Salesforce CRM Integration Starter Pack

Salesforce Integration (Basic Plan)
M2

TOTAL:
$0.00
Compatible With: Community 2.0, 2.1, 2.2 Enterprise 2.1, 2.2

Tech Specifications

Seller:
Integrator:
Current Version:
2.3.9
Type:
Stable Build
Updated:
18 September, 2018
Categories:
Extensions, Marketing, CRM
License Type:
Policy:

Overview

This capability offers an easy way to synchronize Magento 2 customers with Salesforce CRM.

Other Extensions by TechNWeb, Inc

Overview

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Today, over 100,000 of the world's most innovative companies - large, medium and small - use Salesforce CRM to close bigger deals faster. Salesforce CRM is a very effective tool for your business to collaborate, mobilize, and grow revenue.

If you don't have Salesforce Sales Cloud account, you will need to set one up prior to using this extension. Salesforce Sales Cloud does not supply public pricing information.

By installing our connector, as a merchant, you get to eliminate unnecessary data entry when managing your customer base in the world's leading CRM. Our solution allows you to automatically synchronize Magento customer records with Salesforce and capture business-critical customer data without having to rely on a human being and manual data entry.

Taking it a step further, if customer data in Magento changes, our solution has the capability to automatically update customer record in Salesforce to make sure the data remains consistent in both systems.

 

Benefits and Key Features

  • A simple setup which takes minutes
  • Automated customer & customer address synchronization
  • Built with data normalization (duplicate prevention mechanism)
  • Supports real-time synchronization and on-demand synchronization 
  • Extension tests are included to guarantee quality
  • OpenSource code for you to customize it to fit any custom business process

 

Looking for more features? Try our paid version.

Contact us to learn more about the paid version of the integration between Magento and Salesforce. The paid version includes the following features:

  • Magento Catalog synchronization
  • Integration with Salesforce PriceBooks
  • State and Country picklist values support in Salesforce
  • Ability to differentiate between customers and potential customers
  • Multi-website support
  • Support for B2B and B2C customer records
  • Historical data synchronization
  • Abandoned carts & potential sales
  • Flexible mappings allowing you to control what data is sent from Magento into Salesforce
  • Bi-directional synchronization
  • Scheduled and real-time synchronization flexibility
  • Additional tools geared towards multi-thousand record synchronization and fast manipulation
  • The smart logic to help with data normalization and data de-duplication
  • Ability to manage customer subscription status and integration with Salesforce Campaigns
  • Multi-currency support
  • Ability to capture invoices, shipments and tracking numbers in Salesforce
  • Ability to control the system of record for data at the field level

If that is not enough, tell us about your business model and process and we can help you bridge the gap between both platforms while supporting your custom flows and any custom solutions you may have in place. 

Release Notes

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2.3.8:

  • Compatible with CE: 2.2
  • Compatible with EE: 2.2
  • Stability: Stable Build
  • Description:

    * UX improvements for first-time users, added documentation links to the configuration page to ease the on-boarding process.
    * Added the ability to filter out one or multiple order statuses from the synchronization process.

2.3.5:

  • Compatible with CE: 2.2
  • Compatible with EE: 2.2
  • Stability: Stable Build
  • Description:

    Code optimization and a few bug fixes

2.3.1:

  • Compatible with CE: 2.1 2.2
  • Compatible with EE: 2.1 2.2
  • Stability: Stable Build
  • Description:

    Magento 2.2 support

2.0.0:

  • Compatible with CE: 2.0 2.1
  • Stability: Stable Build
  • Description:

    * Syncronize Magento customers with Salesforce CRM
    * Real-time synchronization capability

Support

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The best place to start if you need help with a specific extension is to contact the developer. All Magento developers have both a contact email and a support email listed.

Q & A

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Reviews

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