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Average Ratings 0 Ratings

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ease
features
design
support

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Write a Review

Description

Life in a bustling office is often far from straightforward. Nowadays, organizations employ a variety of document management systems, each presenting its own set of advantages and challenges. As a leader in your team, you're probably juggling numerous email threads, instant message alerts, and word-processing files simultaneously. Your attention frequently shifts to the next attention-grabbing notification. To assist you in regaining your concentration and streamlining your work life, Team-One is at your service. This platform is crafted for effortless integration with Google Drive, Salesforce, and all the essential tools necessary for a more efficient workflow. Additionally, it includes pre-configured connectors along with widget and REST APIs, ensuring full compatibility with all of your business applications. With Team-One, you can foster and strengthen customer relationships while also collaborating and sharing effectively, ultimately guiding your clients toward achieving their objectives. Embrace the opportunity to reclaim your focus and enhance productivity in your workplace.

Description

XL-Connector offers a seamless solution for extracting data from Salesforce, allowing users to manipulate it in Excel and effortlessly upload it back with a single click—eliminating the need for cumbersome CSV files while providing the full suite of Excel's powerful features such as pivot tables, charts, formulas, and lookups. Retrieving updated data from Salesforce.com is remarkably straightforward; simply hit the “Refresh” button, and your data will be instantly current. After making your desired changes, you can send the edited information back to Salesforce with just one click. Additionally, if you manage multiple logins, XL-Connector conveniently stores them, making account switching a breeze, with no restrictions on the number of Salesforce.com organizations you can connect to. Once installed, simply navigate to the XL-Connector tab in your Excel ribbon, log in using your Salesforce ID, and select “Reports”—it truly takes less time to display your real-time data in a familiar Excel interface than it does to describe the process. This efficiency not only saves time but also enhances productivity by integrating Salesforce data directly into your workflow.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Bitbucket Yes 
GitHub Yes 
Google Drive Yes 
Google Workspace Yes 
Mailchimp Yes 
Momentum Telecom Yes 
OpenText CX-E Voice Yes 
Qlik Application Automation Yes 
Salesforce Yes 
Teamstack Yes 
WebRezPro Yes 
Zendesk Yes 

Integrations

Bitbucket No 
GitHub No 
Google Drive No 
Google Workspace No 
Mailchimp No 
Momentum Telecom No 
OpenText CX-E Voice No 
Qlik Application Automation No 
Salesforce No 
Teamstack No 
WebRezPro No 
Zendesk No 

Pricing Details

$5.99 per month
Free Trial Yes 
Free Version Yes 

Pricing Details

$99 per year
Free Trial Yes 
Free Version Yes 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows Yes 
Mac Yes 
Linux No 
Chromebook No 

Deployment

Web-Based No 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows Yes 
Mac Yes 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Vendor Details

Company Name

BroadConnect

Founded

2005

Country

Canada

Website

www.broadconnect.ca/team-one/

Vendor Details

Company Name

Xappex

Founded

2013

Country

United States

Website

www.xappex.com/xl-connector/

Product Features

Collaboration

Brainstorming Yes 
Calendar Management Yes 
Chat / Messaging Yes 
Contact Management No 
Content Management Yes 
Document Management Yes 
Project Management Yes 
Real Time Editing Yes 
Task Management Yes 
Version Control No 
Video Conferencing Yes 

Product Features

Integration

Dashboard Yes 
ETL - Extract / Transform / Load No 
Metadata Management Yes 
Multiple Data Sources No 
Web Services No 

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