Increase the performance and productivity of your salespeople by interconnecting the Okalys sales support solution with your tools.
Our technology opens up many possibilities for us in terms of interfacing and integrations with CRM systems available on the market or developed in-house.
La solution Okalys fonctionne avec différentes solutions CRM tel que Cohéris, Statigest, Klee, Salesforce, Miscrosoft Dynamics, Proginov, MixSuite, Nomadvantage, ... :
Our solutions have the advantage of operating in both online and offline mode.
How to achieve the best optimization between Okalys and a CRM tool ?
From your CRM tool to Okalys
Our APIs allow you, among other things, to:
From the CRM tool to Okalys Offline
Start automatic data synchronization
Open a specific page of the sales book
Open the sales book on a "customer type" or a specific "customer"
Automatically filter information according to "customer type" or a specific "customer"
Create and launch a list of missing or out-of-stock products (automated sales plan)
Automatically create hundreds of product data sheets in a "layout template" from your data (texts, images, figures, and so on)
From the CRM tool to our Online Server
Synchronize a list of sales representatives
Synchronize the list of customers and contacts by sales representative
Synchronize the list of ranges and products
Synchronize product availability by sales representative
Synchronize product assortment by customer
Synchronize "sales scenario" models
From Okalys to your CRM tool
Our APIs allow you, among other things, to:
From Okalys Offline to the CRM tool
Open the file of a "customer account"
Open the CRM tool on a purchase order, on stocks, on a special offer, etc.
Open a dashboard specific to a list of selected products
Send a detailed report of the content presented during the visit
From our Online Server to the CRM tool
Transfer statistics about the content of sales visits
Transfer statistics about a shared presentation
Transfer the type of opportunity or event to be created (reminder date, task, note, description of the opportunity, etc.)
Prêts à rendre vos commerciaux plus efficaces et renforcer votre CRM d'une solution Sales Enablement ?
Nos experts vous démontrent la complémentarité de ces deux solutions.