Salesforce is a multi-featured cloud-based sales and marketing solution for businesses ranging in size from the SMB to the enterprise. Salesforce offers in-depth customer relationship management (CRM), highly automated sales functionality, data analytics and more.
How Salesforce Integrates with Cin7
Win over prospects and keep your inventory up-to-date as you convert leads to sales through Salesforce. When you integrate your Salesforce account with Cin7, you can:
- Provide customers up-to-the-second pricing and product information for quotes and stock availability.
- Add contacts to your Cin7 CRM module when you provide a quote to a potential customer in Salesforce and show a quote as a sales order in Cin7 when your customer accepts a quote.
- Synchronize status orders in Salesforce and Cin7 with dispatch dates and tracking codes.