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Efficiency and cost savings with Salesforce integrations

Connecting applications with Salesforce can enable you to automate certain activities within your business. By using a Salesforce integration partner like Welisa, you can easily manage all information from multiple platforms under one roof.

In a digital world, it is crucial to seamlessly connect systems for optimal business processes. As a Salesforce integration partner, we at Welisa ensure that your organization not only benefits from Salesforce but also from smart integrations with other systems. This allows you to save time, reduce costs, and increase your ROI.

The power of integrations

An efficient connection between systems enables automatic data exchange, eliminating the need for manual data transfer. This speeds up processes, minimizes errors, and lowers operational costs, ultimately resulting in a higher ROI.

Practical Examples of Integrations

Invoice processing

After an order is placed in Salesforce, an invoice is automatically generated in an accounting package, such as AFAS or BusinessCentral. Everything is tracked in Salesforce, from shipping to payment.

Order processing

When an opportunity is won, the order is directly forwarded to a production system like Exact Online. The order status is then synchronized with Salesforce.

Creditworthiness check

A credit check can be performed via Salesforce with partners such as Graydon or Atradius, after which the result is automatically returned to Salesforce.

Connection to marketing and sales systems

Integrate leads from external sources into one central platform. This way, you manage your sales processes without missing or forgetting a lead. Good integrations can also optimize your marketing, ensuring a better customer experience.

Filling in company data

Missing company or personal data can be automatically supplemented through external sources such as the KVK (Dutch Chamber of Commerce), CompanyInfo, or RDW. Salesforce retrieves this information as soon as a lead comes in. This process of data unlocking to external portals ensures that internal data becomes accessible to external sources, allowing relevant information to be retrieved and processed immediately.

Broad integration possibilities

We can connect virtually any system to Salesforce, whether it’s a cloud service or a local system. Depending on the situation, we use methods such as APIs, middleware (e.g., Mulesoft), or Salesforce tools like APEX and Flow.

With Welisa as your Salesforce integration partner in the Netherlands, you take a step toward efficiency and growth through well-thought-out connections and smart integrations.

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Henk

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Call: +31 85 130 49 35

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Expertise About us Salesforce integrations (blog)

+31 85 130 49 35 info@welisa.com

Citadel 28-3, 3905 NK Veenendaal

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