Evoliz + SalesForce

Synchronise Evoliz with SalesForce

Info
Evoliz

Evoliz

ERP
Info
SalesForce

SalesForce

Customer Relationship

Optimise your Evoliz accounting by integrating with SalesForce to better manage your sales.

Orders

Synchronise your Orders

Import or export your orders from one application to another.

Inventory

Track your Inventory

Keep your inventory up to date by synchronising your stock levels.

Invoices

Export your Invoices

Replicate your invoices and save your important data.

Marketing

Optimise your Marketing

Use your customer data to improve your sales.

What solutions does SalesForce offer?

Salesforce offers solutions for sales management, marketing automation, partner relationship management, customer service.

Can I import data from Excel into the Salesforce CRM?

Yes, since you can export data from Excel as a CSV (comma-separated values) file, you can then import it into your Salesforce CRM. You can also import data from Outlook, ACT!, GoldMine, or any program that can export data in the CSV format.

Can I import and export data into Evoliz?

You can import and export the following lists to and from MS Excel or CSV file: Customers, Suppliers, Products and services, Chart of accounts. Plus you can export reports to MS Excel.

What reports types are available in Evoliz?

Here are a few commonly used reports: Profit & Loss, Balance Sheet, General Ledger, Trial Balance, Statement of Cash Flows, and Transaction List.

Connect Evoliz and SalesForce

No-code platform, start integrating in a matter of minutes.

Synchronisation

Automatically trigger your syncs on predefined events.

Universal Connector

Connect and synchronise your applications without any technical knowledge.

User Interface

Observe in real time the data transferred from one app to another.

Resilience and Security

Enjoy fully encrypted communications and transfers.

Multi-user Account

Work as a team and regulate the permissions of your team members.

Statistics new

Follow the frequency of your synchronisations over time.

Integration Guides

Tips to integrate Evoliz and SalesForce easily

ERP

Online invoicing and management software, 100% compliant with the anti-fraud law, which brings together your sales and bank purchases in one place.

https://www.evoliz.com

Customer Relationship

SalesForce is an online CRM software for enterprises looking for a SaaS customer management solution. Salesforce is the leader in customer relationship management and will help you better track and understand your sales.

https://www.salesforce.com

Questions about the integration?

Request more info on Evoliz + SalesForce integration

Question

⚡ Connect Your Accounting Applications now