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WebSource Configurator
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salesforce.com integration
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salesforce.com integration salesforce.com

Webcom, Inc. has teamed with salesforce.com to offer an integrated, Web-based Configuration, Pricing and Quotation solution, which has the ability to automatically engineer, configure, price, quote and if desired, order products and services on-line.

Upon entering the WebSource solution, all data accessible though salesforce.com's API can be used to populate WebSource quotation and proposal fields.

After engineering, configuring and pricing a product or service, the results can then be saved into various fields within the salesforce.com's CRM application.

Some of the integration advantages include:

  • One point of entry (single url address) for creating and managing all sales opportunities for existing or prospective clients
  • Create engineering, pricing, quotations and proposals in WebSource and save them in salesforce.com "Opportunities"
  • Ability to generate a quotation in a MS Word or PDF document in WebSource and attach the document into salesforce.com
  • Ability to access and modify all saved quotations and proposals and access 24 hours a day, 7days a week, 365 days per year
  • Seamlessly transfer data from salesforce.com into WebSource (i.e. customer contact, billing info, currency, shipping information, etc.)
  • Easily add new products to pricebook when product doesn't currently exist in salesforce.com
  • As WebSource seamlessly integrates with salesforce.com, client specific integration touch points are easily addressed
  • Because WebSource is browser-based just like salesforce.com, there is no extra software to load on your PC or laptop. No software that must be administered or kept up to date.

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