Overview
Our Salesforce integration with Brightpearl has been designed to ensure merchants are able to view their ongoing sales accurately on both platforms. Whether using Salesforce primarily as a CRM, or for post-purchase Marketing Automation, all sales opportunities are synced across Salesforce and Brightpearl.
Integration provides:
Current and complete sales data is available to view on both platforms with customers, products, sales orders and sales order updates fully synchronised from your original point of data input. Order personalisation is also included and sales orders can be fed through at any point in the sales pipeline process, depending on your specific requirements.
From sales opportunity to fulfillment and dispatch, each order will flow through Brightpearl’s automated order processing, based on your specific set-up and requirements.
With systems synced, you’re free to focus on how you want your processes to be working. From sales pipeline management to order personalisation, we’ll dot the I’s and cross the T’s to ensure your bespoke integration is planned and built to provide your team the optimum tech set-up.
Scope Review
Customer Record Creation
Product Creation & Linking
Sales Order & Payment
Sales Order Update
Before shipment
Order Status Update
Shipment tracking details
Order Cancellation
Before shipment
Order Cancellation
After shipment (sales credit creation)
Get in touch
For more comprehensive systems integrations, b.solutions system architecture will guide your team through the evolution of your business system set-up.
