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SDMO + Salesforce
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Life is Short. Let’s Integrate!

SDMO and Salesforce

Enhancing Business Operations with Synchronized Data

The integration of SDMO (Sales and Distribution Management Optimization) with Salesforce CRM revolutionizes how businesses manage customer relationships, sales orders, shipments, products, and inventory data. This powerful integration enables real-time synchronization of critical business information, fostering improved efficiency, accuracy, and customer service. It offers a comprehensive platform that transforms the way businesses operate, driving growth and success.

Categories: Accounting and ERP, CRM, Sage SDMO Tags: Accounting, ERP, Pre-Built, Salesforce, SDMO
  • Description

Description

Maximize your business efficiency with the SDMO and Salesforce Integration. This robust solution seamlessly synchronizes critical business data, including customer profiles, inventory levels, sales orders, and invoices. It fosters improved decision-making, streamlined operations, and exceptional customer experiences. The integration empowers you to maintain consistent customer engagement, accurate inventory tracking, and timely order fulfillment, contributing to enhanced operational effectiveness and strategic business growth.

Key Benefits:

  • Streamlined Customer Management: Effortlessly synchronize customer data from Salesforce CRM to SDMO, ensuring up-to-date customer profiles and enhanced relationship management.
  • Seamless Sales Order Integration: Automatically update Salesforce CRM with sales orders created in SDMO, maintaining a consistent sales record across platforms.
  • Efficient Shipment Tracking: Synchronize shipment details from SDMO to Salesforce CRM, providing real-time shipping information and enhancing customer satisfaction.
  • Comprehensive Product Management: Push detailed product information from SDMO to Salesforce, including descriptions and pricing, for an accurate product database.
  • Optimized Inventory Oversight: Maintain up-to-date inventory levels in Salesforce CRM by syncing product quantities from SDMO, ensuring accurate stock information.
  • Accurate Invoice Synchronization: Easily transfer invoices from SDMO to Salesforce CRM, streamlining billing processes and enhancing financial accuracy.

Functions:

SDMO and Salesforce

Customer Synchronization

Sync customer data between Salesforce CRM and SDMO for efficient management.

 

SDMO and Salesforce

Sales Order Processing

Update Salesforce CRM with sales orders created in SDMO for seamless order tracking.

 

SDMO and Salesforce

Shipment Information

Sync shipment details from SDMO to Salesforce CRM, ensuring customers stay informed.

 

SDMO

Product Details Management

Transfer comprehensive product information from SDMO to Salesforce CRM.

 

SDMOInventory Data Synchronization

Keep Salesforce CRM updated with real-time inventory levels from SDMO.

 

SDMOInvoice Management

Seamlessly sync invoices from SDMO to Salesforce CRM, maintaining accurate financial records.

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3PL Accounting Acumatica Amazon BigCommerce Blackline Brightpearl CETEC Cin7 Coupa CRM DSCO eBay eCommerce EDI Epicor ERP Fulfillment Infoplus Infor Marketplace Microsoft Netsuite ODOO Onbuy Pre-Built QBO Quickbooks Sage Sage Intacct SAP SDMO ShipBob ShipHawk ShipHero ShipRush Shopify SkuVault SPS Commerce Square POS Tiktok Wayfair WooCommerce Xero Zoho

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