n-Your sales team lives in Salesforce. So why are they still leaving it 30 times a day?
Salesforce is supposed to be the single source of truth for your sales team, but reps still jump to QuickBooks to check an invoice, to the inventory system for stock, and to the shipping portal for a tracking number, dozens of times a day. We build custom integrations, automations, and portals on top of Salesforce that turn it into what it was always supposed to be: the brain of your entire sales operation.
Your reps open Salesforce for the contact info, then jump to QuickBooks to check if an invoice was paid, then hop over to the inventory system to see if a product is in stock, then open the shipping portal to get a tracking number for a customer who's asking.
That's not a single source of truth. That's a starting point for a scavenger hunt.
What We Build on Top of Salesforce
Bring the data in
Real systems feeding real answers, right inside the account or opportunity record.
- ■Real-time inventory levels from your WMS or ERP, visible right inside the opportunity or account record, so your rep knows instantly if they can promise delivery
- ■"Has Drake Corp paid their last invoice?" Invoice and payment status from QuickBooks or NetSuite, answered without asking finance
- ■Shipping and tracking info from ShipStation or your logistics provider, right there in the account record
- ■Support ticket history from Zendesk or Freshdesk, so your rep knows if a customer just had a bad support experience before they make a sales call
- ■Custom data from any system with an API. If it has data your team needs, we can get it into Salesforce
Automate the busywork
The handoffs that used to need a person now just happen.
- ■Lead comes in from your website form? Automatically created in Salesforce with all the details, assigned to the right rep based on territory or product interest
- ■Deal closed? Invoice automatically generated in QuickBooks, onboarding task automatically created in your project management tool, welcome email sent
- ■Customer hasn't ordered in 60 days? Alert pops up on the account owner's dashboard, or an email goes out automatically
- ■Contract renewal coming up in 90 days? Task created, reminder sent, proposal template pre-filled with last year’s terms
Build on top of it
Once the data is flowing, it can go further than one screen.
- ■Custom dashboards that combine Salesforce pipeline data with financial data from your ERP, so leadership sees the real picture, not just the CRM picture
- ■Customer portals that pull data from Salesforce and your other systems, so your customers see their order history, invoices, support tickets, and account details in one self-service portal
- ■Mobile apps for your field sales team that bring Salesforce data together with inventory and route planning
A Real-World Scenario: Building Materials Distributor
15 sales reps, Salesforce for CRM, NetSuite for ERP and accounting.
Before
A rep gets a call from a contractor: "I need 200 units of product X delivered to the downtown site by Friday. What's our account balance? And did that last shipment ever arrive?" The rep puts them on hold, opens NetSuite to check inventory, opens another NetSuite screen for the account balance, opens the shipping portal to look up tracking, then goes back to Salesforce to log the call. Five minutes for a conversation that should have taken one.
After
The rep opens the contractor’s account in Salesforce and sees everything in a custom panel, then places the order without leaving the screen. The order syncs to NetSuite, the invoice generates automatically, the shipping label is created in ShipStation, and the contractor gets a confirmation email. One tab. One minute. Done.
- ■Product X: 847 units in stock, available for next-day delivery
- ■Account balance: $12,400 outstanding, last payment received 3 days ago
- ■Last shipment: delivered yesterday, signed by Mike on site
How This Connects to the Bigger Picture
Salesforce integration is often the starting point. Once your sales team has everything they need in one place, the next question is usually: can we do this for our customers too?
That's where our self-service portals come in. Same data, same systems, but now your customers can access it themselves.
See how we Uber-ize businesses with self-service portals →
Tools We Commonly Connect with Salesforce
More on Salesforce
Deeper write-ups on specific parts of Salesforce and what we build around each one.
Using Salesforce and feel like your team is still doing too much manual work?
Tell us what's slowing them down. We'll tell you what's realistic to fix. And if it's not Salesforce that's the bottleneck, that's fine too, we automate whatever's manual in your business, not just your CRM.
Let's Talk