CRM

Stay connected with your customers and the opportunities

Retain and gain customers, win oportunities, and reduce down time by integrating your CRM system with Fishbowl.

 

Import won sales, new customer details, and more with the Fishbowl integration.

Fishbowl integrates with Salesforce

Fishbowl for Salesforce® will allow your salespeople in the field to check inventory levels back in the warehouse before closing a sale. They can now make sales calls with confidence, knowing that everything on a sales order is in stock and ready to ship immediately. And, to further increase efficiency, Salesforce will automatically send order details to your shipping department when salespeople finalize a sale.

Fishbowl is excited to announce a new Salesforce integration App!

 

This integration will save time by streamlining your sales and order management operations. Increase overall efficiency, and decrease customer frustration by guaranteeing that your customers get what they ordered without shipping delays due to stock shortages.

Dynamic Inventory Data When Salespeople Need It Most

 

A big problem salespeople have faced when using Salesforce is not knowing for sure if they have enough inventory in stock to cover potential sales. Inventory levels change constantly and, until now, salespeople in the field had no idea what current inventory levels might be when they were sitting with customers creating purchase orders.

 

BUT NOW, WHEN YOU INTEGRATE WITH FISHBOWL WITH SALESFORCE

Your salespeople can see real-time inventory counts in Salesforce as they’re talking to customers. Product numbers, codes, descriptions, details and pricing, along with information on shipping carriers, are all available

right there when you need them to close that sale.

They’ll never have to guess if they’re overpromising because they’ll have the data right in front of them. Sales opportunities can now be maximized without fear of having to inform customers their orders will be delayed

due to stock shortages.

Now salespeople can easily confirm inventory availability, provide accurate pricing, close the sale and dynamically submit sales orders for immediate shipment, all while sitting in a customer’s office.

 

Two Systems Working As One

Your salespeople can now live in Salesforce while working in the field, and once back in the office, everything they’ve entered in Salesforce will be available to them when they log into Fishbowl to manage their orders.

 

NO DOUBLE DATA ENTRY WILL BE NECESSARY IN EITHER SYSTEM

Both will work like one highly efficient system, giving salespeople and those working in the warehouse and shipping departments everything they need to quickly and easily satisfy every sales order in the system.

 

Fishbowl for Salesforce synchronizes your customers, products, location groups in both software solutions. So when a sale is made to a new customer in Salesforce, it automatically adds that customer’s information to Fishbowl, which then gets the ball rolling on shipping the order out. For an existing customer, it just tells Fishbowl to add a new sales order to their account.

Real-time data means bigger sales and happier customers. And the entire process just got easier for everyone involved.

Fishbowl integrates with Zoho CRM

Benefits of Fishbowl’s integration with Zoho:

Order Imports: Create SO’s in Fishbowl from quotes, SO’s, and invoices imported from Zoho on a scheduled basis.

Order Exports: Map the order status and other fields in Fishbowl to Zoho and then export quotes, SO’s, and invoices to Zoho.

Order Fulfillment: After an SO from Zoho gets fulfilled, Fishbowl sends a note back to Zoho with the carrier, tracking number, and other information.

Product Imports: Create new products in Fishbowl from ones in Zoho and also link existing products in both solutions

Product Exports: Connect product numbers in Fishbowl to product names in Zoho, update prices, and more by exporting product data from Fishbowl.

Inventory Updates: Automatically update the quantity in stock of a product in Zoho to reflect the available quantity in Fishbowl after an order is processed.

Contact Us

Give us a call and have a chat with one of our amazing Client Solutions team

AU: 1300 785 755

NZ: 0800 785 755

solutions@fishbowlinventory.com.au

START YOUR FREE TRIAL

No credit card details required. Enter your details and download your free trial now!