XL-ConnectorXappex
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Related Products
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About
Rattle connects Salesforce and Slack bi-directionally and brings your CRM to you, for exactly what you need and right when you need it! When your CRM adapts to your human workflows, you can get to your ROI goals faster and increase performance with less effort. Your sales team’s new favorite automation. Get to your ROI goals faster. Increase performance with less effort. Make your CRM adapt to your human workflows. Connect Salesforce and Slack in just one click. Deploy Rattle for any challenge using pre-built playbooks and our no-code builder. There’s no new tool to learn, so your team’s learning curve will be extinct. Helping high-growth sales teams run smarter. Get rid of grunt work and let your sales team use their brainpower to better use. Often in back-to-back meetings, it is hard for reps to capture critical deal data in Salesforce. Rattle lets reps log their calls, track key metrics, and manage opportunities, all from Slack.
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About
XL-Connector provides tools to pull data from Salesforce, work on it in Excel, and push it back with one click – no CSV files, no hassle, and you have all the amazing tools of Excel right at your fingertips: pivot tables, charts, formulae, lookups, etc. Getting fresh data from Salesforce.com is even easier – just click “Refresh” and it gets updated instantly! You can now make your changes to the data, and once done, send your modified data back to Salesforce in one click. And if you have several logins, XL-Connector keeps them for you so switching between accounts is easy. There’s no limit as to how many Salesforce.com orgs you can connect to. Once installed, go to XL-Connector tab in your Excel ribbon, log in with your Salesforce ID and click “Reports”. It took us longer to type that sentence up than to have your real-life data appear on your screen in a familiar Excel UI.
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Audience
Sales teams searching for a solution to capture critical deal data, log their calls, and track key metrics
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Audience
Businesses searching for a solution to improve their services and increase sales
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Support
Phone Support
24/7 Live Support
Online
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Support
Phone Support
24/7 Live Support
Online
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API
Offers API
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API
Offers API
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
$19 per month
Free Version
Free Trial
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Pricing
$99 per year
Free Version
Free Trial
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Reviews/
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Reviews/
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Training
Documentation
Webinars
Live Online
In Person
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Training
Documentation
Webinars
Live Online
In Person
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Company InformationRattle
United States
www.gorattle.com
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Company InformationXappex
Founded: 2013
United States
www.xappex.com/xl-connector/
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Alternatives |
Alternatives |
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Categories |
Categories |
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Integration Features
Dashboard
ETL - Extract / Transform / Load
Metadata Management
Multiple Data Sources
Web Services
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Integrations
Adobe Marketo Engage
Gainsight
Google Calendar
HubSpot CRM
HubSpot Customer Platform
Jira
Microsoft Teams
Outreach
OutreachCRM
Salesforce
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Integrations
Adobe Marketo Engage
Gainsight
Google Calendar
HubSpot CRM
HubSpot Customer Platform
Jira
Microsoft Teams
Outreach
OutreachCRM
Salesforce
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