Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
Initiate and complete the necessary fields that propel business strategies forward. This approach can free up over 100 hours for each representative, enabling them to engage more in client interactions, whether through meetings, phone calls, or various activities. It is crucial for administrators and developers to concentrate on long-term solutions rather than temporary adjustments to enhance the overall experience. By providing your most effective processes to all producers, you can maximize efficiency. Customer engagement stands as one of the company's most significant assets and warrants careful attention and management. Rollio not only complies with SOC2 Type 2 standards, but it is also built on the Heroku platform, which is owned by Salesforce.com, and has successfully undergone the Salesforce Security Review to ensure reliability and security for users. Emphasizing these aspects can further strengthen the trust and confidence clients place in your business.
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
Integrations
No details available.
Integrations
No details available.
Pricing Details
No price information available.
Free Trial
Yes
Free Version
No
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
No
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
Rollio
Founded
2014
Country
United States
Website
www.gorollio.com
Vendor Details
Company Name
Xappex
Founded
2013
Country
United States
Website
www.xappex.com/xl-connector/
Product Features
CRM
Calendar/Reminder System
Yes
Call Logging
Yes
Document Storage
Yes
Email Marketing
Yes
Internal Chat Integration
Yes
Lead Scoring
No
Marketing Automation Integration
Yes
Mobile Access
Yes
Quotes / Proposals
Yes
Segmentation
Yes
Social Media Integration
Yes
Task Management
Yes
Territory Management
Yes
Sales Force Automation
Call Management
Yes
Campaign Management
Yes
Channel Management
No
Commission Management
No
Contact Management
Yes
Contract Management
No
Customer Database
No
Email Marketing
No
Field Sales Management
Yes
Lead Management
Yes
Opportunity Management
Yes
Performance Metrics
Yes
Proposal Generation
Yes
Referral Tracking
No
Sales Forecasting
Yes
Territory Management
Yes
Product Features
Integration
Dashboard
Yes
ETL - Extract / Transform / Load
No
Metadata Management
Yes
Multiple Data Sources
No
Web Services
No