Integration with e-conomic and salesforce.com
Are you using both E-conomic and Salesforce.com? Do you need to exchange information about companies and transactions between those two systems – quick and easy?
Complete Overview of your Customers and their Sales and Payment History
The information that you enter about individual customers in salesforce.com or E-conomic is automatically transferred to e.g. Accounts, Products, Price Lists, Opportunity, Orders and Booked Invoices.
The integration between E-conomic and Salesforce.com thus makes it easy to achieve an overview of a given customer.
The integration between E-conomic and Salesforce.com also enables you to see the purchase history of individual customers. This gives your sales people an informed basis for making decisions which results in a better customer experience.
Furthermore, you can use the purchase information to obtain an understanding of the behaviours and needs of your customers.
What can I use this for?
- Update customer information from e-conomic in salesforce.com
- Ensure that the information in the two systems is synchronised
- Give your sales people access to customers’ financial information from e-conomic to obtain an overview of sales and payment history in salesforce.com
- Gain an overview and additional sales through campaigns, reports and analysis based on data from e-conomic
Business Needs
- Flexible and cost-effective solution that easily can be adapted to your specific needs
- Automatic two-way synchronisation between Customers and Accounts
- Maintain Products and Prices in e-conomic and get them automatically updated in salesforce.com
- Pass Opportunities from salesforce.com to e-conomic where they are created as Current Orders or Current Invoices
- See Sales History (Invoices and Credit Memo) and Payment History on each Account in salesforce.com
The Pre-configured Integration Solution:
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