How much do your business users enjoy working in Salesforce? Are they switching between the browser and Excel worksheets, just so they can continue working in spreadsheets? Does it take hours for your IT or Salesforce Admin to update data? Are you – and your managers – frustrated because you’re not making the most of your Salesforce investment?
Stop getting discouraged; start working in Excel while leveraging your Salesforce data.
X-Author for Excel is an innovative programming environment that adds on to Salesforce in order to merge the Salesforce and Microsoft Excel worlds together. Designed for Salesforce Admins and business users, X-Author provides new ways to work in Salesforce through the Excel interface. Increase productivity, boost Salesforce adoption, and cut down time migrating and managing data with X-Author by Apttus!
Boost Salesforce Adoption and Productivity for Business Users
Reps typically resist using Salesforce because they are comfortable and familiar with spreadsheets; they rely on the tool for everyday business tasks. Therefore, switching from the intuitive Excel user interface to the unfamiliar, design of Salesforce becomes a difficult transition for most business users. When faced with the Salesforce browser, users tend to toggle between Salesforce and Excel or use copy-and-paste to continue working in spreadsheets.
X-Author for Excel allows your reps to remain in the Excel interface while manipulating Salesforce data. Eliminate double-key entry by saving the changes you make in Excel directly back to the correct field in Salesforce. Users no longer need to copy and paste, or email files because all information can be found in Salesforce. With the correct permissions, users can work with and act on data across multiple or all objects, regardless of their relation, both on and offline. This bidirectional communication between Salesforce and Excel increases productivity, reduces time spent switching between browser and spreadsheet, and boosts Salesforce user adoption. Furthermore, Salesforce permissions, controls and rules are also respected in X-Author, so data integrity is maintained.
Another common issue for business users involves using static data when forecasting or creating graphs, reports or charts. Currently, users enter Salesforce data into a spreadsheet, properly organize the information, and then use Excel’s analytic functionality on the static data to produce results. Unfortunately, if any of the relevant data is updated in Salesforce, the changes are not reflected in the spreadsheets, graphs, reports or forecasts.
Instead of having to recreate graphs, reports and forecasts with new data, X-Author for Excel allows users to immediately interact with the data in any view that is most relevant to their project. Users can use the current data in Salesforce to update the analytics they’ve already configured, eliminating duplicative work. The solution not only will users save time, but data quality is higher and more robust.
Business users can use Excel, instead of the browser, to quickly add or update records in just about anything they do in Salesforce. This can be simple tasks like updating related lists of opportunities, cases or any other object, or more complex multi-object solutions that use legacy spreadsheets. Business users can collaborate with coworkers and customers more efficiently because Salesforce is the sole repository of data, therefore eliminating the threat of multiple versions, servers, or laptops with conflicting information.
Efficiently Manage and Migrate Data for Salesforce Admins and IT Teams
Similarly to business users, IT teams and Salesforce Admins often have to go one-by-one through countless fields and Accounts in Salesforce to manage data and make sure data quality is upheld. It’s often difficult and tedious to make sure all data is correct when working in the browser.
With X-Author by Apttus, Salesforce Admins and IT can connect Salesforce and Excel to pull data from Salesforce, which acts as a single source of truth for the business. From there, it’s easy to maintain, process and push the data back to Salesforce, as well as make it useful for other users, while in the familiar and intuitive Excel interface. With only a few clicks, Excel can update or manage data for multiple records, objects, hierarchies and orgs. Admins can even use Excel to create custom formulas for any Salesforce user, thereby boosting productivity for the entire business.
X-Author for Your Business
X-Author for Excel makes work easier and more productive for all employees who use Salesforce or Excel, across businesses, industries and geographies. A significant advantage of X-Author is the lack of technical expertise needed to manage the platform. Building apps takes anywhere from 5 minutes to a couple of days, based on complexity. With business data living in the Cloud, users can take advantage of the usability of spreadsheets in order to work more efficiently and productively. Users can maximize productivity by using Salesforce data in Microsoft Excel with X-Author by Apttus.
Apttus, the category-defining Quote-to-Cash software company, drives the vital business process between the buyer’s interest in a purchase and the realization of revenue. Apttus is delivered on the Salesforce App Cloud, the world’s most trusted and comprehensive cloud delivery infrastructure. Applications include Quote-to-Cash Intelligence (Analytics), E-Commerce, Configure Price Quote (CPQ), Renewals, Contract Management and Revenue Management. Additionally, Apttus’ patent pending X-Author technology enables Microsoft Office to be a user-interface with full interaction and control between Salesforce and Microsoft Office. Apttus is based in San Mateo, California, with additional offices in Atlanta, Bozeman, Chicago, Japan, London, Sydney and Ahmedabad, India. For more information visit: apttus.com.
About Niki Lotte
Niki has been in Product Marketing at Apttus since 2015, where she is currently focusing on understanding the challenges and trends of buyer personas. She enjoys developing sales enablement resources, exploring the Bay area, and speaking French to anyone who will listen.