Salesforce.com
Salesforce.com is one of the pioneers of online CRM (Customer Relationship Management), and one of the most successful CRM companies of its kind in the world. Quosal’s interface with salesforce.com is deep, rich, and intimately integrated not just with the data repository of salesforce, but with the sales process that salesforce represents. Quosal works to not only provide you with great quote software, Quosal works with your accounts, contacts, opportunities, activities, and documents within salesforce. Sales quote process automation is created between the integration with our quoting software and Salesforce.com. The ease of use that Quosal’s quote software provides is a great benefit and tool for your sales team.
Quosal supports Salesforce.com:
- Accounts
- Contacts
- Opportunities
- Activities
- Activity History
- Products & Price Books
- Document Attachments
There are many benefits of using Quosal quote software with Salesforce.com. The integration between our quote and proposal software and Salesforce automates the quote and proposal generation process in numerous ways. Data that you update in Quosal is automatically updated in your salesforce system, and vice-versa. You don’t have to be running salesforce to use it with Quosal – but if you are, you’ll see your information update automatically and interactively. Your Documents – both quotes and proposals – can be saved in the salesforce.com document repository, so you’ve got access to them wherever you are. Salesforce.com is also a great product and price book source, and you can freely use and search on the salesforce.com product list and price books you’ve created as you build your proposal. Quosal can also be purchased as a SaaS version. No need to change your operations for this business application.
Quosal’s long-term commitment to our partnership with salesforce.com means that we’ll continue to expand our use of the excellent salesforce online, real-time program interfaces to provide more and more functionality. This means you get the best of both worlds…the ease of access and availability of information provided by salesforce.com, and the rich functionality you need to create state-of-the-art quotes and proposals – all seamlessly integrated.
