SalesForce
Customer Relationship Guide
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.
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.
Keeping the CRM application safe and up to date
On a cloud platform, back-ups and software updates become a thing of the past. You’re always logged in to the most up-to-date version of the software, with all the latest functions, tax rates and necessary returns. Also, your work is saved automatically as you go, so you save both time and money on tedious back-up procedures.
Why is it more efficient or sustainable?
With an online CRM system, you can significantly reduce your reliance on paperwork. Invoices can be emailed out and shared through storage platforms directly to clients, removing the costs of printing and postage – and speeding up the payment process. Incoming bills and receipts can be scanned and saved directly onto the storage platform with the associated transactions in your CRM software.
Backup your customer data easily
Because your documents are all digitised and stored in the cloud, there is no need to keep customer data or store the customer related files on your computer. This helps in backing up your data safely, where you will be able to retrieve it from anywhere and at any time.
Is it easy to work as a team with a CRM cloud solution?
Working with colleagues, and sharing data with your advisers, is an extremely straightforward process when you are based in the cloud. Using the old desktop approach, you have limited access to your accounts, which makes collaboration with colleagues and advisers difficult. With a SaaS or online software solution, you, your colleagues, your management team and your advisers can all access the same data instantly, from any geographical location.
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Sign InAvailable SalesForce Integrations
SalesForce + Shopify
Manage your SalesForce data by integrating with Shopify to track your sales more easily.
SalesForce + WooCommerce
Manage your SalesForce data by integrating WooCommerce to track your sales more easily.
SalesForce + Prestashop
Manage your SalesForce data by integrating it with Prestashop to track your sales more easily.
SalesForce + Wix
Manage your SalesForce data by integrating it with Wix to track your sales more easily.
SalesForce + Magento
Manage your SalesForce data by integrating it with Magento to track your sales more easily.
SalesForce + Shopify Plus
Manage your SalesForce data by integrating with Shopify Plus to track your sales more easily.
SalesForce + Shopify POS
Manage your SalesForce data by integrating Shopify POS to track your in-store sales.
SalesForce + Stripe
Manage your SalesForce data by integrating with Stripe to better manage your payments.
SalesForce + Mirakl
Manage your SalesForce data by integrating Mirakl to enhance the productivity of your marketplaces.
SalesForce + Fnac
Manage your SalesForce data by integrating pppppppppp to track your sales with ease.
SalesForce + Media Markt
Manage your SalesForce data by integrating pppppppppp to track your sales with ease.
SalesForce + Sellsy
Manage your SalesForce data by integrating it with Sellsy to manage your sales and accounting more easily.
SalesForce + Teamleader
Manage your SalesForce data by integrating it with Teamleader to better manage your company sales.
SalesForce + Netsuite
Manage your SalesForce data by integrating Netsuite to better manage your e-commerce data.
SalesForce + QuickBooks
Manage your SalesForce data by integrating it with QuickBooks to manage your accounting more simply.
SalesForce + Xero
Manage your SalesForce data by integrating with Xero to manage accounting more easily.
SalesForce + Sage
Manage your SalesForce data by integrating Sage to manage your accounting more easily.
Synchronise SalesForce
Start your SalesForce integration in no time.
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| Application | Reference | Transfer | Updated |
|---|---|---|---|
|
Shopify New Order |
#7546872 | Pending |
27/06/2022 21:41 11 seconds ago |
|
Shopify New Order |
#7546871 | Successful |
27/06/2022 21:40 2 minutes ago |
|
SalesForce New Customer |
#USR77413 | Successful |
27/06/2022 21:38 4 minutes ago |
|
Shopify New Order |
#7546870 | Successful |
27/06/2022 21:28 14 minutes ago |
|
SalesForce Stock Update |
#ZBD-30XL | Successful |
26/06/2022 17:03 1 day ago |