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Deltek SYNC
by Commercient LLCSalesforcePaid
Connects Deltek ERP data with Salesforce Marketing Cloud, including customers, orders, invoices, products, pricing, and inventory.
PRICINGPaid
DEPLOYMENTCloud
CATEGORYData and integration
UPDATED ON MARKETPLACE
What it does
Deltek SYNC exchanges accounting and operational information between Deltek and Salesforce. The vendor lists customer, contact, invoice, sales order, payment, product, pricing, inventory, bill of materials, serial, and warranty records as supported data. Records can move from Deltek to Salesforce, from Salesforce to Deltek, or in both directions. New Salesforce Accounts and Opportunities or Orders can be transferred into Deltek as receivables customers, projects, or invoices.
Key capabilities
from the Salesforce AppExchange listingERP data exchange
Moves customer, contact, invoice, order, payment, product, pricing, inventory, bill of materials, serial, and warranty records between Deltek and Salesforce.
Bidirectional synchronization
Supports Deltek-to-Salesforce, Salesforce-to-Deltek, and two-way data transfers.
Salesforce record conversion
Transfers new Salesforce Accounts and Opportunities or Orders into Deltek as receivables customers, projects, or invoices.
Sales and account records
Provides Salesforce access to open sales orders, open invoices, and account history from Deltek.
Who it's for
Account executives and Salesforce Sales and Marketing teams.
In the catalog
32 plugins in Marketing Cloud · Data and integration
Price distribution: 2 free, 3 freemium, 27 paid
Pricing & deployment
Platform
Salesforce
Product
Marketing Cloud
Deployment
Cloud
Pricing
Paid
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What the vendor says
«Utilizing SYNC for Deltek and Salesforce helps you build positive customer relationships. Having easy access to each customer’s personal sales and accounting data means you always have the answer to their questions. - Achieve goals quickly with up-to-date info and a 360° view of your customer. - Eliminate duplicate …»