Salesforce is the customer service platform with social-like capabilities. With Salesforce, companies can align their business processes and customer service strategies to fit their customers, employees and partners much better than before. Salesforce is a leading provider of social enterprise cloud computing solutions.
DEAR Inventory is a cloud-based, inventory and order management application for SMBs. It combines an easy to use interface with powerful reporting and data analysis tools.DEAR Inventory Integrations
Salesforce + DEAR InventoryCreate Sale to DEAR Inventory from New Lead in Salesforce Read More...
Salesforce + DEAR InventoryCreate Sale Quote to DEAR Inventory from New Lead in Salesforce Read More...
Salesforce + DEAR InventoryCreate Sale Order to DEAR Inventory from New Lead in Salesforce Read More...
Salesforce + DEAR InventoryCreate Invoice to DEAR Inventory from New Lead in Salesforce Read More...
Salesforce + DEAR InventoryCreate Sale to DEAR Inventory from New Contact in Salesforce Read More...
It's easy to connect Salesforce + DEAR Inventory without coding knowledge. Start creating your own business flow.
Triggers the moment a new account is created.
Triggers when a new attachment is created.
Triggers whenever a new case is created in your account.
Triggers upon the creation of a new contact.
Triggers upon the creation of a new event.
Triggers the moment there is a new lead in your account.
Triggers upon the creation of a new opportunity.
Triggers upon the creation of a new product.
Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.
Triggers whenever a new task is created in your account.
Triggers whenever the stage of an opportunity is changed.
Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.
Triggered when customers are created or updated.
Create a new attachment (max 25 mb)
Create a new contact.
Create a new custom object as per your choice.
Create a new event.
Create a new lead.
Create a new opportunity.
Creates a record.
Update an existing contact.
Modify an existing custom object (of the type you choose).
Updates a existing record.
Create Sales Invoice
Create a new sale.
Create Sales order.
Creates a sales quote.
Salesforce is a customer relationship management software, and DEAR Inventory is a computer-aided manufacturing (CAM. software. The integration of Salesforce and DEAR Inventory creates an efficient supply chain management spution that greatly benefits the manufacturing industry of any business.
After reading Salesforce’s DEAR-Inventory Integration Whitepaper, a clear picture of how the integration works is seen. The two products are integrated through an API integration that allows Salesforce to retrieve data from DEAR Inventory, and the results are saved in Salesforce. Data regarding raw material consumption is sent from DEAR Inventory to Salesforce, which then shares this information with other applications such as enterprise resource planning (ERP. or general ledger (GL. software.
Salesforce’s DEAR-Inventory Integration Whitepaper provides three reasons why integration between Salesforce and DEAR Inventory is beneficial to businesses:
When raw material consumption data is synced in Salesforce, “the financial information that is reported in the ERP will be more accurate due to the fact that the sales figures from the ERP will now include actual material costs rather than estimated costs” (Salesforce, 2016. In addition, with the synchronized financial information, managers can easily monitor inventory levels and avoid critical inventory shortages.
The Salesforce DEAR-Inventory Integration Whitepaper explains that, “this historical data can be used for more advanced reporting purposes such as ABC analysis and inventory optimization” (Salesforce, 2016. Businesses can use this data to improve their supply chain management by analyzing it to better understand where they are losing money and how they can reduce costs in their supply chain.
With integrated data from Salesforce and DEAR Inventory, businesses have better visibility into inventory levels. This helps businesses avoid critical inventory shortages because they have access to real time data regarding stock levels. If stock levels are too low, managers can make a plan to prevent critical inventory shortages by allowing employees to take partial days off so that orders can be processed faster.
Integration between Salesforce and DEAR Inventory greatly benefits businesses because it adds value to their overall supply chain management system. It increases efficiency by allowing businesses to achieve three goals. synchronizing financial information between ERP and Salesforce; historical information on raw material consumption; and providing better visibility into inventory levels.
The process to integrate Salesforce and DEAR Inventory may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.