A Consona ERP Solution

Compiere ERP Connector for Salesforce

D ATA SHEET

Integrate. Automate. Synchronize.
Compiere ERP Connector for Salesforce enables timely and accurate information for Sales and Finance by automating data updates between Compiere, a Consona ERP solution, and Salesforce.com. Bi-directional synchronization of key information between the two systems improves sales efficiencies and customer service, as well as accelerates opportunity-to-cash.
Compiere ERP Connector for Salesforce ensures same-view information on customers and orders by automating the transfer of information between Salesforce.com and Compiere ERP and vice-versa

Account Information

W E B S E R V I C E S W E B
Compiere ERP Connector for Salesforce Benefits
Accelerate Order Fulfillment

Salesforce.com

S E R V I C E S
Automatically initiate account creation in the Compiere ERP system after an opportunity is closed won in Salesforce.com Leverage fully-automated account approval and initiation of order fulfillment process using Compiere ERP workflow
Improve Operational Efficiency
Accounts, Orders, and invoices

Compiere ERP Connector

The Internet

Compiere ERP

Automated Updates Compiere ERP Connector for Salesforce streamlines lead tracking, sales order processing and related financial processes by eliminating redundant and error-prone manual data-entry. Utilizing Web services as the integration method between Compiere and Salesforce.com, the Connector automatically updates accounts, customer orders and invoices between both systems. The Connector is certified by Salesforce.com based on its quality standards. Bi-directional Synchronization Compiere ERP Connector for Salesforce provides bi-directional synchronization of your Salesforce.com and Compiere ERP applications business data. Whether you are updating Salesforce.com or Compiere ERP, the Connector transfers information from one system to the other seamlessly. As an example, the Connector can transfer information about sales orders and invoices from Compiere to an existing account in Salesforce.com, or initiate account creation in Compiere ERP as soon as an opportunity is closed won in Salesforce.com.
This results in more effective sales execution and accelerated order fulfillment. Complete Traceability Compiere ERP Connector maintains the synchronization details on both Salesforce.com and Compiere ERP to ensure traceability and accountability. When information is added or updated, the account and transaction details are logged, along with date and time of synchronization. You are now able to audit the log files to track the who, what or when of any changes that have been made. Easy Setup Built with Compieres unique and intuitive dynamic Web services model, Compiere ERP Connector for Salesforce is easy to setup. Using an intuitive, Webbased user interface, your Salesforce. com administrator can quickly set synchronization parameters, such as processing frequency and schedule, conflict resolution rules, and transaction lifespan. Once the setup is complete, the synchronization process runs without further user intervention.
Streamline the lead-to invoice process with the bi-directional Connector Eliminate the need to create new accounts in both systems Provide a single entry to update both systems

Improve Sales Execution

Obtain accurate and up-to date information on accounts Get instant visibility to an account, order status and history
Developed for Compiere by Estuate, a Compiere Development Partner.
ERP Connector for Salesforce
Summary of Compiere ERP Connector for Salesforce Capabilities
Bi-directional synchronization of customer account details between Salesforce.COM and Compiere Name Address Industry Employees Billing Address Phone Fax Credit Status Open Balance Life Time Value Sales Volume Sales Representative Business Partner Group Import order details from Compiere to Salesforce.COM Document Number Business Partner Date Order Document Status Sales Representative Product Description Quantity Unit of Measure Price Extended Amount Import invoices details from Compiere to Salesforce.COM Document Number Business Partner Date Invoiced Document Status Grand Total Representative Paid Flag Product Description Unit of Measure Price Extended Amount

System Requirements

Salesforce Professional Edition, Salesforce Enterprise Edition and Salesforce Unlimited Edition Compiere Professional Edition 3.4 and above or Compiere Cloud Edition

ABOUT Estuate

Estuate is a global information technology (IT) services company founded in 2005. The company delivers high-value, cost-effective solutions to software companies and large IT organizations. Estuate is headquartered in Silicon Valley with an offshore center in Bangalore, India. For more information, please visit www.estuate.com

AVAILABILITY

Compiere ERP Connector for Salesforce is an add-on option with Compiere Professional and Compiere Enterprise Editions. Please contact Consona at (888) 826-6766 or info@compiere.com to discuss your business needs.

