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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.
Description
iEnterprise CRM (iCRM) is a cloud-based platform designed specifically for small and medium-sized enterprises. This versatile multi-user system can be utilized across your organization to effectively oversee your salesforce and enhance revenue generation. It encompasses all elements typical of a conventional CRM, such as account management, contact handling, sales pipeline management, issue tracking, campaign oversight, workflow automation, and reporting capabilities. Seamless integration with widely-used small business applications like Gmail, Outlook, and QuickBooks is a standout feature! Additionally, we offer dedicated applications for Mac, iPhone, and Android devices. Beyond these standard features, it includes advanced functionalities such as tracking recurring revenue, generating quotes, and managing subscriptions, streamlining nearly every operational aspect of your business. This solution is tailor-made for the needs of small and medium-sized organizations. In contrast to Salesforce.com and similar platforms, iEnterprise CRM delivers a comprehensive suite of tools necessary for business operations without the need for third-party plugins, all at an affordable price point. Its user-friendly design ensures that even those with limited technical expertise can navigate the system with ease.
API Access
Has API
API Access
Has API
Integrations
Alexa
Gmail
Mailchimp
Microsoft Outlook
QuickBooks Online
WordPress
Integrations
Alexa
Gmail
Mailchimp
Microsoft Outlook
QuickBooks Online
WordPress
Pricing Details
$99 per year
Free Trial
Free Version
Pricing Details
No price information available.
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
Xappex
Founded
2013
Country
United States
Website
www.xappex.com/xl-connector/
Vendor Details
Company Name
iEnterprises
Founded
1996
Website
www.ienterprises.com
Product Features
Integration
Dashboard
ETL - Extract / Transform / Load
Metadata Management
Multiple Data Sources
Web Services
Product Features
CRM
Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management