P2O

Allow TESA Platform to access B2B API's from SalesForce to Customer Lookup & Sales Force & Also Provide SalesForce Quoting Activitiy that aligns to Customer Lead Generation

Hi Team,

TESA is being used widely across the business with hundreds of users daily.

The ability to Look-up Customer Names / CIDN Etc within SalesForce including SalesForce ID's that Feed Into PET.

 

TESA can also provide lots of very valued quoting activities that SalesForce does not have today with Customer Opportunities that would be very valuable to the business.

Today as a general consensus, the business does not have accurate data around quoting activity , quality of quoting nor win loss ratio etc. TESA Solves this.

 

 

 

  • Guest
  • Aug 21 2018
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