No more duplicate customer data. You have a clear view of customers and projects for the sales department – the perfect foundation for selling your products and services.
If you use TimeLog Project for project management, but Salesforce holds all your customer information, duplicate data are usually required. TimeLog Project’s integration feature for Salesforce eliminates the hassle of having to manage identical data in two systems. The feature takes care of synchronisation between the two systems, ensuring access to constantly updated data. The result is a no-nonsense sales process that enhances your customer relations.
Always the latest data
The standard integration feature offers two-way synchronisation of customer and contact data. If a customer’s contact information is entered into Salesforce, it is automatically generated in TimeLog Project. Customer information is also synchronised between the two systems, so they seem like one.
The clear view: customers and projects
Integration can be extended to include Salesforce users wishing to get a clear view of their projects and finances from within TimeLog Project. This solution is perfect for the company sales team, as it ensures that they’re always in tune with customer data in their daily work without having to log into two systems.
The integration feature is fully customisable to suit your needs. Perhaps you need to transfer more or less information than the default setting, or perhaps you’ve developed special Salesforce objectives to be integrated with TimeLog Project. Contact TimeLog’s integration consultants for a chat.
We’re ready to help
The integration feature is based on the RapidiOnline tool, which controls how data is shared between the systems. We’re always ready to help you set up the setup, and you won’t need to install further desktop software. Please note, however, that an active Salesforce API is a prerequisite for the integration feature.