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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 Rollio?

Complete the essential fields that drive business strategies forward, as this methodology can liberate over 100 hours for each representative, allowing for increased interaction with clients through meetings, phone calls, and a variety of engagements. It is vital for both administrators and developers to focus on sustainable solutions rather than quick fixes to improve the overall user experience. By disseminating your most efficient processes to all producers, you can significantly enhance productivity. Customer engagement is one of the company's most valuable assets and deserves meticulous attention and oversight. Rollio not only meets SOC2 Type 2 standards but is also built on the Heroku platform, which is part of Salesforce.com, and has reliably passed the Salesforce Security Review, ensuring security for its users. Highlighting these features can further bolster the trust and confidence that clients have in your organization. Moreover, fostering a culture of continuous improvement and adaptation will ensure long-lasting success and client satisfaction.

Media

Media

Integrations Supported

Additional information not provided

Integrations Supported

Additional information not provided

API Availability

API Availability

Pricing Information

$99 per year
Free Version
Free Trial Offered?

Pricing Information

Pricing not provided
Free Trial Offered?

Supported Platforms

Windows
Mac

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

Standard Support
Web-Based Support

Training Options

Documentation Hub

Training Options

Documentation Hub
Online Training

Company Facts

Organization Name

Xappex

Date Founded

2013

Company Location

United States

Company Website

www.xappex.com/xl-connector/

Company Facts

Organization Name

Rollio

Date Founded

2014

Company Location

United States

Company Website

www.gorollio.com

Categories and Features

Integration

Dashboard
Metadata Management

Categories and Features

AI Sales Assistants

Not specified

AI Sales Tools

Not specified

CRM

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

Sales Force Automation

Call Management
Campaign Management
Contact Management
Field Sales Management
Lead Management
Opportunity Management
Performance Metrics
Proposal Generation
Sales Forecasting
Territory Management

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