iQuoteXpress - Salesforce Integration
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iQuoteXpress integrates seamlessly with Salesforce CRM and allows users to create quotes and proposals within the Salesforce platform. It syncs contact and account information between Salesforce and iQuoteXpress. Users can access iQuoteXpress through a dedicated tab within Salesforce without having to log in separately. Quotes created in iQuoteXpress automatically update related opportunity records in Salesforce.
iQuoteXpress - Salesforce Integration
- 2. iQuoteXpress is a Salesforce.com partner and integrates seamlessly with Salesforce CRM. You can find our listing in Appexchange, Salesforce’s complete marketplace for cloud computing. Although iQuote Xpress is a standalone SaaS service, we are proud to be part of the 1000+ applications and services offered for Salesforce CRM users and the force.com platform. If you are already a Salesforce.com user, setting up iQuoteXpress is extremely fast and easy. With just the click of a button, the information from your Salesforce CRM contact database is synchronized with iQuoteXpress. Once the proposal is finished, it is referenced back to Salesforce opportunities. Let us show you how our integration works:
- 3. Single Sign ON iQuoteXpress offers single sign on capabilities, just by logging into salesforce.com you will be automatically granted access into our quoting platform from your normal Salesforce.com environment. You start by login in with your usual salesforce.com credentials.
- 4. As you enter your Salesforce.com homepage you will notice it includes an iQuoteXpress tab.
- 5. If you click on the iQuoteXpress tab you can access all of your proposal information without leaving the Salesforce.com environment.
- 6. Accounts and Contacts iQuoteXpress will pull your accounts and contacts database from Salesforce.com, making every account automatically available for you in the quoting tool. In the example below you can see the information for United Technology originally in the Salesforce.com environment.
- 7. After synching you will see this same account listed in the iQuoteXpress customer search engine.
- 8. If you click on it, it will show the customer profile in iQuoteXpress and you will notice that the same information moved to iQuoteXpress from the original customer profile in Salesforce.com. All of this happens seamlessly without the user participation allowing you to work with both tools as if they were one.
- 9. As you create and modify a proposal, the opportunity associated to that proposal can be automatically updated from the quoting tool. Let’s go through the process: Opportunity - Proposal Integration The integration will allow you to start a new proposal from an opportunity using the iQuoteXpress object inside Salesforce.com as you can see below. As you create and modify a proposal, the opportunity associated to that proposal can be automatically updated from the quoting tool. Let’s go through the process:
- 10. We will start by clicking on the “Add Quote” button in the Salesforce.com opportunity.
- 11. This will open a new proposal window that will already include the opportunity name and the contact information of the customer we are building the quote for. This saves time and helps you move from your CRM to you quoting tool with ease. The proposal and the opportunity it came from bind together and will automatically update as you make changes.
- 12. The proposal and the opportunity it came from bind together and will automatically update as you make changes. In our example, we added some items to the proposal and you can notice in the bottom right corner of the picture the net amount for this quote without taxes is $485.00.
- 13. We then click on the “save button”, the system assigns a unique proposal number and updates the proposal information to the opportunity in Salesforce.com
- 14. When we go back to our opportunity in Salesforce.com you can notice that the opportunity amount has been updated to $485.00, helping you keep your forecast reports updated without the sales representative having to re-enter the information into Salesforce. For more information and a demonstration of iQuoteXpress, go to www.iQuoteXpress.com or call us at: 1+818-765-3149