Customer Relationship Management (CRM)Helpdesk & NOCMiddleware & DevelopersAutotask Professional Services Automation (PSA)

Salesforce by AxeRoy

AxeRoy ConnectPack

The Autotask/Salesforce AxeRoy ConnectPack is a pre-packaged connector that delivers automated, bi-directional synchronization between Autotask and Salesforce.
The base functionality includes synchronization of Accounts and Contacts. Customers can choose additional synchronization options such as Opportunities, Quotes, and Tickets and Notes.

Integration Features

Automated bi-directional synchronization between the major Objects of Autotask and Salesforce.

  • Accounts
  • Contacts
  • Opportunities
  • Quotes
  • Cases/Tickets and Notes

Improves Data Integrity between the systems.

  • Data Cleansing & Enrichment
  • Data Deduplication
  • Data Consolidation
  • Data Backup
  • Data Validation & Diagnostics

Additional Features

  • Fully customizable
  • Scalable to multipoint integrations
  • Extreme Security (transport and rest)
  • Compliant with National and International standards
  • Fully managed services: Reduce your current costs and prevent new ones
  • Works with Salesforce Professional, Enterprise, and Unlimited