Benefits of Integrating Replicon with Salesforce
Advanced Planning for Success
Optimize resource planning by auto-creating future projects in Replicon from the Salesforce pipeline. With seamless data exchanges between the two systems, project managers stay on top of sales deals and add placeholder resources to projects, while sales has visibility into project milestones and progress.
- Auto-create projects and clients in Replicon using Salesforce pipeline information
- Pre-assign project managers and access project details from Salesforce
- Automatic status update in Replicon when deal closes in Salesforce
Accurate Project Pricing
Ensure more precise project pricing estimates by giving project managers lead-time to plan project tasks and build teams. With advance notice, project scoping is easier to accomplish, thus providing good margins and less chance of cost overruns.
- Better planning with a longer runway to create teams and task assignments
- Safeguard against underestimated project scope
- More accurate cost estimates for better pricing and bidding
Streamline and Forecast
Manage your sales and services teams more effectively with accurate forecasting of the sales pipeline. By automating the hand-off between the two teams, unnecessary administrative tasks are eliminated and better communication is established.
- Forecasting precision enabled
- More time to react to changes in the pipeline with visibility into status
- Automated updates and better communication between sales and services teams