Distribution Engine: Lead Routing & Assignment | Round Robin, Territories & SLAs
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NC SquaredPaid
AppDirect for Salesforce®
by AppDirectSalesforcePaid
Connects Salesforce Sales Cloud with AppDirect to manage marketplace products, accounts, opportunities, provisioning, and billing.
PRICINGPaid
DEPLOYMENTCloud
CATEGORYCommerce
UPDATED ON MARKETPLACE
What it does
AppDirect connects with Salesforce Sales Cloud so sales agents can work with marketplace products and opportunities from Salesforce. It syncs account and company information between Salesforce and AppDirect, and passes opportunity information to the marketplace to create and finalize opportunities, trigger provisioning, and trigger billing. Agents can move from Salesforce into the AppDirect marketplace to complete opportunities using AppDirect's subscription commerce CPQ capabilities. Products published in AppDirect can be used to create and finalize Salesforce opportunities, while leads can be added, updated, and converted from AppDirect to Salesforce.
Key capabilities
from the Salesforce AppExchange listingAccount information sync
The connector can look up Salesforce account information to populate company details in AppDirect and export marketplace company details to Salesforce.
Opportunity synchronization
Opportunity information can pass between Salesforce and AppDirect to create and finalize opportunities.
Marketplace product publishing
Products published in AppDirect can be used to create and finalize Salesforce opportunities.
Marketplace access
Agents can move from Salesforce into the AppDirect marketplace to complete opportunities with AppDirect CPQ capabilities.
Provisioning and billing triggers
Finalizing an opportunity can trigger provisioning and billing in the marketplace.
Lead management
Leads can be added, updated, and converted from AppDirect to Salesforce.
No-code configuration
Salesforce administrators can configure the connector with out-of-the-box mappings without coding.
Use cases
- Companies with self-serve account signups can synchronize account information between Salesforce and AppDirect.
- Sales teams that prefer Salesforce can work on opportunities there while passing deal information to the marketplace.
Who it's for
Sales agents, sales teams, Salesforce administrators, and companies using self-serve account signups.
In the catalog
4 plugins in Sales Cloud · Commerce
Price distribution: 1 free, 1 freemium, 2 paid
Pricing & deployment
Platform
Salesforce
Product
Sales Cloud
Deployment
Cloud
Pricing
Paid
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What the vendor says
«A native integration with Salesforce Sales Cloud® allows shared customers to sell and provision marketplace-based solutions directly within Salesforce. The connector enables Salesforce customers to integrate AppDirect into their existing business architecture, allowing sales agents to use their CRM of record while …»