Quintadena

Salesforce

Enjoy all of the innovative benefits of Salesforce as part of your QuoteWerks software with the QuoteWerks Salesforce integration.

Benefits of the Salesforce QuoteWerks Integration

There are plenty of benefits to integrating Salesforce with your QuoteWerks software, we’ve included just a few below:

  • QuoteWerks leverages your Salesforce contacts
  • Automatically create and update sales opportunities
  • Creates products in Salesforce
  • Create and update follow-up calls in Salesforce
  • When quotes are successful in QuoteWerks, the Salesforce opportunity is also updated as won
  • Use your Salesforce products in your QuoteWerks quotes
  • Attach PDFs to Salesforce so people in your organisation without QuoteWerks can view quotes
  • Create a new quote from Salesforce
  • Create new Salesforce contacts from QuoteWerks
  • Electronically deliver quotes and proposals to your customers in Salesforce

To find out more about how Quitadena can help integrate with your favourite software, contact our team.

Other CRM/PSA Integrations From Quintadena

Take advantage of a wide range of QuoteWerks CRM integrations to access all of your information in one place for a seamless experience.

HubSpot
HubSpot

Combining QuoteWerks with HubSpot allows you to take full control of your sales funnel. You can integrate QuoteWerks with HubSpot CRM Contacts, Deals, Products and more. Your sales team will be able to generate leads within HubSpot, close deals more efficiently and create remarkable customer experiences.

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Autotask
Autotask

Autotask is a professional services automation tool that offers a range of opportunities to streamline your sales funnel, making the process of providing estimates and proposals to potential customers simpler and easier. What’s more, it allows you to create orders and service tickets within Autotask, as well as get a complete view at revenue generated across products and services.

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Microsoft Dynamics CRM
Microsoft Dynamics CRM

Microsoft Dynamics CRM allows you to make quicker, better decisions when it comes to responding to market shifts and new trends, giving you an edge over your competitors and helping increase revenue. This AI-powered CRM software is also highly adaptable and easy to use so that your team can work efficiently with minimal training.

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GoldMine
GoldMine

QuoteWerks integrates with GoldMine contacts, predicted sales, potential opportunities, calls and more, allowing better control of your sales funnel. This gives your team the tools to create accurate quotes and proposals quicker, track every stage of the sales pipeline with clarity and close deals more efficiently. 

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Zoho Integration
Zoho Integration

Zoho CRM allows you to manage your sales, marketing and support all within the same platform. When integrated with this software, QuoteWerks leverages your existing contacts, allows you to track follow-up calls, automatically creates and updates deals, creates products and services that it attaches to quotes, and more.

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SAP
SAP

SAP is an enterprise-level CRM system that helps large organisations manage customer relationships, sales and services across complex operations. Its data management, automation and analytics features allow teams to streamline complex workflows and make better informed decisions. What’s more, SAP uses a modular approach, meaning solutions can be customised to meet specific industry and operational needs.

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GoldVision
GoldVision

GoldVision is a CRM platform for sales, marketing and project management with strong customisation and reporting capabilities. It’s designed to support businesses of all sizes and has a user-friendly interface allowing your team to work more efficiently. GoldVision offers a wide variety of tools that help streamline operations and improve customer engagement.

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