Salesforce in your end-to-end customer process – not as an enterprise CRM that ends at the handshake.
Connecting Salesforce – Customized and Seamless
Salesforce is the world's leading CRM platform – with Sales Cloud, Service Cloud, Marketing Cloud, and hundreds of modules. For operationally complex companies, Salesforce is relevant when CRM data should not remain isolated within an enterprise platform – but instead flow into the overall system as a basis for order control, project management, invoicing, and operational decisions. We integrate Salesforce into custom business software. No pre-built standard connection, no plug-in with limitations – but a tailored integration that perfectly fits your processes and your system.
What We Connect
| Integration Options | |
|---|---|
| 🔄 | Automatically synchronize leads, opportunities, accounts, and cases into the central system |
| 📊 | Map pipeline, revenue forecasts, service KPIs, and customer history in cross-reporting |
| 📄 | Automatically create orders from won opportunities and initiate service processes from cases |
| ⚡ | Event-driven workflows via Salesforce Platform Events – e.g., start onboarding upon opportunity closure, inform sales on case escalation |
| 🔗 | Bi-directional data exchange between Salesforce, ERP, project management, accounting, and other systems |
How the Integration Works
We work directly with the Salesforce REST and SOAP APIs – sObject API, Bulk API, Streaming API, Platform Events, and Composite API. The connection is developed as an integral part of your operating system – no third-party middleware, no workaround. What this specifically means:
| 🏗️ | Customized connection – built for your processes, not for the average |
| 🔄 | Automatic data flow – no manual data transfers between CRM and operations |
| 🗄️ | A unified data foundation – Salesforce data flows into your central system |
| 🛡️ | Secure and GDPR-compliant – based on OAuth2, encrypted, and documented |
Typical Use Case
A project service provider with 80 employees manages sales and customer service through Salesforce. The platform is powerful – but the bridge to operational business is manual. Upon winning an opportunity, the handover begins. Service cases exist in Salesforce, but the project team sees no escalations. Two systems, two truths.
Through the integration, data flows automatically in both directions. Opportunity closures generate orders and start onboarding workflows. Project status and customer feedback flow back – sales sees the complete customer lifecycle. Case escalations automatically inform project management and account management. Management sees pipeline and project performance in a single dashboard.
Part of Your Operating System
Salesforce is the most powerful CRM platform in the world. But if used in isolation, the CRM process ends at the handshake. Only as part of an integrated system does Salesforce unfold its full benefit – when the entire customer lifecycle functions seamlessly, and CRM data feeds the operational system. We develop AI-powered operating systems for operationally complex companies. The Salesforce integration is a key component of this.