Integrations Support

The hub of your operations

There are many existing apps and services on the Salesforce AppExchange which can assist with all types of integrations. Alternatively, we are able to build custom integrations that can be tailored to your specific data and automation needs.

By integrating your other systems with Salesforce, the efficiency gains to your operation can be enormous, as you are able to rely on automation rather than spending time and effort with manual updates.

Improve productivity

Some of the Salesforce platform integrations we support include:

Finance

Revenue growth, cost reduction, improved compliance, and faster cash flow are all possible with a Salesforce and finance system integration. Sales and finance teams can expedite revenue operations and close deals more quickly when they have instant access to rich data.

Marketing

You can gain deeper insights into what messages and offers appeal to customers by integrating marketing with Sales Cloud. You can then use this information to regularly adjust your marketing and sales efforts. Without a doubt, this integration's greatest and largest advantage is this one.

Document Generation

Simplify the way your sales representatives draft, approve, send, and sign business documents by streamlining the process directly within Salesforce.

By using your current Salesforce environment and document automation, you can increase efficiency by spending less time creating documents and more time closing deals. In practically no time at all, teams can create and send business documents for electronic signatures. With just a click of a button.

Field Service Apps

The main goals of field service applications is to expedite work orders, choose the best mobile worker for the task and supply mobile workers with all they require to complete their jobs.

CloudPlease works with either Salesforce Field Service or Isimio to provide you with a comprehensive all-in-one platform for the complete management of your businesses field services.

Other services