Fishbowl for Salesforce is an app that allows salespeople to see current inventory counts within the CRM’s interface. Salesforce accesses data from Fishbowl to ensure salespeople out in the field can tell how many products are available to sell. And that’s just scratching the surface of what this integration of Fishbowl and Salesforce can do for your business.
Get real-time inventory data in the field with Fishbowl for Salesforce
Salesforce is an excellent CRM that enables salespeople to nurture leads, work with prospects, and record sales. Fishbowl is a world-class inventory management system that enables small and medium-sized businesses of all types to manage inventory in multiple warehouses. By combining these two solutions together, you get so much more than they can offer by themselves.
Salespeople will be able to see up-to-date inventory counts in the Salesforce dashboard. That way, they won’t have to guess about inventory availability. They will be able to sell with confidence, knowing that there is sufficient inventory in stock to cover their sales.
Fishbowl benefits from this arrangement by quickly receiving sales orders from Salesforce, recording which salesperson is responsible for each one, and speeding up a company’s order management and order fulfillment.
To access the Salesforce CRM in Fishbowl Advanced, go to the Plugin module and click the Install button next to Salesforce. Then close the Fishbowl Client and restart the Fishbowl Server. Once you reopen the Fishbowl Client, you will find a new module in the Integrations module group that lets you connection to Salesforce Enterprise or Salesforce Unlimited.
There are a number of detailed steps to follow to connect your Salesforce account to Fishbowl. To get started, click the Settings button atop the module, click the Connect button, and log in as a Salesforce user with full API access. The reason you must have full API access is because Fishbowl needs to create custom objects that are not normally in Salesforce to house a number of features that are contained in Fishbowl. And the only way you can do that is if you have adequate user privileges in Salesforce.
The rest of the steps to set up your Salesforce integration are contained in Fishbowl’s detailed Documentation Site. That is a great resource if you have any questions about getting started or using the Salesforce integration to meet your business needs.
Fishbowl Integrates with Salesforce FAQs
There’s actually no need to do that. Simply integrate Fishbowl’s inventory management solution with your Salesforce CRM to handle reorders, shipments, supply chains, warehouse management, inventory tracking, and more to avoid stockouts and enhance the customer experience.
Salesforce lacks many inventory management features that are native to Fishbowl. When you integrate Fishbowl with Salesforce, you have the option to add numerous custom objects in Salesforce that, in a sense, create an inventory management system in Salesforce. These custom objects allow Salesforce to send and receive the proper data to Fishbowl to fulfill orders, manage inventory, and more across all of your warehouses. It also provides unparalleled field service and inventory visibility to your salespeople.
Integrate the Salesforce platform with Fishbowl to track items in real time. Fishbowl offers many inventory tracking methods, including serial numbers, lot numbers, expiration dates, and revision levels. You can even create custom inventory tracking methods to ensure every item is accounted for in a way that meets your unique needs. And Fishbowl enables Salesforce to receive and send data related to these through its integration.
Yes, though they call it an order management system. Salesforce’s order management system helps with invoicing, payment processing, tracking orders, routing orders to fulfillment centers or warehouses, and forecasting inventory levels to prevent stockouts.
By integrating with Fishbowl’s inventory management software, you gain access to even more advanced inventory and order management features, including ABC analysis, warehouse management, vendor and supply chain management, auto reorder points, barcode scanners, and real-time analytics.
Usually, no. WMS is short for warehouse management solution, and CRM is short for customer relationship management. Most WMSs don’t offer the same level of service that a CRM like Salesforce offers. They are intended for different purposes. However, warehouse management is a big part of making customers happy and delivering on promises made in the selling process. And a WMS can be integrated with a CRM to enable real-time inventory visibility in the cloud.
Fishbowl’s WMS integrates with Salesforce to improve your order management and keep your inventory counts accurate and available to salespeople.
To create a warehouse in the Salesforce app, click Warehouses and the New button. Then it’s just a matter of entering all of the warehouse information, such as its name, address, phone number, and other details. You can organize it under a specific business unit and sales organization to help with warehouse management. Be sure to save once you’re done.
Fishbowl lets you handle warehouse creation and warehouse management with its WMS. Plus, you can organize each warehouse into sublocations and track inventory down to the aisle, shelf, and bin numbers.
