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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 Cumulus?

KnewVantage stands as a certified independent software vendor partner with Salesforce.com, delivering a comprehensive web-based CRM solution designed specifically for residential real estate brokerages. Utilizing the Salesforce.com platform, Cumulus addresses the unique demands, customer interactions, and workflows that characterize residential real estate operations, even encompassing elements of property management. Real estate agents can effortlessly track property listings and oversee buyer transactions from the very first lead to the ultimate closing phase. The intelligent workflow system supports agents by offering detailed checklists along with both preset and customizable alerts and reminders that enhance efficiency. Additionally, the application integrates smoothly with a variety of third-party real estate tools, such as local MLS systems, property websites, and several marketing platforms. Executives gain extensive visibility throughout their organization thanks to advanced reporting features and visual dashboards that present critical data insights. This all-encompassing business intelligence solution enables executive teams to make well-informed decisions, thus transforming their operational strategies significantly. By maximizing the use of data, KnewVantage empowers real estate brokerages to maintain their competitive edge in a rapidly changing market environment, making it an essential partner for success in the industry. Furthermore, the adaptability of the software ensures that brokerages can scale and evolve alongside market demands.

Media

Media

Integrations Supported

Integrations Supported

Showpad Coach

API Availability

API Availability

Pricing Information

$99 per year
Free Version
Free Trial Offered?

Pricing Information

Pricing not provided

Supported Platforms

Windows
Mac

Supported Platforms

SaaS

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

Standard Support
Web-Based Support

Training Options

Documentation Hub

Training Options

Not specified

Company Facts

Organization Name

Xappex

Date Founded

2013

Company Location

United States

Company Website

www.xappex.com/xl-connector/

Company Facts

Organization Name

KnewVantage

Company Website

www.knewvantage.com/cumulus/

Categories and Features

Integration

Dashboard
Metadata Management

Categories and Features

Real Estate Agency

Listing Management
Property Database
Website Management

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