Facts and Benefits About Celigo Salesforce Connectors
When it comes to Excel-based data manipulation tool, Celigo Salesforce excel connector offers scalable and comprehensive features and capabilities such as pre-built and full-time functioning for automatic building and update of opportunities and sales orders. Pre-built integrations don't need to IT expertise or in-depth technical knowledge, as well as installation or configuration of IT resources. For easy monitoring, online alerts and dashboard are setups.
The essential benefits of Celigo Salesforce excel connector include faster recognition of profits, full sales monitoring, easy to manage or user-friendly and low maintenance cost. Through Salesforce excel connector tool, you are confident that you have bookings and quotes real-time visibility access, as well as streamlined prospects to cash processes. You are given the capability to monitor your customers' needs and preference across order management, finance, sales, marketing, and your other teams. Celigo actually has IT experts who can help you with the technical support, upgrading and maintenance of your Salesforce excel connector. The helpful features of Celigo Salesforce include automatic sales and quotes creation; contacts, customers, price books and products synchronization; back-office client data support for payments, refunds, credit memos, order status, and balances; automation of renewal of contract; e-signature; and customization https://www.celigo.com/products/smartclient-for-salesforce-excel/.
A Salesforce excel connector allows front-office to back-office integration for automatic order processing and updating of sales orders; sales quotes creation and updating; real-time quote data; and back-office data visibility including credit limit, credit memo, account balance, payments and other sales activities. A Salesforce excel connector ensure synchronized customer account information as well as parent and child relationships or next of kin. Any changes in pricing and products are automatically updated in Salesforce. Celigo Salesforce https://celigo.com/products/smartclient-for-salesforce-excel/ offers setup or configuration options with the use of interfaces for replicating data entries, and leveraging advanced capabilities like channel partners, team selling, multi currencies, subsidiaries, and tax. The Salesforce excel connector uses intuitive integrator for monitoring data flows and correcting errors. When there is an interruption in data flows or if connections suddenly go offline, email alerts are enabled.
For more information about Celigo Salesforce Excel connector, feel free to check our website. Indeed, the Celigo team continues to prove its great role in businesses especially those in the sales industry, helping business owners to achieve their business goals in the soonest available time. With Celigo Salesforce Excel connector tool, you are able to integrate your front-office and back-office activities for an effective, efficient and reliable job. Increase your sales with Celigo Salesforce.