Small businesses often juggle multiple responsibilities. As a result, they stretch their resources thin. To address these challenges, innovative solutions are emerging to streamline operations and enhance customer interactions.
And one such breakthrough comes from the unlikely pairing of communication and finance.
Ooma, a provider of smart cloud-based communications platforms, announced the integration of its Ooma Office business phone service with Intuit QuickBooks, a popular accounting software for SMBs.
The integration with QuickBooks is built on the Intuit Developer platform and opens the doors for future functionalities. This platform allows developers to use QuickBooks' financial and transactional data to create a powerful ecosystem of tools for small businesses.
This will prove to be a game-changing move, in my opinion. How?
First, some background on Ooma Office. Ooma Office, available in the U.S. and Canada, offers a suite of cloud-based phone and unified communications features designed to meet the evolving needs of businesses of all sizes. With no technical expertise required, businesses use features such as a virtual receptionist that automates greetings and directs calls, ring groups to ensure calls are never missed, call recording and queuing, and smoother text messaging and video conferencing.
Back to the integration, it transforms phone calls into opportunities for personalized interaction and informed decision-making. When a customer or vendor calls, the Ooma Office desktop app instantly displays a Caller ID Pop with a wealth of information directly from QuickBooks Online. No more scrambling to remember past invoices or account details – critical data like customer name, most recent invoice, outstanding balances and notes are readily available at employees' fingertips.
Simply viewing customer data is not the only standout feature. The Caller ID Pop elevates communication to a new level. Employees update customer notes directly within the pop-up for accurate and more up-to-date records in QuickBooks. Additionally, a single click opens the customer's account within QuickBooks for a smoother transition from conversation to action.
“This integration is a high priority for Ooma because we recognize QuickBooks is the leading choice for small and mid-sized businesses when it comes to managing business finances,” said Dennis Peng, Senior Vice President of Product Management at Ooma. “Bringing QuickBooks customer data into a Caller ID Pop, along with our extensive phone and unified communications features, enable QuickBooks users to deliver a better customer and employee experience.”
The Ooma Office integration with QuickBooks is available immediately in the U.S. and Canada at no additional cost with the Ooma Office Pro Plus service plan. Businesses can now experience a unified communications environment that fosters informed decision-making, personalized customer service and streamlined operations.
Edited by
Alex Passett
