SalesForce + Pennylane

Synchronise SalesForce with Pennylane

Info
SalesForce

SalesForce

Customer Relationship
Info
Pennylane

Pennylane

Accounting

Manage your SalesForce data by integrating with Pennylane to manage accounting more easily.

Orders

Synchronise your Orders

Import or export your orders from one application to another.

Clients

Synchronise your Contacts

Synchronise contacts and customers between your applications.

Transactions

Track your Payments

Keep control of your accounting by exporting your transactions.

Marketing

Optimise your Marketing

Use your customer data to improve your sales.

Can we pay invoices online with Pennylane?

Bank transactions are all automatically imported and coded. Online bill pay helps keep track of spending and stay on top of bills due, improving relationships with the vendors by providing critical business materials.

Can I connect Pennylane directly to other accounting applications?

Synchron offers a accounting to accounting solutions, with Wave or Quickbooks, but Pennylane offers user support and integration with a larger variety of systems.

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.

Connect SalesForce and Pennylane

No technical knowledge required, start integrating in 5 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 SalesForce and Pennylane easily

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

Accounting

Pennylane is a chartered accountant service that puts you in touch with a dedicated accountant to keep your accounts up to date and take care of making your tax returns for you.

https://www.pennylane.com

Questions about the integration?

Request more info on SalesForce + Pennylane integration

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