Salesforce CRM Integration
EXPANDABLE ERP INTEGRATION FOR SALESFORCE CRM connects your Expandable ERP business infrastructure with the world’s leading customer relationship management (CRM) product for a 360 degree view of customer activity across the entire enterprise.
With bi-directional integration between Expandable and Salesforce CRM your organization will enjoy a complete front and back office solution providing visibility and control of the customer management process from customer acquisition through product delivery and support.
MODULE FEATURES
Bi-directional integration between Expandable ERP and Salesforce CRM:
- Customer Master
- Open
- New Customer
- Changed Customer
- Customer History
- Payments
- Payment History
- Customer Activity
- Last Order
- YTD Totals
- Invoices
- Open/Closed Invoices
- Sales Orders
- Order Status
- Order History
- Serial Numbers
- New Items
- Changed Items
View sales orders, invoices, account activity and assets in Salesforce CRM.
Update customer master information directly through Salesforce CRM.
Access the full range of Salesforce CRM reporting tools and dashboards displaying both Expandable and Salesforce CRM data.
Choose Your Integration Touchpoints
1. Customer Base Information Package
- Expandable Customer Master to Salesforce Account Master
- Customer Activity and Sales History included in package
2. Sales Order and Invoice Package
- Expandable Sales Order Master/Detail and Invoice Master/Detail made available through custom objects linked to end-customer accounts
3. Serial Part Package
- Expandable Serial Parts shipped to customers are recorded in the Salesforce asset object providing a view of serial products the end-customer purchased and linkage to service cases
4. Expandable Customer Insert Package
- Salesforce Account transferred to Expandable Customer Master
- Customer inserted “On-Hold” in Expandable
- Requires (SF01) to be in place
5. Expandable Parts Master and Customer Price Lists
- Expandable Selling Parts and Price List data synchronization with Salesforce Products and Price Books keep products and pricing for sales opportunities aligned with Expandable
6. Opportunity to Sales Order
- Salesforce Opportunity w/Products converted,validated and inserted into the Expandable ERP for order fullfillment complete with opportunity handling options Close-Win, No Action etc.
- Requires packages 1, 2, 4 and 5 to be in place
- Order on hold for fulfillment review
View your Expandable data using Salesforce CRM tabs, reports and dashboards