- Introduction
- Advanced Reporting
- Auto-Email
- Bundle Management
- Contact Manager integration
- Courier integration
- Customer-specific Pricing
- Document Digital Signing
- Door Management
- Exchange Rate Lookup
- Microsoft Business Central
- Microsoft CRM Contracts
- PDF Conversion
- Peer Reviews & Approvals
- Price Rounding
- Postcode Address Finder
- Purchase Order Tracking
- QuoteWerks Avalara Avatax
- QuoteWerks ChargeLogic
- QuoteWerks DDI System
- QuoteWerks Excel Reporting
- QuoteWerks FedEx & UPS
- QuoteWerks HTML Email
- QuoteWerks Line Item Sort
- QuoteWerks Monday.com
- QuoteWerks Opt Item Import
- QuoteWerks Price Uplift & Drop
- QuoteWerks Sage 50 Canada
- QuoteWerks Sage 50 Stock
- QuoteWerks Scripting
- QuoteWerks ServiceNow
- QuoteWerks TASBooks
- QuoteWerks TechData (C2000)
- QuoteWerks PO Tracking
- Repair Management
- Resource Management
- Sage 200 Discounting
- SalesForce & Pegasus Opera
- Servicing Management
- SugarCRM & Roster Manager
SalesForce.com & Pegasus Opera
For use with: SalesForce.com & Pegasus Opera 2 or 3
About the User: this project was commissioned by a client that manufacturers
and supplies temporary protection materials for various applications, primarily to
the construction industry. The client uses Pegasus Opera 3 accounting and business
management solution software to run their business and has done for many years. In
order to improve their internal contact management and sales quoting processes, they
also implemented SalesForce.com with the Steelbrick quoting add-on alongside.
Project Brief: in the absence of an ‘out of the box’
integration, the client engaged us to develop a solution which synchronises
their contact, product and pricing between the Pegasus Opera, SalesForce.com and
Steelbrick databases.
Features:
- Writing new Customer details from SalesForce.com to Pegasus Opera.
- Writing updated Customer details from Pegasus Opera to SalesForce.com.
- Writing Product and Stock information from Pegasus Opera to SalesForce.com.
- Writing Product Pricing information from Pegasus Opera to SalesForce.com’s SteelBrick module, including quantity and price break details.
- Support for Pegasus Opera flat file and SQL Server database formats.
- Integration with SalesForce.com and SteelBrick ‘SForce’ SOAP web services.
- Manual and automatic run modes.
Benefits:
- Massive time-savings on information entry and maintenance as compared to manually duplicating the details between the two systems.
- No need for manual User intervention with the automatic weekly, daily and/or hourly scheduled update of information between systems.
- A very simple User interface to perform all tasks requiring minimal User training.
- Highly configurable backend options so that changes may be made without requiring a developer to rebuild the application.
