Simplify and streamline your processes with ERP integrations for Salesforce.
Listed below are some functionalities that we find our customers in the Manufacturing Industry commonly use.
Customer Master
Sync Your CustomersKnow Your Customer
New Customer from Salesforce Created in your ERPProduct Master
Synch products and pricebooksMarket Installbase. Quote.
If you are planning to quote inside of Salesforce we can bring in your Price Books and Products.Quote & Orders
Sync Order Line Detail, Invoices, RMAsOrder Variance YTD
View order history, predict frequency, set account targets, YTD Actuals, product mix.Manufacturing Use Cases for Sales and Customer Service
- Sales Order Line Item Detail
Invoice Line Item Detail
Payments Line Item Detail
Shipping Information
Serial or Lot # Invoicing
Inventory Availability by Warehouse or Region
- Cases and Assets
New Customer from Salesforce Created your ERP
Sales Orders from Salesforce Synced to your ERP
RMA’s
Billing of Materials (BOM)
- Multi-location Inventory Availability
Routings to Determine Build Availability
Estimate Custom Engineered BOM Costs or Jobs
Custom Tables & Objects
- Aptean
Baan
Epicor
Exact
IFS
Infor
- Intacct
JD Edwards
Microsoft Dynamics ERP
Navision
NetSuite
QAD
- QuickBooks
SAP
SYSPRO
Sage
Timberline
Workday