Before we get into the details of the topic, let’s get one thing out of the way, that is, what Tally
and Salesforce truly is.

Tally is a Windows-based ERP that needs to be installed on the computer whereas Salesforce
is a cloud-based CRM and requires zero installation. The former in this case is a tool that allows
businesses to manage their accounting, sales, manufacturing, inventory, purchases and many
more business activities while providing support for the recent compliance standards, on the
other hands, the latter is a CRM that is targeted towards building and nurturing relationships with
your customers while providing support for sales, marketing, customer service and so on.

While using Salesforce is as simple as logging onto any other website, Tally on the other hand
requires an additional step which is, installation of the ERP is needed to login to the user’s
business from another computer using remote login feature if you’re planning to use the solution
from a distant location, away from your office. You can think of it as, if you need to use Tally
from a computer other than yours from where you usually manage your company, the other
the computer must have Tally installed as well to allow you to log in to your business.

Now that we are clear with the understanding of Tally and Salesforce, let’s talk about them
integration.

Tally is one of the best in inventory, accounting, and compliance software and Salesforce
being one of the best in its a category to manage customers and get detailed insight on them,
would prove to be an amazing combination to manage your business and your customers at the
same time.

How would they both benefit from each other?

We can think of this pair as an extended branch or an additional module that would serve as an
an improvement over one another by Tally adding more functionality and activities to the mix while
Salesforce adding in-depth insight over the customer relationship.
Each of them is although  completely capable of performing their own tasks perfectly but when
combined, allow for superior control over activities and provide a bird’s eye view of the
business with an option to drill-down to get deeper analysis over everything.
The details of the integration

The way integration in Tally works is that it gets XML requests from a client and sends a
response based on the request to the client and the same goes to/from the server over HTTP.
The requesting application can either receive data or store data.
As for Salesforce, the integration it provides includes a few different APIs namely SOAP APIs
and REST APIs which in turn allows support for XML request and response over HTTP, allowing
sending and receiving data from one application to another.

Conclusion

The integration between Tally and Salesforce can be achieved but with a bit of work as the
integration between them is not ready-to-use and requires a bridge to be built beforehand. But
nevertheless, that can be done as the benefits outweigh the hassles and Tally could definitely
use some help from Salesforce tracking it’s customers and prospects, giving them the much
needed attention they deserve which they might not be getting.