Salesforce · CRM
A CRM that stays current without the typing.
Salesforce is only as good as the data in it. Reps spend time logging activity, and records drift out of sync with the rest of the business.
Where manual work happens
Great tool. Lots of work around it.
Logging calls, emails and form fills manually
Remembering to follow up after activity
Fixing duplicate or outdated records
Example automations
Watch Salesforce work for you.
Three examples of what we could build around Salesforce. Names and numbers are fictional.
Example 01 · Record updates
Records that update themselves.
Form fills, emails and orders update the right contact, account and opportunity automatically.
- 1Activity happens
- 2Contact matched
- 3Fields updated
- 4Opportunity moved
- 5Owner notified
Website
Waiting…
OLAM
Waiting…
Salesforce
Waiting…
- 09:41Form submitted
- 09:42Contact matched
- 09:43Stage set to Qualified
0
Records updated today
Example 02 · Follow-up triggers
Follow-ups that never slip.
External activity — a proposal opened, a payment made — triggers the next step for the right rep.
- 1Proposal opened
- 2Activity logged
- 3Task created
- 4Rep reminded
- 5Follow-up sent
Alder Co. · Priya
Example 03 · Data sync
CRM and billing, always in agreement.
Accounts are compared to your billing system so missing or mismatched customers are fixed before they cause problems.
- 1Accounts read
- 2Billing compared
- 3Records matched
- 4Gap found
- 5Record queued
Ready to automate the work around Salesforce?
We review your process and tell you honestly what's worth automating.
Beyond this list
Don't see your platform listed?
These are just a few tools we work with. We also build custom automations for many other tools, internal systems, APIs and custom software.
Other tools
CRMs, help desks, ERPs, shipping and scheduling apps.
APIs
Any service with an API or webhook we can connect to.
Internal systems
Databases, shared drives and in-house tools.
Custom software
Older or one-of-a-kind systems built just for you.
Other platforms
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