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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 Synx?

Synx emerges as the premier choice for a CRM Portal builder, known for its user-friendly design and high efficiency. It offers seamless integration with Microsoft Dynamics via Sitefinity, allowing users to effortlessly synchronize entities, attributes, and views into the content management system. The installation process is intentionally designed for simplicity, making the setup of Synx a breeze. Users can create forms that not only access but also update data from various sources, leveraging CRM entities and attributes for enhanced adaptability. Moreover, the customization options for presenting CRM data include an array of chart and grid types, ensuring that the display matches the unique characteristics of the data. With Scheduled Syncing, users can specify when Sitefinity interacts with the CRM, allowing for the retrieval of the most up-to-date content, which ensures that the portal consistently showcases the latest available information. This exceptional level of integration and customization significantly boosts the success of managing customer relationships while empowering users to tailor their experience according to their specific needs. Ultimately, the combination of these features positions Synx as an indispensable tool for businesses aiming to optimize their client engagement strategies.

Media

Media

Integrations Supported

Additional information not provided

Integrations Supported

Additional information not provided

API Availability

Has API

API Availability

Has API

Pricing Information

$99 per year
Free Trial Offered?
Free Version

Pricing Information

$349 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

Synx

Company Location

United Kingdom

Company Website

www.crmsynx.com

Categories and Features

Integration

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

Categories and Features

Integration

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

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