CRM Integration

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Tracking and nurturing your customers, conversions & leads will help drive you through the sales cycle and give you the power to manage your business with ease.

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We can integrate your system with popular CRM (Customer Relationship Management) packages such as Sales Force and Quote Werks, giving you the power to organize, automate and synchronize sales processes.

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Fishbowl Integration with Salesforce

  • Once the opportunity is finalized, the opportunity is flagged and the integration downloads the opportunity as an order in Fishbowl
  • The related customer data will also be downloaded/updated at this time
  • After the order is fulfilled (shipped) in Fishbowl the integration will write back to Sales Force the following; Shipment tracking information and Sales Order/Opportunity Fulfillment status
  • The integration will also update the Quantities available for sale in Sales Force

Requirements

Compatible Sales Force Editions – Enterprise, Ultimate, Developer or Professional Edition + Purchase of the API for the Professional Edition.[/vc_column_text][/vc_column_inner][/vc_row_inner][/vc_column][/vc_row]

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