Salesforce synchronized with ERP Systems.
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Salesforce synchronized with ERP Systems. CRM
Integration

SBSA Technology offers seamless integration between Salesforce, QuickBooks, and other ERP systems, enabling efficient synchronization of critical business data:

  • Salesforce to QuickBooks Integration: Invoices generated in Salesforce can be automatically recorded in QuickBooks, ensuring accuracy in financial records without the need for manual data entry.

  • QuickBooks to Salesforce Synchronization: Customer invoices created in QuickBooks can sync back into Salesforce, providing a unified view of customer transactions and financial activities within the Salesforce account.

  • Custom API Synchronization: SBSA Technology excels in syncing proprietary features through API integrations. Depending on Salesforce configurations, unique business needs can be met with tailored solutions. For instance:

    • Coupon Management: If your company generates unique coupons, they can be distributed to customers and automatically reflected in platforms like Shopify or other systems that manage discounts and promotions.
    • Custom Data Flows: Proprietary data, such as loyalty programs, special pricing tiers, or region-specific promotions, can be seamlessly integrated across various systems, ensuring all platforms are up-to-date and synchronized.
    • Enhanced System Interconnectivity: Proprietary features specific to your business can integrate with any API-supported system, creating a streamlined flow of information and improving operational efficiency.

This integration not only streamlines workflows and enhances data consistency but also empowers businesses to fully leverage proprietary tools and features. By eliminating redundant processes and enabling real-time synchronization, SBSA Technology makes it easier to manage sales, accounting, customer interactions, and unique business functions across platforms.

SBSA Technology

Accounting and Record Keeping.

Orders issued by your company sales channels are received in SBSA Technology Platform.

Fulfillment and Shipping departments review the orders and prepare for shipping. This reviewal process may cover sorting and other preparational tasks.

Sales orders get recorded in Salesforce synchronized with ERP Systems. as invoices. New Customers are recorded as new ones in Salesforce synchronized with ERP Systems.. If an Existing Customer issued the order, the new invoice is recorded under the existing customer.

Shipping labels are generated for each order that is ready to be shipped. Tracking Information gets synchronized and updated in Salesforce synchronized with ERP Systems. invoice.

Invoices and Tracking information are sent automatically to retailers, marketplaces, and other business partners.

The entire accounting process is done behind the scene without human involvement. This automation starts from one click of generating a shipping label. On software level, you will not be worrying again about issuing a customer invoice, updating tracking records with your business partners, or your Salesforce synchronized with ERP Systems. record keeping.

Being Part of the SBSA Technology Family

SBSA Technology is poised to elevate your business to new heights. As a global leader in the supply chain sector, we boast over 350,000 connections worldwide, enabling streamlined business processes. Our dedicated team is available daily from 3 am to 8 pm Eastern Time to promptly address any emerging issues. Let us facilitate the seamless scaling of your business operations. Get hands-on with SBSA Technology Automation and feel the simplicity of utilizing SBSA EDI systems.

Feature-01

Established Compliant EDI Connection with your Retail Partner.

Readily accessible API integrations.

Feature-02

Bulk Processing Feature. Process multiple orders in bulk efficiently by generating and printing shipping labels simultaneously.

- Capable of handling multiple warehouses efficiently.

- Simplify shipping directly from your warehouse(s).

- Enhance dropship order fulfillment process for improved efficiency.

Feature-03

Integration to a wide variety of ERP systems.

- Automate the recording of sales orders into your accounting system.

- Enhance accuracy and eliminate human errors in your accounting records.

- Receive guidance by our accounting experts.

Our Services

Integrated EDI

Enhance your business operations through our Integrated EDI service. This facilitates smooth electronic data exchange, boosting efficiency, accuracy, and collaboration with trading partners. Streamline your supply chain and procurement processes effortlessly.

ERP Integrations

Seamlessly connect and automate systems, optimizing processes while utilizing real-time data insights for enhanced efficiency, productivity, and informed decision-making.

Fully Managed EDI

Simplify data exchange and boost efficiency effortlessly with our Fully Managed EDI. We take care of the complexities, allowing you to concentrate on business growth.

EDI for Retailers

Streamline your retail operations using EDI for Retailers. Effortlessly exchange data with suppliers, optimize inventory management, and elevate supply chain efficiency to gain a competitive edge.

EDI for Suppliers

Empower your supply chain using EDI for Suppliers. Streamline data exchange with retailers, improve order processing, and elevate efficiency to foster successful and collaborative partnerships.

B2B eCommerce

Transform B2B transactions with our innovative B2B eCommerce solution. Improve customer experiences, streamline ordering processes, and stimulate growth through effortless digital commerce.

A Dedicated Team Poised to Turn Your Aspirations into Reality.

Having successfully onboarded numerous retail suppliers, we possess in-depth expertise in various specifications, ranging from specific order processing needs to essential shipping label requirements, accommodating all modifications, and beyond.

Integrated EDI eliminates the need for manual data entry, saving time and preventing order errors

Our cloud-based software is designed for effortless scalability, allowing an easy adaptation to evolving new demands.

Ecosystem of Business Partners

SBSA Technology thrives to refine the supply chain industry
by providing the tools needed to allow growth, increase profitability,
reduce costs, and transition to enhanced operations.