Salesforce Integration

Salesforce is the world’s most feature-rich CRM platform for businesses of all sizes, from SMB to enterprise. A cloud-based sales and marketing solution, Salesforce enables in-depth customer relationship management with highly automated sales functionality, data analytics and more.

Keep all your customer information in one place and access it from anywhere using any mobile or desktop device. By integrating Cin7 with Salesforce, you can streamline your daily operations, empower your field sales teams, and increase customer satisfaction and retention.

The Cin7 Salesforce Connector allows you to manage your CRM and inventory together for a unified view of real-time inventory data pulled from Cin7. When you manage inventory on Salesforce with Cin7, you’ll win customers and keep inventory counts current in your CRM interface as you convert leads to sales.

How Salesforce Integrates with Cin7

When you use Cin7 inventory management with Salesforce’s CRM, you can:

  • Provide customers with up-to-date stock on hand, accurate pricing and detailed product information.
  • Add contacts to your Cin7 CRM module when you generate quotes in Salesforce. 
  • Show a quote as a sales order in Cin7 when your customer accepts the quote.
  • Synchronize order status in Salesforce and Cin7 with dispatch dates and tracking codes, for faster order processing and fulfillment.