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Average Ratings 0 Ratings

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ease
features
design
support

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Write a Review

Description

Life in a bustling office is often far from straightforward. Nowadays, organizations employ a variety of document management systems, each presenting its own set of advantages and challenges. As a leader in your team, you're probably juggling numerous email threads, instant message alerts, and word-processing files simultaneously. Your attention frequently shifts to the next attention-grabbing notification. To assist you in regaining your concentration and streamlining your work life, Team-One is at your service. This platform is crafted for effortless integration with Google Drive, Salesforce, and all the essential tools necessary for a more efficient workflow. Additionally, it includes pre-configured connectors along with widget and REST APIs, ensuring full compatibility with all of your business applications. With Team-One, you can foster and strengthen customer relationships while also collaborating and sharing effectively, ultimately guiding your clients toward achieving their objectives. Embrace the opportunity to reclaim your focus and enhance productivity in your workplace.

Description

XL-Connector offers a seamless solution for extracting data from Salesforce, allowing users to manipulate it in Excel and effortlessly upload it back with a single click—eliminating the need for cumbersome CSV files while providing the full suite of Excel's powerful features such as pivot tables, charts, formulas, and lookups. Retrieving updated data from Salesforce.com is remarkably straightforward; simply hit the “Refresh” button, and your data will be instantly current. After making your desired changes, you can send the edited information back to Salesforce with just one click. Additionally, if you manage multiple logins, XL-Connector conveniently stores them, making account switching a breeze, with no restrictions on the number of Salesforce.com organizations you can connect to. Once installed, simply navigate to the XL-Connector tab in your Excel ribbon, log in using your Salesforce ID, and select “Reports”—it truly takes less time to display your real-time data in a familiar Excel interface than it does to describe the process. This efficiency not only saves time but also enhances productivity by integrating Salesforce data directly into your workflow.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Bitbucket
GitHub
Google Drive
Google Workspace
Mailchimp
Momentum Telecom
OpenText CX-E Voice
Qlik Application Automation
Salesforce
Teamstack
WebRezPro
Zendesk

Integrations

Bitbucket
GitHub
Google Drive
Google Workspace
Mailchimp
Momentum Telecom
OpenText CX-E Voice
Qlik Application Automation
Salesforce
Teamstack
WebRezPro
Zendesk

Pricing Details

$5.99 per month
Free Trial
Free Version

Pricing Details

$99 per year
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

BroadConnect

Founded

2005

Country

Canada

Website

www.broadconnect.ca/team-one/

Vendor Details

Company Name

Xappex

Founded

2013

Country

United States

Website

www.xappex.com/xl-connector/

Product Features

Collaboration

Brainstorming
Calendar Management
Chat / Messaging
Contact Management
Content Management
Document Management
Project Management
Real Time Editing
Task Management
Version Control
Video Conferencing

Product Features

Integration

Dashboard
ETL - Extract / Transform / Load
Metadata Management
Multiple Data Sources
Web Services

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