Salesforce

Salesforce's CRM solutions help you grow your sales, retain your customers and grow your business.

Connecting Salesforce to Monstock allows you to have an overview of all your customers: synchronize your customer records, their order history, your product catalog and stock levels to optimize your operations and improve your level of customer satisfaction .

The connector between Monstock and Salesforce creates a strategic bridge between sales management and logistics management, ensuring a smooth and reliable flow of information throughout the customer cycle. By connecting the power of Salesforce CRM to the Monstock operational platform, businesses benefit from automatic, two-way synchronisation of key data: products, prices, orders, customers and sales opportunities.

This integration provides a 360° view of customers and operations, linking sales data (prospects, opportunities, quotes, orders) to logistics information (stock, deliveries, statuses). The products and variants managed in Monstock are directly synchronised with Salesforce, as are sales prices and associated photos. Conversely, sales opportunities and customer orders created in Salesforce automatically feed into Monstock to trigger preparation, shipping and tracking processes.

Thanks to this automation, teams avoid manual re-entry and data transmission errors. Information is synchronised in real time between the two systems, ensuring maximum data reliability and better coordination between sales and logistics departments. Sales teams have instant visibility of product availability and order status, while operational teams benefit from direct feedback on sales to be processed.

Strategically, the Monstock–Salesforce connector helps to strengthen inter-departmental collaboration and improve responsiveness to customer needs. By combining relationship management and logistics performance, the company optimises its customer experience, speeds up processing times and secures its sales process.

This integration is fully in line with a data-driven business approach, where data becomes a lever for overall performance. By unifying customer, sales and logistics information in a connected ecosystem, the Monstock–Salesforce connector transforms customer cycle management into a fluid, traceable and highly efficient process.

The integration diagram between Monstock and Salesforce illustrates bidirectional flows enabling complete synchronisation of sales and logistics data. These automated exchanges ensure consistency of information throughout the sales cycle, from product creation to customer order tracking.

Flow from Monstock to Salesforce

From Monstock, several types of data are automatically transmitted to Salesforce:

• Products and variants: Monstock sends product sheets with their characteristics, variations and logistical information.
• Photos: product images are synchronised to ensure consistency between management repositories and commercial catalogues.
• Stock levels: available quantities are updated in real time, giving sales teams a reliable overview of availability.
• Order status: once orders have been processed or shipped, Monstock sends their status back to Salesforce to inform sales teams and customers.

Salesforce to Monstock feed

Conversely, Salesforce transmits the following information to Monstock:

• Products and variants created or updated in the CRM, to ensure complete consistency between the commercial catalogue and the logistics database.
• Selling price, to maintain price alignment between the two systems.
• Sales opportunities and customer orders, which automatically trigger logistics processes in Monstock: preparation, dispatch and stock updates.
• Customers, whose details and contact information are integrated to ensure traceability and personalised follow-up.

Synchronisation and automation

Data flows between Monstock and Salesforce are automated and continuous, with no manual intervention required. Updates are performed in real time or at scheduled intervals, ensuring the reliability of the information exchanged.

This integration ensures seamless alignment between sales management and logistics, promoting transparency, productivity, and customer satisfaction.

By combining Salesforce, the leader in CRM, and Monstock, an agile workflow management solution, businesses have access to an integrated and collaborative ecosystem capable of delivering an optimised customer experience and real-time performance management.