For many companies, Selltis is an integral business tool, bringing together the marketing, sales and service teams in one easy to use system. Selltis' focus on the front-end of the sales cycle puts data and process together to effectively manage sales pursuit in an ever increasingly competitive marketplace.
Selltis Sales 5.5 now can become the hub of information for your back-end sales data too, empowering the sales team with up to date sales orders, credit status, or historical sales figures. Imagine having the whole pipeline visible in Selltis for any customer; and with Selltis Mobile, it's available anywhere, anytime!
BENEFITS OF INTEGRATION
- Quote follow-up: Quotes from the ERP are now visible in Selltis
- Visibility of Orders: View orders by customer or product
- Increase Productivity: Reduce the amount of time/effort to send reports to the sales team
- Up to date pricing in Selltis: Keep prices synchronized with the ERP
- Quickly look-up credit status
- Enhanced pipeline analysis: View what's going in and out of the pipeline
- Enhanced Goal tracking: Analyze sales targets and other goals with accurate sales data
CLOSING THE SALES LOOP
SELLTIS INTEGRATION SUITE
Selltis Integration Suite is a set of products and tools to facilitate data integration between Selltis and other applications or data sources. Whether your data is in-house in your ERP system, hosted by a third party, or simply in MS Excel or other data file, Selltis has the right tool for the job. Further, Selltis provides web services that allow other applications to move data in and out of Selltis, thus allowing you or a third party to create your own data connections.
Selltis also offers services to help customers map out the integration plan, incorporate the data into your sales process, and implement the technology for moving the data between systems.
THE TECHNOLOGY
Selltis 5.5 has a Webservice Data Interface (WDI), providing Create, Read, Update and Delete functions. The WDI is used by Selltis desktop applications to move data into and out of Selltis. Likewise, the WDI provides data connectivity for processes integrating data between Selltis and other applications. Integration processes may be provided under three different models.
- Selltis Integration Applet
Selltis Integration Applet is a Windows desktop application that manages the upload and download of data files (csv, xml, xls) to/from Selltis.
- Selltis Integration Server
Selltis Integration Server is a Windows service that runs unattended on a PC on your LAN, and communicates directly with your ERP, or other systems, and transfers data to/from Selltis. Integration processes are either run on a schedule or are triggered from Selltis. The integration server provides:
- Direct communication with 3rd party products
- Integration process description and configuration
- Data mapping
- Data transformation
- Data validation
- Data exchange
- Bulk Upload/Download
- Web Services API
- ID Translation
- Job Scheduling
- Web Service Server
- Custom Development
Selltis Professional Services can provide custom solutions based on your integration needs should they fall out side of out other offerings.
- Third party development
The Selltis WDI may be used be outside developers to move data into and out of Selltis.