Import or export your orders from one application to another.
Synchronise contacts and customers between your applications.
Keep control of your accounting by exporting your transactions.
Use your customer data to improve your sales.
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.
Synchron offers a accounting to accounting solutions, with Wave or Quickbooks, but Pennylane offers user support and integration with a larger variety of systems.
Salesforce offers solutions for sales management, marketing automation, partner relationship management, customer service.
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.
Tips to integrate SalesForce and Pennylane easily
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.
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.