Integrate Costpoint with Salesforce via InfotekBridge REST APIs
Salesforce is an integrated set of enterprise-wide application solutions for tracking, organizing, analyzing, reporting, and even optimizing the entire sales and customer lifetime value. What are the benefits of integrating Salesforce with the Deltek Costpoint accounting platform? First of all, a company can get instant real-time access to data from all of their sales, accounting, customer, and supplier processes directly from Costpoint.
Another benefit of using accounting integration with Salesforce is to have the best practices from every Salesforce org level be available for your sales, marketing and accounting teams. You can easily pull reports on your CRM in Salesforce. This would include all your new leads, existing leads, recurring sales, and future sales. This will give you the opportunity to make quick changes to your sales strategy if you need to. Also, if you’re looking to automate processes, Salesforce accounting integration will provide you with a plethora of options, such as importing your existing data files into, or out of Salesforce.
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