Connect your configurator to Microsoft Excel
Excel is still the most common place a company keeps its price list and its calculator. Usually a file that grew for years and that exactly one person fully understands.
That file does not have to disappear. The configurator takes over its rates and its rules, so the calculation on the web and the calculation in the office produce the same number. The difference is that one of them can be run by the customer, at midnight.
Other integrations
Google Sheets
Google Sheets is a shared spreadsheet in the browser. At smaller companies it holds the price list, the surcharges and the list of what may be combined with what.
Airtable
Airtable is a database with a spreadsheet interface. Companies reach for it where a spreadsheet is no longer enough and a full business system would be too much.
HubSpot
HubSpot is a CRM that keeps contacts, deals, email and automation in one place. Companies pick it so a salesperson never has to switch between the inbox and the record.
Pipedrive
Pipedrive is a CRM built around the pipeline. A salesperson sees the stage every deal is in, and the system pushes for the next step rather than for record keeping.
Salesforce
Salesforce is the CRM of larger sales teams. It usually holds not just the pipeline but price books, approvals and the reporting that production planning depends on.
Zoho CRM
Zoho CRM is part of the Zoho suite, so invoicing, support or projects often come from the same vendor as the pipeline.
RAYNET CRM
RAYNET is a Czech CRM used widely by small and mid-sized companies in Czechia and Slovakia. It keeps contacts, deals, activities and quotes in one cloud-hosted place.
eWay-CRM
eWay-CRM is a Czech CRM that lives inside Microsoft Outlook, with a web and mobile app beside it. Companies pick it so a salesperson never leaves the inbox they spend the day in.
Want a configurator wired into Microsoft Excel?
Tell us what you sell and how an enquiry is handled today. On the demo you will see the configurator and exactly what drops out of it into your system.
treede is not an official partner or reseller of the systems named here. All names and marks belong to their owners and are used to say where a finished configuration can be delivered. Each connection is built during implementation, to what your system allows. Microsoft Excel official site