Integration » CRM systems

XTRF™ - CRM systems integration

 

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SalesForce.com - the world’s largest Internet platform offering a professional sales management system. Much like XTRF™, this is a web-based tool that can be fully operated by means of an Internet browser.

The integration of the XTRF™ system with Salesforce.com ensures complete and smooth co-operation between the sales and production departments of a translation company. The synchronisation of the customer database facilitates the identification of individual persons, while at the same time avoiding potential errors in contacts.

Integration covers the following elements:

  • Synchronisation of the customer database and customer contact persons,
  • Synchronisation of "sales opportunities" with Salesforce.com with project valuations in XTRF™,
  • Synchronisation of the status of sales activities between two systems,
  • Synchronisation of the management of the users of both systems.