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

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
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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