Netformx Adapter for Salesforce.com

Increase sales productivity and dramatically reduce time spent managing and closing deals with Netformx Adapter for salesforce.com

Salesforce.com, a leader in customer relationship management (CRM) and sales force automation (SFA), is used worldwide for pipeline and account management. The Netformx Adapter for salesforce.com delivers out-of-the-box integration and synchronization to take advantage of the powerful features available in salesforce.com. Projects created with Netformx DesignXpert® are automatically maintained in salesforce.com offering many benefits:

• Synchronize the opportunity status, supporting documents, Bill of Material (BOM) line items, and forecasted deal value in a single repository
• Improve collaboration between account team members while ensuring up-to-date and accurate information
• Leverage salesforce.com workflows, policies and reporting capabilities for complete opportunity management
• Reduce manual and error-prone processes

Using the Adapter both Netformx DesignXpert Gold and Platinum Edition users can link their projects to their salesforce.com account and benefit from the following capabilities:

• Populate individual salesforce.com fields directly from DesignXpert
• Synchronize project attributes, quotes and documents
• Upload Bill of Materials (BOM) as line items
• Manage revisions and collaboration between multiple users
• Enable download and upload of complete project files to and from salesforce.com

The Netformx Adapter for Salesforce.com ensures continuity through a project’s lifecycle from initial engagement to deployment and benefits individual users as well as their management. Previously created projects are easily reused and the ability to access cross-project reports saves valuable time. Users have the flexibility to associate Netformx DesignXpert projects with any salesforce.com standard or custom object. A simple wizard helps the user create a mapping between salesforce.com fields and Netformx DesignXpert attributes and vice versa. Once the initial setup is completed users can share all designs, BOMs, reports and related opportunity information directly through salesforce.com.
 

Prerequisites

Installing and using the Netformx Adapter for Salesforce.com requires a valid license of the following:

• Netformx DesignXpert Gold or Platinum Edition
• Netformx Adapter for Salesforce.com License
• salesforce.com Professional, Enterprise or Unlimited Edition

Netformx offers professional services to assist with the initial deployment and in the event further customization is required.

Contact your Netformx account manager today for more details. Call +1-888-743-6769/1-408-423-6600 to speak with a Netformx sales representative, e-mail sales@netformx.com.

 

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