Create new customers on the fly or search the CRM to append orders.
Lookup customer to view information, review past orders and create new associated orders for the customer.
Capture customer details and create them in Salesforce at the time of making that sale.
Real-time data sync provides powerful visibility within Salesforce.
Both the back office and front office are aligned on status and revenues.
Product and Price are managed within Salesforce standard capabilities and pass through in real-time.
Orders can be saved to Salesforce even if they are not completed or fully paid. Providing a call to action within an Opportunity sales process.
Contact us to discuss further.