SalesForce

Customer Relationship Guide

SalesForce
Customer Relationship Integration

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


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.


Available SalesForce Integrations

62 integrations with SalesForce
Please note, the platform is still in beta and not all integrations are available yet. Please contact us for the full list of integrations available for an app.
SalesForce Sellsy

SalesForce + Sellsy

Manage your SalesForce data by integrating it with Sellsy to manage your sales and accounting more easily.
SalesForce Teamleader

SalesForce + Teamleader

Manage your SalesForce data by integrating it with Teamleader to better manage your company sales.
SalesForce Sinao

SalesForce + Sinao

Manage your SalesForce data by connecting it with Sinao to manage your business more easily.
SalesForce Idylis

SalesForce + Idylis

Manage your SalesForce data by integrating Idylis to better track your sales.
SalesForce Evoliz

SalesForce + Evoliz

Manage your SalesForce data by integrating it with Evoliz to manage your accounting more efficiently.
SalesForce iTool

SalesForce + iTool

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

SalesForce + Netsuite

Manage your SalesForce data by integrating Netsuite to better manage your e-commerce data.
SalesForce ERPNext

SalesForce + ERPNext

Manage your SalesForce data by integrating ERPNext to better track your sales marketing.
SalesForce Odoo

SalesForce + Odoo

Manage your SalesForce data by integrating Odoo to better manage your business.
SalesForce Divalto Infinity

SalesForce + Divalto Infinity

Manage your SalesForce data by integrating Divalto Infinity to better track your sales.
SalesForce Axelor

SalesForce + Axelor

Manage your SalesForce data by integrating Axelor to better manage your marketing and sales.
SalesForce SAP ERP

SalesForce + SAP ERP

Manage your SalesForce data by integrating SAP ERP to better manage your marketing and sales.
SalesForce Abas ERP

SalesForce + Abas ERP

Manage your SalesForce data by integrating Abas ERP to better manage your sales.
SalesForce Akuiteo

SalesForce + Akuiteo

Manage your SalesForce data by integrating Akuiteo to better manage your business.
SalesForce Gestimum

SalesForce + Gestimum

Manage your SalesForce data by integrating Gestimum to better manage your business sales.
SalesForce

Synchronise SalesForce

Start your SalesForce integration in no time.
No technical knowledge is required.

Pricing Get Started
Application Reference Transfer Updated
Prestashop

Prestashop

New Order
#7546872 Pending 30/07/2021 15:43
11 seconds ago
Prestashop

Prestashop

New Order
#7546871 Successful 30/07/2021 15:42
2 minutes ago
SalesForce

SalesForce

New Customer
#USR77413 Successful 30/07/2021 15:40
4 minutes ago
Prestashop

Prestashop

New Order
#7546870 Successful 30/07/2021 15:30
14 minutes ago
SalesForce

SalesForce

Stock Update
#ZBD-30XL Successful 29/07/2021 11:05
1 day ago

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