Salesforce Cloud is a customizable CRM platform that enables users to forecast revenue and track leads with a focus on sales and support.
The Salesforce Sales Cloud integrates with external business solutions such as Zendesk, SAP, and other key ERP, sales, and accounting solutions.
The billwerk Salesforce integration – billwerk Tutorial
Marketing | CRM
For seamless lead management
When connecting Salesforce to billwerk, you can view and edit all customer and contract data in Salesforce. New customers and contracts, and any changes you make to them in either Salesforce or billwerk, are automatically synchronized with the other platform automated through the API integration. This guarantees that your employees work seamlessly in their familiar system.
Salesforce in billwerk
- Customer contracts can be created and managed directly in Salesforce, as can contract up- and downgrades. You can also create new contracts directly in SalesForce, view and edit contract details and the contract account.
- Customers can be created directly in Salesforce, the information is automatically transferred to billwerk.
This is how you integrate Salesforce into billwerk
For the integration, the setup of SalesForce and further information about the integration please contact us under billwerk-contact.