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 + Prestashop
Manage your SalesForce data by integrating it with Prestashop to track your sales more easily. 
SalesForce + WooCommerce
Manage your SalesForce data by integrating WooCommerce to track your sales more simply. 
SalesForce + Shopify
Manage your SalesForce data by integrating with Shopify to track your sales more easily. 
SalesForce + Magento
Manage your SalesForce data by integrating it with Magento to track your sales more easily. 
SalesForce + BigCommerce
Manage your SalesForce data by integrating BigCommerce to track your sales more easily. 
SalesForce + OpenCart
Manage your SalesForce data by integrating with OpenCart to track your sales more easily. 
SalesForce + Squarespace
Manage your SalesForce data by integrating Squarespace to track your sales. 
SalesForce + Oxatis
Manage your SalesForce data by integrating it with Oxatis to track your sales more efficiently. 
SalesForce + Amazon
Manage your SalesForce data by integrating Amazon to track your sales with ease. 
SalesForce + Mirakl
Manage your SalesForce data by integrating Mirakl to track your sales with ease. 
SalesForce + Etsy
Manage your SalesForce data by integrating Etsy to track your sales with ease. 
SalesForce + Cdiscount
Manage your SalesForce data by integrating Cdiscount to track your sales with ease. 
SalesForce + eBay
Manage your SalesForce data by integrating Ebay 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 + Sinao
Manage your SalesForce data by connecting it with Sinao to manage your business more easily. 
SalesForce + Idylis
Manage your SalesForce data by integrating Idylis to better track your sales. 
SalesForce + Evoliz
Manage your SalesForce data by integrating it with Evoliz to manage your accounting more efficiently. 
SalesForce + iTool
Manage your SalesForce data by integrating with iTool to manage accounting more easily. 
SalesForce + Netsuite
Manage your SalesForce data by integrating Netsuite to better manage your e-commerce data. 
SalesForce + ERPNext
Manage your SalesForce data by integrating ERPNext to better track your sales marketing. 
SalesForce + Odoo
Manage your SalesForce data by integrating Odoo to better manage your business. 
SalesForce + Divalto Infinity
Manage your SalesForce data by integrating Divalto Infinity to better track your sales. 
SalesForce + Axelor
Manage your SalesForce data by integrating Axelor to better manage your marketing and sales. 
SalesForce + SAP ERP
Manage your SalesForce data by integrating SAP ERP to better manage your marketing and sales. 
SalesForce + Abas ERP
Manage your SalesForce data by integrating Abas ERP to better manage your sales. 
SalesForce + Akuiteo
Manage your SalesForce data by integrating Akuiteo to better manage your business. 
SalesForce + Gestimum
Manage your SalesForce data by integrating Gestimum to better manage your business sales. 
SalesForce + Hubspot
Synchronise your SalesForce data with Hubspot CRM. 
SalesForce + noCRM
Synchronise your SalesForce data with noCRM. 
SalesForce + Pipedrive
Synchronise your SalesForce data with Pipedrive CRM. 
SalesForce + Efficy CRM
Synchronise your SalesForce data with Efficy CRM. 
SalesForce + Copper
Synchronise your SalesForce data with Copper CRM. 
SalesForce + Intercom
Synchronise your SalesForce data with your Intercom app. 
SalesForce + Podio
Synchronise your SalesForce data with your Podio app. 
SalesForce + Yuto
Synchronise your SalesForce data with your Yuto app. 
SalesForce + SugarCRM
Synchronise your SalesForce data with your SugarCRM app. 
SalesForce + Pennylane
Manage your SalesForce data by integrating with Pennylane to manage accounting more easily. 
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. 
SalesForce + Wave
Manage your SalesForce data by integrating Wave to manage your accounting more easily. 
SalesForce + FreshBooks
Manage your SalesForce data by integrating it with FreshBooks to better manage your accounting. 
SalesForce + Clementine
Manage your SalesForce data by integrating it with Clementine to better manage your accounting. 
SalesForce + Dougs
Manage your SalesForce data by integrating Dougs to manage your accounting more efficiently. 
SalesForce + Indy
Manage your SalesForce data by integrating with Indy to better manage your accounting. 
SalesForce + Stripe
Manage your SalesForce data by integrating with Stripe to better manage your payments. 
SalesForce + Paypal
Manage your SalesForce data by integrating with Paypal to better track your payments and invoices.
SalesForce + Google Sheets
Manage your SalesForce data by integrating it with Google Sheets to synthesize your data. 
SalesForce + AirTable
Manage your SalesForce data by integrating it with AirTable to synthesize your data. 
SalesForce + SQL data
Manage your SalesForce data by automating the export of your data to SQL. 
SalesForce + CSV Files
Manage your SalesForce data by automating the export of your data to a CSV file. 
SalesForce + SendinBlue
Manage your SalesForce data by receiving an overview of your data via SendinBlue notifications. 
SalesForce + Twilio
Manage your SalesForce data by receiving an overview of your data via Twilio notification. 
SalesForce + Mailchimp
Manage your SalesForce data by automatically sending your data via e-mail. 
SalesForce + Slack
Manage your SalesForce data by receiving an overview of your data via Slack notification. 
SalesForce + Sendgrid
Manage your SalesForce data by receiving an overview of your data via Sendgrid emails. 
SalesForce + Emails
Manage your SalesForce data by sending an overview of your data automatically by email. 
SalesForce + Dropbox
Manage your SalesForce data by automating the import of your data to Dropbox. 
SalesForce + Google Drive
Manage your SalesForce data by automating the import of your data to Google Drive. Synchronise SalesForce
Start your SalesForce integration in no time.
No technical knowledge is required.
| Application | Reference | Transfer | Updated |
|---|---|---|---|
| Prestashop New Order | #7546872 | Pending | 30/07/2021 15:43 11 seconds ago |
| Prestashop New Order | #7546871 | Successful | 30/07/2021 15:42 2 minutes ago |
| SalesForce New Customer | #USR77413 | Successful | 30/07/2021 15:40 4 minutes ago |
| Prestashop New Order | #7546870 | Successful | 30/07/2021 15:30 14 minutes ago |
| SalesForce Stock Update | #ZBD-30XL | Successful | 29/07/2021 11:05 1 day ago |