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EETech Commerce

Opportunities that name the page that created them.

Salesforce integration

Opportunities that name the page that created them.

Each request is saved in Salesforce with its parts and the page and campaign that produced it, so you can show how much pipeline the website creates.

Ready-made connections, scoped before we quote a timeline. Integrations are the real driver of a replatform schedule.

Objects, direction and sync model

The specific answer, because a page that says "seamless integration" tells an evaluator nothing they can act on.

Object

Direction

Sync

Notes

Leads and Contacts

Write

On submit

Created or matched, with source page and campaign attribution.

Accounts

Read / Write

On submit

Matched against existing accounts before a duplicate is created.

Opportunities

Write

On qualification

With source page, first-touch offer and detected platform as fields you can report on.

Opportunity line items

Write

On RFQ submit

The BOM as line items with quantities and attributes.

Price books

Read

On request

Contract pricing resolved per account where Salesforce holds it.

Cases

Write

On support request

So a product question raised from a catalog page reaches the right queue with the part attached.

Field-level mapping is agreed during scoping. Customisation in your instance changes the mapping, not the model.

Worth knowing

Two things that change the estimate

CPQ deployments are supported. Where CPQ owns quoting, the catalog hands off rather than attempting to price.

Field-level mapping is agreed during scoping. The goal is that a revenue leader can filter won deals by the page where the buyer first arrived, without building a report from scratch.

Salesforce questions

Related

Six capabilities. Scored on your actual site.

Present, Partial or Missing, each rating followed by the specific observation behind it. Five business days, and there is no call first.