Taction Software

info@tactionsoftware.com sales.taction

Marketing Automation tools integration with Salesforce


Accounting system integration with Salesforce provide a clear picture of billing history, pending invoices to the sales executive during the time of client interaction. Sales executive can track his clients monthly quarterly and annually billing details.

  • Updated data flow between Sales and accounting, and updated information’s between sales and accounting team finger tips.
  • We provide a tailored solution and setup the accounting software and Salesforce CRM communication workflows according to the business requirement.

Accounting System integration


Alignment between sales and marketing always streamline the Sales process, At Taction Software we have a vast experience of integrating Marketing Automation tools to the Salesforce CRM application, Sales executive always updated with the marketing qualified leads, Provide complete 360 degree view of marketing qualified leads to the sales executive working on the leads.

Benefits of sales and marketing cross department connected platform:

  • Real time updated communication between sales and marketing.
  • Better engagement with clients while mapping a one to one journey, Sales executive have an idea of every interaction from prospecting to the marketing qualified leads.
  • Bi directional integration to send marketing qualified leads to the Salesforce and Sales unqualified leads back to the automation tools, that’s help organization in finding the potential business at every stage.

Cloud Phone System Integration

Cloud phone system integration with the Salesforce CRM helps organization to keep track of call histories and call records in the customers profile with in Salesforce CRM, A communication between two systems provide a complete 360 degree view of the client, prospects interaction to the sales person.  

  • Sales person get a complete 360 degree view of the clients and prospect during the calls.
  • Integration leads a centralized platform to track the call history and recording with in the CRM.

Our Global Clients

What people say..

“Taction stood out as unique. Even though they were confident in their skills, they weren’t brash or forceful in terms of communication, which translated into huge benefits when it came to interacting with the technology groups of other clients.”


– Jeremy Gonzales

“Taction Software is very good at setting timeframes for different tasks and remaining accurate to them. I shoot requests quite regularly and they have handled them professionally.”


– Matt Konig

“Taction Software’s flexibility has been unparalleled. We received great value from what we spent on the website.”


-Matt collins

Listed in ‘TOP IT SERVICES FIRMS’ by Clutch

Clutch Verified Client Reviews

“There aren’t many offshore firms with which I’ve had such a seamless experience.”

Clutch Verified Client

- Matt Konig, Chief Operating Officer

“I always felt that they cared about the business more than they cared about their own pocketbooks.”

Clutch Verified Client

-Project Manager, Consulting Firm

“I never felt that I was being rushed along.”

Clutch Verified Client

- CEO, Nonprofit

Some projects we’ve worked on.

We are best at what we do



    WhatsApp chat