Harness the Power of Salesforce Time Tracking
Improved Resource Planning and Project Tracking with Salesforce Time Tracking
When a deal in Salesforce meets predefined criteria such as reaching a specific sales stage, probability percentage or being of a specific type, that opportunity gets automatically added as a project in Replicon along with its attributes.
Real-time Client, Project & User Data Through Unified Systems
Any updates to an opportunity, account, or user in Salesforce will be synced in real-time in Replicon to ensure that the data stays accurate and up-to-date without manual intervention.
One Platform. One Experience
Single Sign-On between Salesforce and Replicon Time Tracking ensures an integrated quick and easy access for users to both systems without the hassle of remembering multiple usernames and passwords.
Simple to Install and Use Time Tracking for Salesforce
Replicon’s Time Tracking can be installed directly from the Salesforce Appexchange platform and comes with guided, self-service app installation instructions.
Replicon’s Modern & Mature Integration Platform for Salesforce
An Enterprise Ready Time Tracking Platform with Security, Flexibility and Scalability
Robust Pre-built Connectors
Get highly secure ecosystem connections in a matter of minutes – not months, using our 50+ pre-built connectors – QuickBooks, SalesForce, Concur, Xero, Namely, ServiceNow, BambooHR, Jira, and more.
Fast and Seamless Integrations
Plug and play with our out-of-the-box integrations and change on-the-fly with our swap-in and swap-out connectors as your ecosystem evolves
Extract Any Data You Need
Open APIs library available to extract any data you want from any system.
Time Tracking and Project Management for Salesforce
Why integrate Replicon and Salesforce?
For many organizations, handing off a newly closed deal from a salesperson to the teams across organizations can frequently be rocky. This is often because the services delivery team does not have visibility into the sales pipeline to plan new projects and find the right resources. Without enough lead time to plan and scope the project properly, it becomes difficult to provide reliable project cost estimates. This is why organizations need a seamless way to integrate their data in Salesforce with Replicon to ensure streamlined, successful projects.
Single Source of Truth for Project Time
Replicon offers a single source of truth for project time throughout your business. Improved billable hours and utilization enables leaders to map revenues and set utilization targets at the organization, department, and user level. Replicon and Salesforce integration also offers project forecasting and budgeting to plan for future resource needs with full visibility into the project pipeline, resources, and skill requirements.
Replicon + Salesforce
- Plan for resources before even closing the deal: Projects in the pipeline are auto-created in Replicon from Salesforce before the deal closes.
- Plan projects more accurately: With more time to build the team and plan project tasks, the project managers can create more accurate cost estimates that lead to better pricing and bidding. This can ensure good margins, set the right expectations with prospects, and help 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 more effectively manage their groups and react more quickly to changing dynamics.
- Streamline the process: Automate the hand-off between sales and services teams, eliminating unnecessary administrative tasks and ensuring better communication and accuracy between the two groups.