Salesforce is a widely-used online tool that allows businesses to easily track and manage sales-related activities. Once a sale or transaction occurs as a result of sales efforts, this information can be recorded into Salesforce. However, unfortunately, often this data cannot just be left at that.
For many companies, sales data entered into Salesforce must then be audited against actual sales transaction data to get the true recognized value on the balance sheets. This process when performed manually is extremely laborious. The only way to get around this is to have an accurate, automatic way of integrating final transaction data into Salesforce. Luckily CMR has a solution that does just that. The new SalesSource app that was recently launched on AppExchange syncs the final transaction database with Opportunities in Salesforce, updating and correcting complete and accurate data automatically. It can even automate marking an opportunity “closed won” if there is final transaction data for that opportunity.
- Close the loop
- Gain better visibility for Sales Leadership
- Report accurate opportunity data from Salesforce
- Remove a step from the process and get complete sales data more quickly
- CRM Sales Simplified is able to customize the SalesSource app to fit the needs of any company
For more information,call us 858-795-1021
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