Cloud ERP Integrated Cloud ERP with Salesforce.com CRM

Integrated Cloud ERP with Salesforce.com CRM

Salesforce.com is a very popular CRM amongst Sales people. We now present the option of integration of SFDC with our Cloud ERP. We provide the following features with this integration

Cloud ERP Features:

  • Salesforce.com Accounts are imported as Customers
  • SFDC Contacts are imported as Contacts and linked to the proper Customers
  • SFDC Products are imported into Cloud ERP
  • Opportunities which are marked as “Closed Won” in SFDC is imported as Quotations. All the Product lines added to the Opportunities are imported as Sales Order Lines.
  • The Sales Order number of Cloud ERP is updated back into SFDC, so that the Sales Person can view the ERP’s id for their Opportunity.
  • Once the Order is Shipped from Cloud ERP the tracking number is updated back into the Opportunity on SFDC.
  • These updates/imports happen automatically behind the scenes on a pre-determined frequency. It can also be triggered manually
Cloud ERP Salesforce Integration Features

Feature of CRM and Cloud ERP integration

Feel free to contact us at sales@erpincloud.com for more information on how you can leverage our Cloud ERP solution with you existing Salesforce.com account.

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rameez

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