Word and Excel Integration

Integrate Salesforce with Popular Productivity Tools

Advanced Microsoft CRM integration allows you to painlessly build account plans, proposals, quotes, contracts, and much more based on data pulled from Salesforce. You can also export report data into Excel for further analysis.

Document Templates

Set up Word or Excel templates for commonly used sales documents so that reps can painlessly create documents populated with Salesforce data without retyping or needing to copy and paste.

Report Export

Easily export Salesforce reports into Excel so that you can add data from external sources. Or simply access, save, or share reports in a familiar format.


Offline Analysis

Pull multiple reports into an Excel workbook for analysis later in an offline environment such as when traveling on an airplane.

Mail Merge

Create Word mail merge templates that can be populated with information from Salesforce fields, including product and schedule line items for building quotes for comprehensive Microsoft CRM integration.