Milestones
We use Salesforce as a tool to address strategic issues that you face in your organisation. After strategy comes the implementation of a technical solution. We offer both standard solutions (with custom implementation) and complex solutions that require a custom code.
Internal processes
You work for your customers but your internal organisation demands most of your time. You’re not the only one. There are many ways to improve the efficiency of internal business processes.
Continue reading to find out how Welisa can facilitate change in your organisation.
100% control over your primary process
Your business is unique, otherwise it would not exist. We can help you structure your primary business process in Salesforce. And we do this exceptionally well. You get complete control (meaning fewer errors) and you save time.
Be in control of your projects
The ultimate tool to streamline your projects. Not just a CRM, but 1 system with all the ins and outs you need. From project intake to order status and from customer communication to the internal task allocation.
Work even more efficiently with Lightning Experience
Welisa will help you with the transition to this new user interface, giving you the newest and fastest features making your business ready for the future.
Subscription Management
Does your company offer subscription services? This requires a specific design of your CRM processes. For example, for your quotation process, maintaining a 360-degree customer profile, and your monthly invoicing.
Single-Sign-On
Only having to log in once is a real relief when you work with different applications in the same network. Fortunately, this solution is easy to use: by applying the Salesforce password to other applications, or by using an external password to log in to Salesforce.
Integrate with your finance application
The more financial flows you have, the better it is that invoices are sent automatically. By having a well-integrated Salesforce and finance application, you can step back and have more of a monitoring role in these processes. Freeing up time, since you no longer have to do this manually.
Stock management
For those who don’t want to manually update stock after every deal. Welisa has helped customers process projects won and delivered through Salesforce, directly into their stock inventory.
Workflow Management
Salesforce gives us the ability to automate everything. Do three departments in your business have to work simultaneously after an event? No problem for this application, where information is available to all.
Sales & customer insights
Getting customers is probably your first priority. From quotation to follow-up: Welisa has different ways to make your sales smarter.
Tenders 2.0
Do tenders cost your staff a lot of time? Welisa has built various intelligent solutions to send out tenders and quotes.
Sales process
Following up leads is a classic stumbling block in many organisations. How do you ensure that they are called on time? Spotting potential is the first point, following this up well is point 2. You get nowhere without point 2. We can help you make your sales process clearer!
Account & Task Management
Having a complete 360ᵒ customer view enables you to improve your customer service. With this application you have an overview of your current customers and it’s easy to assign tasks to your colleagues.
Customer Loyalty
You have a new customer. What’s next? Welisa makes sure you keep your customers happy with user-friendly and customer-friendly Salesforce implementations.
Marketing Automation
Communicate well and automatically with your customer! Together we will design and build the customer journey. That’s how you improve customer engagement and satisfaction.
Smooth Checkout
Make it possible for your B2B or B2C customers to pay directly. That’s practical for all concerned. For example with a payment link in the quote or through a connection with hosted payment in the B2B-webshop or community.
Customer Support
Every customer needs some care. Also yours. Customer call with questions, complaints and requests. It all takes time. With support-solutions like Chat and Knowledge Management, Welisa helps you structure your Customer Service in a way that improves the service level for your customers and saves you time.
Help- & Support- websites
Welisa is highly experienced in setting up of Help- and Support- websites. A support website is an efficient and effective tool enabling you to serve your customers on a broader scale with queries and support.
Cooperate with external parties
As your business grows and you work increasingly with external parties, it becomes interesting to automate manual actions. Saves you time and repetitive tasks.
Integrations
Your Salesforce package is able to connect with external packages, tools and information that you would otherwise consult manually.
Single-Sign-On
Only having to log in once is a real relief when you work with different applications in the same network. Fortunately, this solution is easy to use: by applying the Salesforce password to other applications, or by using an external password to log in to Salesforce.
Docusign
Sign all your relevant documents on-line, digital and automatically.
Custom app-development
Welisa offers Salesforce-implementations, from relatively simple to very complex. From straightforward implementations to custom app development for a complicated quote process with CPQ (configure-price-quote).
App-development on Salesforce platform
There are fantastic opportunities for applications in Salesforce. Tailored for your company. Welisa has all the required knowledge and is constantly working on specific solutions for customers. What can you think of?
Mobile app-development
Can’t imagine life without a smartphone? Take Salesforce with you wherever you are. We make Salesforce accessible on your smartphone and build customised mobile apps.
Social Customer Service
Interaction with your customers is increasingly through social media. We make sure this is integrated in your Salesforce environment so that your 360ᵒ customer view is always up-to-date.