Efficiency and cost savings with Salesforce integrations
In a digital world, it is crucial to seamlessly connect systems for optimal business processes. As a Salesforce implementation 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.
