Replicon and Salesforce align teams together. Get better visibility to plan resources for pipeline deals, automate project billing, and track and analyze profitability by project and client.
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.
Any updates to an opportunity, account, or user that are already imported into Replicon are always continuously synced ensuring your data stays accurate and up-to-date without manual intervention.
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.
Replicon’s Time Tracking can be installed directly from the Salesforce Appexchange platform and comes with guided, self-service app installation instructions.
An Enterprise Ready Time Tracking Platform with Security, Flexibility and Scalability
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.
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
Open APIs library available to extract any data you want from any system.
To know more about our Project Time Tracking Solution with Salesforce Integration
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 quite 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. Replicon and Salesforce Join Forces to Bridge the Gap Replicon’s Time Intelligence platform works with Salesforce to enable accurate project time tracking and costing to streamline billing. Configurable, mobile, agile, and easy-to-deploy, 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. Powerful analytics help visualize business metrics while configurable reports give a consolidated view to manage budgets, costs, and resources.
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.
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