, round-robin distribution tailored by factors like weight, capacity, and availability, alongside thorough logging, audit trails, and reporting capabilities. Furthermore, we offer premium onboarding and dedicated support to facilitate the seamless integration of dynamic book management into your operations. By adopting this innovative strategy, you can significantly enhance your sales approach and drive better results. Don't miss the opportunity to elevate your sales effectiveness to new heights.

Media

Media

Integrations Supported

Beekeeper
Clumio
GoCardless
Google Workspace
LinearB
Microsoft 365
Microsoft Dynamics 365
Omnipresent
Outreach
QuickBooks Online
QuickBooks Online Advanced
QuotaPath
Salesforce
Salesloft
Slack
Talkwalker
Upwork

Integrations Supported

Beekeeper
Clumio
GoCardless
Google Workspace
LinearB
Microsoft 365
Microsoft Dynamics 365
Omnipresent
Outreach
QuickBooks Online
QuickBooks Online Advanced
QuotaPath
Salesforce
Salesloft
Slack
Talkwalker
Upwork

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

$200 per month
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Inogic Tech

Date Founded

2006

Company Location

India

Company Website

www.inogic.com

Company Facts

Organization Name

Gradient Works

Company Location

United States

Company Website

www.gradient.works/

Categories and Features

Integration

Dashboard
ETL - Extract / Transform / Load
Metadata Management
Multiple Data Sources
Web Services

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