Take self-service orders via Web, and salesperson-driven orders via app, with Zoey B2B Commerce for Salesforce
Zoey B2B Commerce makes it easy to take orders from buyers via the web, and for salespeople to create orders on behalf of your buyers, all within a solution that can smoothly communicate with Salesforce as your data hub.
Zoey helps you get up and running quickly, by not only making it easy to set up your various business rules, including customer segmentation around pricing, catalog and more, but also easily link to your Salesforce installation to move data seamlessly back and forth between the two systems.
Data Flow To/From Salesforce
Accounts & Customers
Product Data (after initial link)
Orders
Invoices & Payments
Shipments & Tracking Info
Credit Memos/Refunds
Cancellations
Key Capabilities of Zoey & Salesforce
- Map any Salesforce Object to Zoey Products, Orders, Customers or Quotes
- Ability to set the direction and schedule for synchronization
- Support for Salesforce Relational and Formula fields
- Two-way order workflows ensures orders placed are reflected in both systems
- Take orders offline with the Zoey App and sync once back online
Zoey Will Help You Integrate with Salesforce
As part of Zoey’s unique onboarding support process, we will work directly with you to get your Salesforce account integrated with Zoey to ensure your business operations will be supported from day one.
We don’t require you to acquire third-party integration software or an outside team to link your Zoey account to Salesforce or maintain things as your business evolves; we’ll take care of that as part of your subscription.
Ready to START?
Our customer success team would love to help you find the best order management solution or ecommerce flow to help you grow and expand your sales.