Connect Salesforce and Tally with Appstrail Connector
This article focuses on why there is a rising need to connect your ERP with CRM and if there is any solution. Appstrail has come up with a Connector that facilitates a seamless flow of information between Salesforce and Tally. It allows the business users to have an entire overview of the business in a single application.
The Role of ERP and CRM in enhancing businesses
While ERP systems automate and manage back-office operations like payroll, planning, purchasing, and production, as well as streamline business processes, CRM is a front-office system that simplifies and improves:- Customer interactions
- Sales pipeline management
- Support up-sells, customer information tracking
- Create dashboards and reports on this data

Pioneers in the field of CRM and ERP
Salesforce CRM, also known as Salesforce Customer 360, is available in various variations and configurations to suit the needs of companies of all sizes and industries. Customer 360 is the Salesforce CRM technology’s scope — one streamlined CRM system used for all of the teams to handle and improve customer relationships. Salesforce unites your marketing, sales, commerce, service, and IT teams from anywhere with Customer 360 — one integrated CRM platform that powers our entire suite of connected apps.On the other hand, Tally ERP is accounting software that automates and integrates all of the company’s processes, including revenue, finance, production, buying, and inventory.Tally is an ERP accounting software program that used to monitor a company’s day-to-day transactions. It enables company owners and their partners to have more in-depth conversations about finances. Tally is a complete software package that maintains its original simplicity while providing extensive business functions such as accounting, finance, inventory, and sales.The pain point for any business
ERP (Enterprise Resource Planning) and CRM (Customer Relationship Management) software are typically purchased and deployed separately.
The Key to Success-Appstrail Connector for Tally
Using a true customer 360 platform and an industry leader in CRM. Salesforce is currently the industry leader in CRM software. At the same time, Tally has a customer base of 1.8 million users and has deep roots in the Indian Business Community.Our Connector provides a platform where both applications can talk to each other and easily sync the invoices and payments in real-time. The different departments will no longer be working in silos after Tally Salesforce Integration. They have access to real-time consumer data, which would eventually connect the front-end and back-end systems. Your front-office teams will quickly see employees’ current status and progress, orders, any material specifications, inventory availability, customer information, invoicing, and payments collection.When you use a connector between CRM and ERP, your sales team may also close new leads and provide real-time reporting on invoicing and collections to stakeholders. In recent times, Covid has had a considerable impact on businesses and business continuity in general. Firms with distributed offices, warehouses, factories, and teams working from across multiple cities have indirectly impacted.Most companies choose to cut back rather than think about how to expand. Businesses that have invested in technology and tools to connect and collaborate faced little to no problem with business continuity. In fact, in some cases, companies have increased their profits. Teams could collaborate to create new offerings and products to help the country fight the pandemic. Salesforce provides businesses with the resilience, flex, and work from anywhere to overcome such challenges.A single platform solution for all your business need
Appstrail Connector for Tally facilitates a seamless flow of information between the two applications. It allows the business users to have an entire overview of the business in a single application. It also provides the ability to sync data from Tally to Salesforce automatically without using any intermediate third-party tool. Investing in technologies such as ERP and CRM tools can help you gain leverage and visibility, and they perform best when used as a cohesive unit. That is why ERP and CRM integration are top of mind for many IT professionals, line-of-business managers, and executive-level stakeholders.
- Real-time integration of data
- Follows a plug and play model
- Reduces the time of implementation from 4-8 weeks to 24 hours
- Requires low maintenance
Conclusion
So, in a nutshell, the entire “Lead-To-Cash” operation, which includes lead generation, sales management, order fulfilment, and revenue recognition, is automated and covered under the single roof of Appstrail Connector Tally.Get your business what it needs! Outshine others and Rule the Market. Connect with our Team and visit our LinkedIn
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