Netformx Adapter for Salesforce
Network design solution integrated with opportunity and SFA management
Overview
* Link DesignXpert to SFDC objects * Populate individual fields directly from DesignXpert * Synchronize projects * Upload BOMs as searchable line items * Manage collaboration between multiple users * Downloadable projects from SDFC to DesignXpert
Increases sales productivity by linking DesignXpert and salesforce.com
Improves collaboration between team members by leveraging the workflows and policies implemented in salesforce.com
Provides a single repository for opportunities and dramatically decreases time to manage and close opportunities
Integration of salesforce.com and Netformx DesignXpert Netformx allows salesforce.com to support the complete sale cycle of complex network solutions to enterprise customers. With the Netformx Adapter for salesforce.com a sales engineer or sales representative can: * Pull the opportunity details created in salesforce.com directly from his/her Netformx DesignXpert dekstop application * Upon completion of the design, upload to salesforce.com multiple versions of the Bill of Material and attach them to the opportunity as excel and line items * Upload the complete design file into a shared repository accessible to other authorized salesforce.com users * Easily and automatically maintain current forecast information as DesignXpert project parameters change
Categories
- Business Needs
- Quotes & Orders