Salesforce Exact Online Integration

Salesforce Exact Online Integration

Are you looking for Salesforce Exact Online integration solution to automatically synchronise critical business data to reduce repetitive bi-directional data entry? Or are you looking to improve sales team performance and drive company revenue?

Codeless Platforms’ drag and drop Exact Online Salesforce integration solution provides you with a simple, straightforward way of reading and updating Salesforce and Exact Online to reduce costs, remove data entry errors, increase employee productivity and improve company performance. BPA Platform supports the central creation and management of an Integration Platform as a Service (iPaaS) and supports cloud, hybrid and on-premises environments providing you with flexibility regardless of where your business systems reside.

Salesforce Exact Online Integration Scenarios and Benefits

Common Salesforce integration examples with Exact Online that our customers often implement include:

• Automatically update Exact Online when a new customer and contact is entered in Salesforce
• Dynamic event-driven synchronisation of customer status between Exact Online and Salesforce, e.g. customer placed on hold in Exact Online due to financial status
• Automatic synchronisation of customer information
• Automatically create and distribute sales invoices in Exact Online when a sales opportunity is won in Salesforce
• Automatically synchronise customer purchase history to facilitate cross/upsell opportunities
• Automatic synchronisation of inventory availability and product lists between Exact Online and Salesforce
• Inclusion of non-Salesforce or Exact Online users within workflow processes that start outside of either system

Commercial benefits gained from Salesforce integration with Exact Online include:

• Removal of repetitive bi-directional data entry tasks
• Reduced administration errors
• Improved employee productivity
• Reduced operational costs
• Increased visibility of critical business information from Exact Online and Salesforce
• Improved decision making
• Reduced company exposure to financial risk