Salesforce is a powerful CRM platform that helps businesses manage and automate customer processes. But what if you use other systems besides Salesforce? How do you make sure everything works together smoothly without wasting time on manual work and duplicate data entry?
Vloeiend IT specializes in developing integrations with the Salesforce platform. such as Microsoft 365 and financial software including Twinfield or Exact. As a result, you always have the right information in all systems and offer customers a seamless experience.
Why is Salesforce Integration Essential?
Many companies use multiple systems for their day-to-day operations. Salesforce can manage customer data and processes, but without proper integration with other systems like Microsoft 365 or financial tools, you’ll have to constantly switch between platforms. This leads to inefficiencies and can increase the likelihood of errors.
Benefits of Integration
- Efficiency: Automatic data exchange reduces manual entry and makes processes faster.
- Reliable data: Information is always up-to-date, no matter where it is entered.
- Improved customer experience: You can serve customers better because all your systems are connected.
- Faster decision-making: Integrated data provides instant insight, allowing you to make strategic decisions faster.
Integration with Microsoft 365
Microsoft 365 is one of the most widely used productivity and collaboration suites. Integrating Salesforce with Microsoft 365 makes it easier for your employees to communicate and collaborate.
By connecting files from SharePoint directly to Salesforce records, you save time and ensure that important customer information is always at your fingertips, without having to switch systems.
Integration with Twinfield and Exact
At Vloeiend IT, we ensure that your sales and customer management data from Salesforce is directly synchronized with your financial administration in Twinfield or Exact.
This integration gives you quick insight into payments, invoices and customer data, which not only makes your finance department more efficient, but also provides your sales team with important information. This way, every department gets the right information and you avoid errors due to manual data transfer.
Why Vloeiend IT?
As a certified Salesforce and Twinfield partner, Vloeiend IT has extensive experience in implementing complex integrations. We offer tailor-made solutions that fit the exact needs of your organization and help your systems work together seamlessly.
Contact us
Would you like to know more about how Vloeiend IT can integrate your Salesforce platform with systems such as Microsoft 365, Twinfield or Exact? Contact us to find out how we can help your organization grow with reliable and efficient integrations. Let’s look together at how we can streamline internal processes in your company and help your business grow.