SalesForce

Smooth Hand-Off for the Win

Enable your professional services team to schedule resources and plan projects for new customers coming out of the sales pipeline. With our Replicon SalesForce integration, hand-offs between your sales and services teams will feel seamless. You know what that means: happy customers, happy team members.

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Plan projects with placeholder resources before sales deals close to ensure that resource planning across the organization is optimized

Improve sales forecasting and create more accurate cost estimates for new projects to set expectations, ensure good margins and avoid cost overruns

Streamline the hand-off process between the sales and services teams to eliminate extra tasks and ensure accurate communication

Benefits of Integrating Replicon with Salesforce

Project Planning

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
Resource Planning
Project Planning Software

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

Replicon CRM Connector for Salesforce

Making the Sales to Services Handoff Seamless

For many Professional Services Organizations, the handoff of a newly closed deal from a salesperson to the services delivery team can frequently be quite rocky. This is often due to the services delivery team not having enough visibility into the sales pipeline to be aware of upcoming new projects, let alone effectively forecast or plan for them.

 

The result is that the service delivery team is caught off-guard by the last minute, aggressive project deadline demands made by the sales team, and they then need to scramble to find the right resources to staff the project — especially when workers are already allocated to other projects. What’s more, without enough lead time to plan and scope the project properly, it becomes difficult to provide reliable project cost estimates.

 

These issues impact the sales team, as well, because their credibility is tarnished when the project resources they promised the client are unavailable due to scheduling conflicts, or when
they underestimate project costs.

 

What Professional Services Organizations need is a seamless way to integrate their data in Salesforce with Replicon to ensure streamlined, successful projects.

Replicon and Salesforce Join Forces to Bridge the Gap

The Replicon CRM Connector for Salesforce provides a seamless integration that ensures greater pipeline visibility from Salesforce within Replicon. This enables the services team to schedule resources, plan projects more effectively, and deliver accurate project cost estimates and coping to both the sales team and prospects.

 

The Replicon CRM Connector for Salesforce is a 100% cloud-based integration that helps organizations:

    • Plan for resources before closing the deal: Projects in the pipeline are auto-created in Replicon from Salesforce before the deal closes. This means that project managers can start adding placeholder resources to ensure that the right staff is locked-in, and that resource planning across the organization is optimized.
    • Price projects more accurately: With more time to build the team and plan the project tasks, the project managers can create more accurate cost estimates that lead to better pricing and bidding. This helps to ensure good margins, sets the right expectations with prospects, and helps avoid cost overruns due to underestimated project scope.
    • Improve forecasting precision: More accurate forecasting of the sales pipeline will help both the sales and the services team manage their groups more effectively so they can react more quickly to changing dynamics.
    • Streamline the process: By automating the hand-off between the sales and services teams, you eliminate unnecessary administrative tasks, and ensure better communication and accuracy between the two groups.

Key integration capabilities

The Replicon CRM Connector for Salesforce seamlessly integrates Replicon and Salesforce to create a unified experience. From the moment a lead is first received, to the time the sales team hands off the closed deal to the services team, and straight through to project completion — the whole process runs smoothly and reliably.

Key capabilities include the ability to:

    • Pre-assign project managers in Salesforce: As a sales opportunity reaches later stages, users can pre-assign the project manager from a drop-down list auto-synched from Replicon.
    • Auto-create Replicon Projects: The Replicon Project is automatically created in “tentative” status when the sales opportunity reaches a specific completion percentage pre-defined by the organization.
    • Auto-create Replicon Clients: The Replicon Client is automatically created (if none exists) when the sales opportunity reaches a specific completion percentage pre-defined by the organization.
    • Access Replicon details from Salesforce: Links are added in Salesforce to provide seamless access to the Replicon Project and Client to ensure visibility into project milestones.
    • Update Replicon Project status when the deal closes: When the opportunity is closed or reaches 100% completion, the Replicon Project status is automatically updated to “in progress”.
FAQs
Integrating with Salesforce
  • How do I buy the Replicon integration for Salesforce?
    Contact us and we'll get you squared away.
  • How secure is my data?
    We assure you both Replicon and Salesforce hold data security to the highest standards. Your data is safe in both of our systems.
  • How long do integrations take?
    Integration timelines depend on the customer’s requirements. Some are more complex and require longer timelines. But don’t worry; we work with our integration partners to ensure you get up and running in no time.
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