Connecting to your product databaseYou can import most files into Salesboard Management, i.e. XML, csv, Excel. Salesboard Management then makes all the correct connections to the internal Salesboard system. It is possible to download your product database periodically. The Salesboard team can also configure tailmade solutions for your configuration. |
Connecting to your backofficeIn Salesboard Management, you can specify a notification URL. When something happens on the tablet (i.e. a new quote or contract comes in), and the Salesboard Tablet is synchronized, all incoming data can be forwarded to your backoffice. This includes a signed PDF contract and all raw data. Your backoffice can pick this up and continue the fulfillment flow. |