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
Does additional data need to be transferred? Using SalesForce Objects, we can link them to Synergy Enterprise Entities.
The price for this Tool is $3,830 and Annual Maintenance of $750. We will include 30 minutes of training / installation with this tool. It is recommended that you budget 8 to 16 hours of our Consulting Time to Train you on the mapping functionality.
We also have a Macola ES / Macola 10 Sales History Data Mapping Add-on. Using this Tool will provide you with Macola Sales History Data in your SalesForce software. If this additional functionality is required, the price for this Tool is $1,390 and Annual Maintenance of $262. It is recommended that you budget 4 hours of our Consulting Time to Train you on the mapping functionality.
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.