Need Sales Pipeline Transparency?
SyncEzy and Salesforce will give you the tools you need to nurture your leads, automate your sales process and close more deals.
The ultimate CRM integration for simPRO
Get a full, 360 degree view of your customers and sales pipeline, with the SyncEzy simPRO – Salesforce integration. Sync contacts and customers, jobs and quotes, so you have the most import information about your clients and their sales history where it matters most – in your CRM! Close more deals with the intelligent opportunity and sales pipeline management features in Salesforce, connected with your simPRO Quotes.
Our Key Features
Set it and Forget it, with SyncEzy automatic time based sync runs every 15 minutes or Instant Sync from Control panel.
100% bulletproof security with 256 Bit encryption, plus we do not store any client details on our servers.
Sync Contacts down to the last little detail custom field, tags and notes, Say Good bye to Duplicate Data entry in multiple systems
LEADS / QUOTES
Follow-up every lead and opportunity in salesforce till it’s converted into a Quote and an Order in simPRO.
Why Salesforce and SyncEzy?
Qualify & Nurture your leads in salesforce and use the salesforce for what it’s best for. As a sales growth tool for your sales team. Keep track of open leads and follow them up to convert Leads to Opportunities. Leads remain in Salesforce.
Qualify leads into opportunities, follow them through till you create a quote in simPRO. Connect every opportunity in Salesforce with a quote in simPRO and use Salesforce follow up mechanisms to create the ULTIMATE CLOSING MACHINE
Sync your Quotes from simPRO to Salesforce to take advantage of simPRO’s detailed estimation and quoting engine and pass this on to Salesforce for flawless followup and closure. Quote to win, and close more deals.
We pride ourselves on the quality of our support and have the testimonials from customers to prove it. It is no wonder that most customers have stayed with us for more than 3 years!
We are constantly adding new features and updates to the sync and making the integration deeper and more useful to our clients. Always evolving.
Create your campaigns in Salesforce. Have your PARDOT List Automatically updated from simPRO contacts. Get started on seeing immediate returns on your investment in marketing.
Sync Contacts both Ways
Push contacts from Salesforce to simPRO. When a lead is converted and ready for a quote, send them to simPRO. As time passes and contact details change, keep their details updated and in Sync between both systems.
Sync Jobs and Quotes
Connect simPRO jobs and Quotes to Salesforce so you can get a 360 degree view of transactions with every customer. Update Salesforce deal amounts and stages with accurate estimates from simPRO.
Automate your Processes
Trigger Salesforce process automation from actions in simPRO. Use various details from simPRO contact fields to trigger and customize contact touchpoints and target your messages to suit the audience.
More about Salesforce
Salesforce is the ALL powerful 800 Pound Gorilla of the CRM space. With our simPRO Salesforce Integration you can finally use serious software management in simPRO with the world's number 1 CRM Salesforce. Because every company's Salesforce Org is customized and...read more
Sync your apps, the Ezy way.