Salesforce eCommerce integration for B2B sales teams
Use Clarity Ventures for Salesforce eCommerce integration and give your reps a live view of what customers do in your online store.
Orders, quotes, invoices and login trends reach Salesforce without manual entry, so records stay clean while customers handle routine requests themselves.
An eCommerce integration with Salesforce, built on Clarity Connect
Clarity Connect ties your storefront to Salesforce so behavioral data reaches the people who sell. Lead capture, account health and activity, invoicing, and inventory and warehouse updates flow across automatically. Replacing manual processing with automated capture means less dirty data, lower overhead and shorter timelines.
Synced with Salesforce
- Leads
- Accounts
- Orders
- Quotes
- Invoices
- Login activity
Sales insight your reps can act on
Reps see year-to-date and month-to-date sales, accounts receivable aging and credit holds for each account. Sales and login trends arrive in Salesforce as user activities, and alerts go to sales or customer service when criteria you set are met.
Self-service that still feeds the CRM
Customers log in to check order status instead of calling, which frees staff for revenue work. The integration tracks how long it has been since each customer last ordered and can trigger a marketing message that fits their profile.
Quotes, pricing tiers and approvals
Custom price quotes and product configurations are automated, and complex pricing tiers and incentive offers produce accurate invoices. Buying committees get automated approval processes, and order totals account for tax jurisdictions and shipping across multiple carriers.
Decide which platform owns the customer record
Salesforce can be reached in many ways, so the integration is shaped by which system owns the customer master. If Salesforce and the storefront both create accounts, duplicates appear within weeks and are slow to merge once orders are attached. A connector for each application then handles mapping and the connection type: REST, SOAP, JSON or XML.
Talk to an integration specialist
Walk through how orders, pricing and customer data would move between your store and Salesforce.
Questions
Can customers control who on their team can buy?
Yes. Customers can grant or deny access for their own staff and set buying limits, and access and pricing levels can be customized for each account.
What if Salesforce lacks a feature we need?
Salesforce's AppExchange lists thousands of third-party apps, many of them free. Event and project tools can come from there or from modules within the Clarity eCommerce platform.
Does it cover professional services as well as products?
Yes. Integrated Salesforce apps can manage special projects, timekeeping for outside sales and service staff, and business expenses.
How much integration work has Clarity done?
Clarity has over 350 combined years of eCommerce and back-office integration development, with more than 1,300 websites and 3,000 integrations over the last 12 years.
See a Salesforce integration with eCommerce on your own accounts
Tell us how your sales team works and which system holds your customer master. We'll walk you through the solution in a demo.
Book a demo