Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Average Ratings 1 Rating

Total
ease
features
design
support

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

Screenshots View All

Screenshots View All

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

Alternatives

Alternatives

Streamline ERP Reviews

Streamline ERP

Streamline
Qxchange Reviews

Qxchange

Cellarstone
Dakota Fuse Reviews

Dakota Fuse

Dakota