Salesforce CRM Integration

Salesforce CRM Integration
M1

TOTAL:
$2,988.00
Compatible With: Community 1.7, 1.8, 1.8.1, 1.9, 1.9.1, 1.9.2, 1.9.3 Enterprise 1.12, 1.13, 1.13.1, 1.14, 1.14.1, 1.14.2, 1.14.3

Tech Specifications

Seller:
Integrator:
Current Version:
01.59.01
Type:
Stable Build
Updated:
14 February, 2018
Categories:
Extensions, Marketing, CRM

Overview

The simplest and most flexible way of integrating Magento entities with Salesforce objects

Overview

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

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 captures 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. 

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

 

Benefits and Key Features

  • Synchronization
    • Real-time synchronization
    • Scheduled synchronization
    • Bi-directional:
      • Magento TO Salesforce
      • Salesforce TO Magento
    • Simple tools to allow historical data synchronization
  • Supported Objects:
    •  Products
      • Integration with Salesforce Pricebook
      • Ability to control price accuracy ($100.01 vs. $100.009, etc..)
      • Inventory Synchronization
    • Customers
      • Ability to capture Customers in Salesforce under a single Account
      • Ability to control which customers should be synchronized with Salesforce (at the Customer Group level)
      • Salesforce State and Country picklist support
      • Ability to leverage Salesforce Leads to capture potential shoppers
      • Salesforce B2B and B2C Account types support
      • Multi-website support
      • Automated data normalization capability (catch and resolve duplication) for Contacts, Leads and Accounts
      • Native Magento Contact Us form integration
      • Ability to track newsletter subscription status of registered users while leveraging Salesforce campaigns
    • Orders
      • Ability to attach products to the Order or Opportunity in Salesforce
      • Ability to control when Magento orders should be captured in Salesforce based on the order status
      • Ability to capture Magento orders in Salesforce as standard Salesforce orders or as Opportunities
        • Opportunity Contact Role support
      • Advanced capability to capture order fees
      • Configuration allowing different options when synchronizing Bundled products
      • Ability to synchronize Magento order comments with Salesforce
      • Ability to set Sales Person from the Magento platform
      • Multi-currency support
    • Invoices
      • Ability to capture Magento invoices in Salesforce
    • Shipments
      • Ability to capture Magento shipments in Salesforce
      • Shipment tracking number support
    • Credit Memos
      • Ability to capture Magento Refunds in Salesforce
    • Wishlist
      • Ability to capture Magento Wishlists in Salesforce
  • Mappings
    • Ability to define which data can be passed between both systems
    • Ability to define your SoR (System of Record) at the field level
    • Bi-directional mappings capability
  • Campaigns
    • Ability to track Magento promotions via Salesforce campaigns
    • Ability track purchase history and dynamically build marketing lists of your customers
  • Boosting your sales funnel
    • Track potential sales and empower your sales staff to increase sales conversion rate
    • See all potential sales for an Account or an individual in your Magento customer dashboard

 

Release Notes

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01.59.01:

  • Compatible with CE: 1.7 1.8 1.8.1 1.9 1.9.1 1.9.2 1.9.3
  • Compatible with EE: 1.12 1.13 1.13.1 1.14 1.14.1 1.14.2 1.14.3
  • Stability: Stable Build
  • Description:

    * Synchronization
    *** Realtime synchronization only
    *** Scheduled synchronization
    *** Bi-directional:
    ****** Magento TO Salesforce
    ****** Salesforce TO Magento
    *** Simple tools build for history data synchronization
    * Supported Objects:
    *** Products
    ****** Integration with Salesforce Pricebook
    ****** Ability to control price accuracy ($100.01 vs. $100.009, etc..)
    ****** Inventory Synchronization
    *** Customers
    ****** Ability to capture Customers in Salesforce under a single Account
    ****** Ability to control which customers should be synchronized with Salesforce (at the Customer Group level)
    ****** Salesforce State and Country picklist support
    ****** Ability to leverage Salesforce Leads to capture potential shoppers
    ****** Salesforce B2B and B2C Account types support
    ****** Multi-website support
    ****** Automated data normalization capability (catch and resolve duplication) for Contacts, Leads and Accounts
    ****** Native Magento Contact Us form integration
    ****** Ability to track newsletter subscription status of registered users while leveraging Salesforce campaigns
    *** Orders
    ****** Ability to attach products to the Order or Opportunity in Salesforce
    ****** Ability to control when Magento orders should be captured in Salesforce based on the order status
    ****** Ability to capture Magento orders in Salesforce as standard Salesforce orders or as Opportunities
    ********* Opportunity Contact Role support
    ****** Advanced capability to capture order fees
    ****** Configuration allowing different options when synchronizing Bundled products
    ****** Ability to synchronize Magento order comments with Salesforce
    ****** Multi-currency support
    *** Invoices
    ****** Ability to capture Magento invoices in Salesforce
    *** Shipments
    ****** Ability to capture Magento shipments in Salesforce
    ****** Shipment tracking number support
    *** Credit Memos
    ****** Ability to capture Magento Refunds in Salesforce
    * Mappings
    *** Ability to define which data can be passed from Magento into Salesforce
    *** Ability to control WHEN Salesforce should be updated
    *** Ability to define your SoR (System of Record) at the field level
    *** Bi-directional mappings capability
    * Campaigns
    *** Ability to track Magento promotions via Salesforce campaigns
    *** Ability track purchase history and dynamically build marketing lists of your customers
    * Boosting your sales funnel
    *** Track potential sales and empower your sales staff to increase sales conversion rate
    *** See all potential sales for an Account or an individual in your Magento customer dashboard

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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