Business systems

Salesforce Integration & Automation

For teams standardised on Salesforce, we build the capture, routing and follow-up layer around it and keep the data model clean.

What we build with Salesforce

  • Lead capture from ads, web and chat into Salesforce with attribution
  • Flow automation for assignment, follow-up and stage hygiene
  • Integrations with calling, SMS, WhatsApp and calendars
  • Reports and dashboards on speed-to-lead and pipeline velocity

Where it fits in a revenue system

Salesforce is one of the systems of record or automation layers we connect inside a revenue system. The goal is one clean flow of data: lead in, CRM record, follow-up, booking or order, revenue reported, with Salesforce doing the job it is best at and nothing duplicated.

Salesforce integration, flow automation and lead routing for teams on Sales Cloud, connected to ad channels, forms, calling and reporting.

Questions we get asked

Do you replace Salesforce?

No. If your organisation runs on it, we make it work harder by fixing what feeds it and what follows up from it.

Can Salesforce and Technovier CRM work together?

Yes, in a hub-and-spoke setup where the CRM handles high-volume front-line follow-up and Salesforce stays the system of record.

Do you integrate Salesforce with Technovier CRM?

Yes, where it adds something the CRM does not already do. We map the fields, decide the direction of sync, set ownership rules and test the handoffs before anything goes live.

See how it would fit your funnel

Fifteen minutes on what you run today and where this sits in it. No proposal until we have seen your system.

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