ABOUT CONSONA ERP

Consona products support the needs of a wide range of distribution and manufacturing companies, including Compierethe worlds leading open source and cloud-based ERP business solution. Created in 1999, this award-winning software has been downloaded over 1.8 million times and is deployed worldwide by companies of all sizes. Powered by a revolutionary model-based platform, Compiere is a comprehensive, modern, highlyadaptable and low cost ERP solution available from Consona and partners operating in more than 40 countries. Compiere ERP solutions are available on-premise or on the Cloud. For more information, please visit www.compiere.com.

CONSONA CORPORATION

450 East 96th Street, Suite 300 Indianapolis, IN 46240 tel (888) 826-6766 or (317) 249-1700 fax (317) 249-1999 email info@compiere.com websites www.consona.com www.compiere.com
Copyright 2009-2010 Consona Corporation. All Rights Reserved.

T h e Gl o b a l L e a d e r i n O p e n S o u r ce B u s i n e s s S o l u t i o n s
Compiere Professional Edition

D ATA SHEET

Compiere Professional is a modern, highly adaptable, enterpriseclass business solution that can be deployed on-premise or on the Cloud for a fraction of the cost of traditional ERP systems. Improve agility and dramatically lower cost of ownership with Compiere.
HIGHLY ADAPTABLE, ENTERPRISE CLASS APPLICATIONS Compiere delivers a broad and rich set of integrated business functionality on a global-ready platform. It supports any number of organizations, warehouses, languages, currencies, and accounting rules. The scalable and adaptable Compiere platform handles high transaction volumes and business complexity required by demanding businesses of all sizes. Compieres revolutionary design enables applications to be easily customized and extended without programming a first in the ERP industry. Applications are defined as objects in an Active Data Dictionary rather than programmed as 3GL code. Your IT staff will easily embrace the techniques required to extend Compiere. Importantly, Compieres innovative design reduces the cost and effort associated with upgrading business applications. Compieres Automated Upgrade Technology reliably deploys the latest Compiere improvements while preserving all of your business-specific extensions. BUILT ON A MODERN, OPEN SOURCE PLATFORM Securely access Compiere from any Webenabled location anywhere, anytime with a highly interactive user experience. The platform is based on a Service Oriented Architecture (SOA), with patent-pending dynamic web services enabling integration to in-house or complementary systems, including connectors to Salesforce. com. Based on open source technology, Compiere Professional is a proven way to lower IT costs, reduce vendor dependence and any project risk because you always have access to the source code.

Performance Management

Standard Reports Business View Layer 3rd Party Analysis Tools
Manufacturing Warehouse Management

Sales Web Store Service

Purchasing

Materials Management

Order Management
Global Financial Management

Customer History

Model-driven Application Platform

Data Dictionary

Transaction Engine

Transaction Database

ON-PREMISE OR ON THE CLOUD Compiere gives you the choice to deploy your applications in your own data center or on the Amazon Cloud. Amazons Elastic Compute Cloud (EC2) provides a professionally managed computing infrastructure over the internet that is private, secure and scalable on demand. At a Fraction of the Cost Compiere completely disrupts the traditional cost structure of acquiring, deploying, and maintaining ERP systems. Compiere is available without up-front license fees, and can dramatically lower annual operating costs saving up to 80% in total cost of ownership. You gain cost savings and flexibility without vendor lock-in. With Compiere, you are in control but not alone. Your customized solution is backed by Compiere, Inc. and the Compiere Partner Network who offer a range of services to ensure your success.
Compiere Professional Edition applications are easily customized without programming
If youre seeking an open source ERP alternative with broad functionality, look no further.

