Scoro & Salesforce Integration

Manage your sales activities in Salesforce, then leverage Scoro’s powerful quoting and project management capabilities to build profitable price proposals and track project performance.

Keep your sales and project team in sync

What is Scoro?

Scoro is a work management software that helps professional service businesses deliver successful projects from quote to cash.

What is Salesforce?

Salesforce is CRM software that helps companies manage prospects, sales deals, and customer interactions.

Scoro + Sage Intacct

Integrate the two systems to improve opportunity management, enhance quoting and resourcing, and gain better insights into project performance and profitability.

Improve margins with smarter budgeting

Manage client communication and sales activities in Salesforce. Once leads become Opportunities, sync them automatically to Scoro to build detailed price proposals that let you estimate delivery costs, margins, and resource needs right away.

Automate data exchange

Automatically link Account and Contact data with relevant profiles in Scoro. Sync the quoted sums and finalized PDFs back to Salesforce to ensure up-to-date info about deal sizes in both systems.

Ensure data integrity

Keep your sales, delivery, and finance teams in sync and on the same page. Map custom fields in Scoro with their counterparts in Salesforce to ensure all relevant info is pulled into Scoro automatically. Eliminate manual errors and gaps in information.

Save time with sales to delivery hand-overs

Convert approved quotes into projects with just a few clicks and automate the project planning process. Minimize the need for lengthy hand-over emails and double data entry.

Assess resource availability

Get a clear overview of who is available to work on potential new projects. Know what deadlines you can promise customers in the sales phase to keep delivery timelines realistic.

Track project progress and financials

Once the project is underway, use Scoro to compare project cost and time estimates with actual results to minimize scope creep. Share the project Gantt chart with stakeholders to align expectations and communicate progress.

Leverage reports to prioritize growth drivers

Analyze opportunities and deal sizes in Salesforce, but monitor profitability breakdown on a client, project, or service level in Scoro. Use these insights to prioritize the right clients, improve scoping and budgeting, and tweak pricing in the sales phase.

Customer success stories

Scoro has really become the backbone of our company. It has enabled us to pursue higher quality in every single thing we do. From sales and finances to project management and accountability.