Commercient™ SYNC for VAI and Salesforce
Commercient’s SYNC for Salesforce is a cloud app built and used by multiple VAI users who want a CRM in the cloud experience. Commercient is operated by VAI and CRM experts. SYNC for Salesforce makes it possible to start up a dealer-partner portal, help salespeople reduce errors when performing complex product configurations, and keep track of past Sales Orders down to even the most minute detail. - Achieve goals quickly with up-to-date info and a 360° view of your customer. - Eliminate duplicate data entry between your front and back office. - Easily manage open sales orders, open invoices, and account history. Commercient is a leading business application development company that specializes in helping SMBs integrate their ERP data with Salesforce. We offer multiple syncing options for VAI and Salesforce customers, including ERP-to-CRM, CRM-to-ERP, and bidirectional integration. What are you waiting for? Start syncing your data today!
Top keywords
- salesforce4×2.70%
- commercient3×2.03%
- data3×2.03%
- vai3×2.03%
- cloud2×1.35%
- crm2×1.35%
- multiple2×1.35%
- open2×1.35%
- orders2×1.35%
- sales2×1.35%
- sales orders2×1.35%
- start2×1.35%
Quickbooks Online By Tally Integrations
Tally brings QuickBooks Online billing, accounts receivable and payment management directly into Salesforce. Sales, finance and operations teams automate accounting transactions, collect or record payments and track balances without leaving Salesforce. BILLING AUTOMATION Create QuickBooks invoices, estimates, sales receipts, purchase orders, bills, refunds and recurring invoices. Use Salesforce Flow to generate transactions automatically, such as invoicing when an opportunity closes. ACCOUNTS RECEIVABLE Track open, paid, partially paid and overdue invoices, record full, partial or multi-invoice payments, send reminders and download invoice PDFs. PAYMENTS Accept credit card and ACH payments, and record cash, check, wire and external payments, individually or through Flow automation. SYNC Keep QuickBooks Online and Salesforce synchronized across customers, products, invoices, estimates, sales receipts, purchase orders, payments, balances, classes, tax rates and statuses. A Product Sync Health dashboard tracks products. Tally is more than a QuickBooks connector. It is a Salesforce billing, payment, receivables and accounting automation platform for QuickBooks Online.
Top keywords
- payments6×3.92%
- quickbooks5×3.27%
- salesforce5×3.27%
- invoices4×2.61%
- automation3×1.96%
- billing3×1.96%
- record3×1.96%
- sales3×1.96%
