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Salesforce.com - e-conomic Integration

Are you using both e-conomic and Salesforce.com?  Do you need to exchange information about companies and transaction data between these two systems?   Do you want to do it efficiently and effectively?

Get a Complete Overview of 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.

Our Salesforce.com solutions include template configuration for e-conomic – can be implemented ‘as is’ or customized to meet the exact specifications of integration projects of any size, scope and scale in a time-efficient and cost-effective manner.

Here is our template configuration for e-conomic ERP for Salesforce.com:

transfers-eco-sf-1


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

Requirements:

  • Salesforce (Professional, Enterprise or Unlimited Edition)
  • e-conomic ERP