Salesforce (by SyncEzy)
Integrating Simpro with Salesforce enhances customer relationship management. It syncs customer data, project details, and service requests, facilitating streamlined communication, sales automation, and improved customer engagement for business growth.
Description
Integrating Simpro with Salesforce enhances customer relationship management. It syncs customer data, project details, and service requests, facilitating streamlined communication, sales automation, and improved customer engagement for business growth.
Features
Unified Customer Data Hub
Sync customer records seamlessly between Simpro and Salesforce, creating a central repository for client information, improving data accuracy, and enabling personalised communication.
Efficient Lead-to-Opportunity Conversion
Automate the transfer of qualified leads from Simpro to Salesforce, streamlining the sales process, and enhancing lead nurturing and conversion efforts.
Project and Job Management Integration
Link Simpro project details with Salesforce opportunities, allowing sales teams to access project status and history. Improve customer interactions with insight into ongoing work.
Service Request Handling
Route service requests from Salesforce to Simpro for efficient scheduling and resolution. Provide timely service, enhancing customer satisfaction and loyalty.
Reporting and Analytics Synergy
Combine data from both platforms to generate comprehensive reports on customer interactions, sales performance, and project profitability. Make data-driven decisions to drive business growth.
Media
Reviews
Resources
FAQ
100% bulletproof security with 256 Bit encryption, plus we do not store any client details on our servers.
Providing fixed pricing on integrations is difficult as different-sized companies have different requirements & support levels (i.e. a 5-person business vs a 500-person, multi-site company). Our team are specialists in tailoring implementation & support packages that make sense for a business of your size. Click the “Chat Now” button on the bottom right of this page to start the conversation.
- Register a SyncEzy Account
- Find the simPRO / Salesforce integration from the Integration library
- Subscribe to the simPRO / Salesforce integration.
- Authenticate simPRO
- Authenticate Salesforce
- Complete the configuration steps.
We pride ourselves on the quality of our support and have the testimonials from customers to prove it. It is no wonder that most customers have stayed with us for more than 3 years!
