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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 Traction Knock?

Traction Knock is a cutting-edge mobile application tailored for field sales, aimed at streamlining the door-to-door sales experience. The era of unwieldy paper clipboards, complex pricing configurations, and the monotonous chore of data entry after office hours is now a thing of the past. This app offers seamless integration with platforms like Salesforce.com, DocuSign, and Google Maps, and it can be easily customized to incorporate various external data sources. Traction on Demand distinguishes itself as a premier provider of Salesforce consulting and application development services across North America. Our dedication to clients extends beyond mere cloud solutions; we emphasize building long-term capabilities through collaboration, empowering our customers for ongoing success. This holistic strategy guarantees that clients receive not only immediate assistance but also the tools necessary for continued growth and innovation in their sales efforts. Ultimately, our goal is to transform how sales teams operate, fostering an environment of efficiency and adaptability.

Media

Media

Integrations Supported

Integrations Supported

CloudHub
Docusign
Google Maps
Salesforce

API Availability

API Availability

Has API

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
24 Hour Support
Web-Based Support

Training Options

Documentation Hub

Training Options

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

Traction on Demand

Date Founded

2007

Company Location

Canada

Company Website

tractionondemand.com/products/

Categories and Features

Integration

Dashboard
Metadata Management

Categories and Features

Sales

Not specified

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