Salesforce Inventory Management Software Integration

Give your Salesforce sales team live visibility of stock by connecting Salesforce with Unleashed. Keep products, inventory and sales orders in sync so your team can quote accurately, process orders faster and deliver a better customer experience.

Salesforce integration

How can Salesforce and Unleashed help your sales team?

Bring sales and inventory together to make ordering faster and more accurate.

  1. Sync products, stock availability and sales activity between Salesforce and Unleashed. Your sales team can see live stock-on-hand and warehouse allocations directly within Salesforce.
  2. Reduce manual handovers and disconnected data between your CRM and inventory system. Product and inventory updates stay aligned, helping teams work with accurate information throughout the sales process.
  3. Create an opportunity in Salesforce and sync it to Unleashed as a sales order, including products, customer details, delivery address and warehouse. Keep orders moving without re-entering information between systems.
  4. Give sales teams the product and stock information they need while speaking with customers. Check availability, quote more accurately and set clearer expectations without having to ask another team for an inventory update.
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Your all-in-one Salesforce inventory management app

Discover the benefits of connecting Salesforce with Unleashed, from stronger customer loyalty and smoother sales processes to complete stock visibility.

Improve customer loyalty

Keep customers happy with always-accurate stock levels, reduced processing times, and faster dispatching.

Integrated sales process

Boost sales, improve order accuracy, and increase customer satisfaction with a fully connected sales system.

Complete stock visibility

Understand your inventory health at a glance. Always know your stock levels and when to reorder.

Sync data for smarter reports

Identify key sales and customer trends and track the financial standing of your business with real-time reporting in the cloud.

End-to-end product tracking

Track all your parts and products through the supply chain in real-time. Use batch and serial tracking to take the stress out of product recalls.

Boost your fulfilment speed

Optimise your warehouse and gain faster, more accurate fulfilment processes that lead to happier customers and more sales.

Take a tour of our Salesforce inventory management system

Use Unleashed for your Salesforce inventory management to reduce warehouse processing times and keep customers satisfied. Keep a record of all your tasks, interactions, and product sales inside of Salesforce. See how it works in this short demo of Unleashed.

About Salesforce

Salesforce enables its clients to improve every aspect of their business across sales, marketing, customer service, social communities, analytics, and more.

Salesforce users get:

  • Access to core technologies, APIs, and third-party tools
  • Easy-to-manage customer accounts and opportunity management
  • Lead management and sales data tools for better decision-making

Everything you need to get started

Explore pricing, implementation resources, support options and ROI tools to help you evaluate, set up and get the most from your Unleashed Salesforce integration.

Find the right Unleashed plan for your business

Explore Unleashed pricing plans to find the right option for your business. Compare features, understand what's included and choose the plan that best fits your inventory management needs.

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Get expert help at every stage

Get expert help whenever you need it. From onboarding and implementation to ongoing support, our team is here to help you get the most out of your Unleashed Salesforce integration.

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Calculate the return on your investment

Discover how much time and money your business could save with Unleashed. Use our ROI calculator to estimate the impact of automating inventory management and accounting workflows.

Employee using Unleashed Advanced Inventory Manager

What Unleashed users are saying

Salesforce inventory management FAQs

What is Salesforce inventory management software?

Unleashed is a Salesforce inventory management app integration that seamlessly connects your Salesforce data with a cloud-based inventory system, ensuring accurate information is shared between both systems for smarter decision making.

Does Salesforce do inventory management?

Salesforce CRM has some inventory management functionalities including inventory transfers, shipment and returns tracking, and stock monitoring. Businesses that have minimal inventory requirements may find it sufficient. However, product-based businesses with steady sales may need to invest in a dedicated inventory system that integrates with Salesforce.

Can Salesforce be used for supply chain management?

Salesforce can assist in some of the tasks related to supply chain management. For example, customer account management and communications. But to gain complete supply chain visibility and optimisation you will need to invest in inventory management or ERP software as well.

Does the Salesforce and Unleashed integration provide real-time inventory updates?

Through Extensiv, Unleashed and Salesforce support real-time inventory synchronisation, keeping stock information up to date as inventory changes. This gives sales teams better visibility of current stock availability without relying on manual updates.

Can I see Unleashed stock levels and products in Salesforce?

Products from Unleashed can be imported into Salesforce, where sales teams can view live stock-on-hand levels and stock allocations by warehouse. This makes it easier to check availability while managing opportunities and customer orders.

Try Unleashed free for 14 days. No credit card required.

Discover more ways to connect

Explore more Unleashed integrations to connect your business tools, automate workflows and keep your inventory data in sync.