New Capability For Salesforce Integration

Posted on August 10, 2021


Companies can now use EASA to leverage existing CPQ (Configure Price Quote) spreadsheets as enterprise web apps, launched directly from Salesforce and other CRM tools

EASA Software announced yet another key enhancement to its already revolutionary codeless application authoring platform. EASA is well established as the only tool capable of helping companies that use Microsoft EXCEL spreadsheets for CPQ (configuration, pricing, and quoting) to deploy them to web-based applications. With EASA’s latest capability, it is now possible to launch an enterprise web application, connected to an underlying CPQ spreadsheet, directly from popular CRM systems including Salesforce and MS Dynamics.

EASA has for years worked with enterprise-level companies like GE Wind Energy, Zurich Financial, and P&G to accelerate and streamline key business processes including proposal generation and cost modeling by allowing them to deploy spreadsheet-based tools and engineering software models to version-protected, user-accessible web-based applications without the need for custom coding. With EASA’s new enhancement allowing it to integrate with Salesforce, the software is setting itself apart from other spreadsheet deployment tools as a true one-stop shop for easy integration of business processes.

When launching a spreadsheet-based application from (or other CRM platform), selected fields from the Salesforce Quote Contract, or Account can be auto-populated into the CPQ tool. Optionally, calculated variables such as price, delivery schedule, etc., can be written back to for later reporting.

“This is an enhancement that we’ve been working on for some time, which addresses the requirement of some of our clients who rely heavily on Excel spreadsheets for CPQ purposes, as well as SalesForce, to track and execute proposal generation activities,” said Sebastian Dewhurst, Director of Business Development for EASA. “The key advantage that EASA provides is the ability to retain all the business logic, in existing spreadsheets, including macros. This is far faster and more cost-effective than attempting to extract that logic and insert it into a dedicated CPQ system.”