Salesforce CRM Integration & Automation
Maximize your Salesforce investment with expert integrations. As Australia's only Harvard-educated automation consultancy, we connect Salesforce with your accounting, marketing, and operational systems. Automate workflows, eliminate data silos, and create a unified customer experience.
Why Salesforce Integration is Essential
360° Customer View
Connect all customer touchpoints - from marketing to sales to support. See the complete customer journey in one place.
Boost Sales Performance
Automate lead scoring, opportunity management, and follow-ups. Sales teams close 40% more deals with better data.
Save 75% Admin Time
Eliminate manual data entry and duplicate work. Automate workflows between Salesforce and all your business systems.
Salesforce Integration Solutions
Connect Salesforce with your entire business ecosystem
Salesforce + Accounting Software
Sync deals, invoices, and payments with Xero, QuickBooks, or MYOB
- Deal to invoice automation
- Payment tracking
- Revenue recognition
- Credit management
Salesforce + Marketing Automation
Unify lead generation and nurturing across all channels
- Lead scoring sync
- Campaign ROI tracking
- Automated nurturing
- Attribution reporting
Salesforce + E-commerce Platforms
Complete customer journey from online browse to CRM
- Order automation
- Customer history sync
- Inventory integration
- Support ticket creation
Salesforce + Support Systems
Unified customer service and sales experience
- Case to opportunity
- Support history visibility
- Escalation automation
- SLA tracking
Salesforce Integration Success
"Our Salesforce to Xero integration eliminated 20 hours of weekly admin work. Deals become invoices automatically, payments sync perfectly. Cash flow improved 50%."
Software Company
B2B SaaS, 50 employees, Melbourne
"Connecting marketing automation to Salesforce transformed our lead generation. Conversion rates up 60%, sales cycle shortened by 30%. ROI increased dramatically."
Professional Services
Legal firm, 100+ lawyers, Sydney
Maximize Your Salesforce Investment
Transform your business operations with expert Salesforce integrations