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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

Traction Knock is an innovative mobile field sales application designed to simplify the door-to-door sales process. Gone are the days of cumbersome paper clipboards, intricate pricing setups, or the tedious task of entering data manually upon returning to the office. This app seamlessly integrates with Salesforce.com, DocuSign, and Google Maps, and it can be effortlessly tailored to utilize external data sources. Traction on Demand stands out as one of the leading Salesforce consulting and application development companies in North America. Our commitment to clients goes beyond just providing cloud services; we focus on fostering long-term capabilities through collaboration and empowering our customers for future success. This approach ensures that our clients not only receive immediate solutions but are also equipped for sustained growth.

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

CloudHub
Docusign
Google Maps
Salesforce

Integrations

CloudHub
Docusign
Google Maps
Salesforce

Pricing Details

No price information available.
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

Traction on Demand

Founded

2007

Country

Canada

Website

tractionondemand.com/products/

Vendor Details

Company Name

Xappex

Founded

2013

Country

United States

Website

www.xappex.com/xl-connector/

Product Features

Product Features

Integration

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

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