Salesforce.com CRM Integration

Salesforce.com is the leader in CRM software.    Using Salesforce.com you can track Leads,  convert Leads to Opportunities, monitor the Opportunities through the sales cycle and when your sales reps close the deal it's time to fulfill the order quickly and efficiently.   That's where All Orders fits in!


How does it work?

Wouldn't it be nice if as orders were being placed on your ecommerce site, they automatically were placed into your order management system as well? Could you imagine a world where you never had to worry about double data entry OR data entry errors? Whether once or 100 times a day, setting up the All Orders system to pass information back and forth with your Salesforce website is a snap.


What Information is Synchronized?

There are a couple of integration points between Salesforce.com and All Orders:

  • Items:  In Salesforce.com Items are called Products. When an Item, including the net quantity available, is added or updated in All Orders the corresponding Product is added or updated in Salesforce.com
  • Opportunities:  When an opportunity is marked as 'Closed Won'  we create a corresponding sales order in All Orders.        
  • Customers: In Saleforce.com Customers are called Accounts.   When an sales order is created from an Opportunity, we will create or update the corresponding Customer in All Orders.  
  • Shipping Documents:   When the ship doc is marked as shipped,  we update the Opportunity as 'Shipped' in salesforce.
  • Inventory Stock Levels:  Inventory levels for your products on Salesforce.com will be updated automatically with the quantities from All Orders.

System Requirements

  • All Orders 6.0 or later
  • Salesforce.com - Enterprise or higher

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