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What is XL-Connector?

XL-Connector provides an efficient method for pulling data from Salesforce, enabling users to easily manipulate that data within Excel and upload it back with a click, thus avoiding the hassle of dealing with CSV files while leveraging Excel's extensive functionality, including pivot tables, charts, formulas, and lookups. Updating data from Salesforce.com is exceptionally easy; just press the “Refresh” button, and your data will be up to date in an instant. Once you have made your modifications, you can return the altered information to Salesforce with a single click. Moreover, if you have multiple accounts to manage, XL-Connector securely saves them, allowing for effortless transitions between various Salesforce.com organizations without any limits. After installation, you can quickly access the XL-Connector tab in the Excel ribbon, log in with your Salesforce ID, and choose “Reports”—the entire process of viewing your real-time data in the user-friendly Excel environment is swifter than explaining it. This streamlined approach not only conserves valuable time but also boosts productivity by integrating Salesforce data seamlessly into your existing workflow. Additionally, with its intuitive interface, even users with limited technical skills can navigate the system with confidence and ease.

What is Channeltivity?

Channeltivity stands out as the top PRM solution tailored for technology firms. Its comprehensive Partner Portal streamlines essential processes such as deal registration, MDF request management, channel lead oversight, training, and integration with Salesforce.com. This efficiency allows you to focus on building valuable relationships with partners while meeting their specific requirements. The platform is not only user-friendly but also quick to implement, equipping both you and your partners with the necessary tools and resources to enhance channel growth. The Channeltivity Salesforce Edition empowers your channel program with robust PRM capabilities, offering real-time visibility across your organization via Salesforce.com. Furthermore, the seamless data integration ensures that finance teams can access MDF information while sales have complete visibility into customer data, making sure everyone is equipped with the information they need in their preferred environment. Additionally, the Channeltivity HubSpot Edition enhances this experience by providing real-time insights into your partner pipeline for the entire company, strengthening collaboration and decision-making across departments. This holistic approach positions Channeltivity as an indispensable asset for any tech company looking to optimize their channel management.

Media

Media

Integrations Supported

HubSpot CRM
HubSpot Customer Platform
Salesforce
Zapier

Integrations Supported

HubSpot CRM
HubSpot Customer Platform
Salesforce
Zapier

API Availability

Has API

API Availability

Has API

Pricing Information

$99 per year
Free Trial Offered?
Free Version

Pricing Information

$499 per month
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Xappex

Date Founded

2013

Company Location

United States

Company Website

www.xappex.com/xl-connector/

Company Facts

Organization Name

Channeltivity

Date Founded

2003

Company Location

United States

Company Website

www.channeltivity.com

Categories and Features

Integration

Dashboard
ETL - Extract / Transform / Load
Metadata Management
Multiple Data Sources
Web Services

Categories and Features

Channel Management

Campaign Management
Channel Analytics
Incentive Management
Inventory Control
Lead Management
Opportunity Management
Order Management
Partner Management
Product Management
Reseller Management

Channel Marketing

Campaign Management
Channel Analytics
Content Management & Sharing
Incentive Management
Inventory Control
Lead Management
Multiple Channel Configurations
Order Management
Partner Management
Pipeline Management
Social Promotion

Partner Relationship Management (PRM)

Asset Management
Business Plans
Channel Marketing Automation
Collaboration Tools
Compliance Management
Deal Management
Deal Registration
Lead Generation
Lead Sharing
Partner Onboarding
Partner Portal
Performance Metrics
Rewards Programs
Workflow Management

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