Is your organization using Exact Synergy Enterprise for your employees, but your Sales Department is continuing to work with SalesForce? Do you fight the battle to standardize on one system that integrates into your Back Office ERP solution, or do you spend hours developing links to both products?
Our SalesForce Integration tool allows you to link the two products on a bi-directional basis. The interface is very flexible and you determine what type of data is transferred and in what direction.
Data that is supported includes:
> Accounts Management
> Products & Prices
> Sales Opportunities
> Person – linking a Synergy Resource to a SalesForce User
Is additional data need to be transferred. Using SalesForce Objects, we can link them to Synergy Enterprise Entities.
The price for this Tool is $3,650 and Annual Maintenance of $714. We will include 120 minutes of training / installation with this tool.
A Manual is included will help with the self installation process and training of staff with this new functionality. Delivery of this tool will take approximately 7 business days.
This tool requires the addition of the Exact Role – “Enabling Add-On Solutions” for any Resource that is Viewing, Editing or a Participant in a Workflow Request that will be using this functionality. This Role is available at a small cost from Exact Software, and is licensed by individual users. This Role is required for many of our tools and custom applications described on this website.