InfoWorld BOSSIE Awards

Professional Edition
Compiere Capabilities Summary
GENERAL LEDGER Financial statements Multiple chart of accounts Multiple calendars/budgets Multiple organizations Multiple currencies Accounting distributions OLAP financial reporting Change account structure at any time RECEIVABLES & PAYABLES Sales & vendor invoices Payments & allocations Individual/batch payments 2- or 3-way matching Check printing Aging reports PROJECT ACCOUNTING Project definition Time & expense entry Project billing ORDER MANAGEMENT Quotations Sales orders Pricing & discounts Sales tax & VAT Multiple ship to/bill to locations Available to promise Inventory reservations Order approval workflow Configuration management Shipments Back orders Returns management Automatic invoice generation Credit card payments MATERIALS MANAGEMENT Product catalog & price lists Multi-warehouse control Multiple units of measure Material movements Serialized inventory Lot management Expiration dating Standard & average costing Physical inventory Barcode printing PURCHASING Requisitions Purchase orders PO approval workflow Purchase history

*Add-on modules priced separately

AVAILABILITY

WEB STORE On-line product catalog Shopping cart Credit card processing View order history Customer order history View & pay invoices Electronic product download WEB USER INTERFACE Accessible from any Web browser Mouse or keyboard navigation Personalized work space Drill down to view details Zoom across to related documents Master-detail on single screen REPORTING & ANALYTICS Built-in reporting tools Real-time dashboards Report scheduling & bursting Customized external documents Export to Excel, Word, XML, PDF Business view layer External report writer integration GENERAL Model-based application platform Dynamic Web Services Data Dictionary driven Adheres to REST architecture Cloud support Automated upgrade technology Multi-language support Workflow management Electronic alerts Task scheduler Role-based security Field level security Window- & field-level security Process & report security Comprehensive online help Comprehensive audit controls Service-oriented architecture TECHNOLOGY CHOICES Operating System: Windows or Linux Database: Oracle or Postgres Plus Middleware: Java and JBoss Browser: Internet Explorer, Firefox or Chrome Please contact Compiere at 650-517-5900 or info@compiere.com to discuss your business needs.
Receiving Return to vendor Vendor invoices Manufacturing* Multi-level bill of materials Demand management Import forecasts Forecast consumptions MRP Supply and demand planning Planned purchases and work orders generation Planners workbench Production control Work order creation Work order execution Multi-step routings Standard and optional operations Forward and backward scheduling Resource tracking Job costing Assembly cost rollup Standard cost update Job value cost analysis WAREHOUSE MANAGEMENT* Customizable rules engine Directed picking & putaway Product location relationships Task management Shipment consolidation Replenishment rules Travel sequencing Express receipts Wave planning Cluster picking Efficiency reporting SALES Customer history Sales lead tracking Campaign tracking Commission reporting Bulk email SERVICE Service request management Auto-assignment of requests Priority management Escalation workflow Confirmation emails Online customer self-service

ABOUT COMPIERE

Compiere is the worlds leading provider of open source and cloudbased ERP business solutions. Founded in 1999, the companys award-winning software has been downloaded over 1.7 million times and is deployed worldwide by companies of all sizes. Powered by a revolutionary modelbased platform, the company offers comprehensive, modern, highlyadaptable and low cost ERP solutions and support services to its customers and global network of partners operating in more than 40 countries. Compiere ERP solutions are available on-premise or on the Cloud. Compiere is privately held and headquartered in Redwood Shores, CA. For more information, please visit www.compiere.com.

COMPIERE, INC.

3600 Bridge Parkway, Suite 102 Redwood Shores, CA 94065 tel +1 (650) 517-5900 email info@compiere.com website www.compiere.com
Copyright Compiere, Inc., 2009. All rights reserved.