Your sales team lives in Salesforce. So why are they still leaving it 30 times a day?

Salesforce is supposed to be the single source of truth for your sales team. But let's be honest - it's one tab among many. Your reps open Salesforce for the contact info, then jump to QuickBooks to check if an invoice was paid, then hop over to the inventory system to see if a product is in stock, then open the shipping portal to get a tracking number for a customer who's asking.

That's not a single source of truth. That's a starting point for a scavenger hunt.

We fix that. We build custom integrations, automations, and even portals on top of Salesforce that turn it into what it was always supposed to be - the brain of your entire sales operation.

What We Build on Top of Salesforce

Bring the data in:

Real-time inventory levels from your WMS or ERP, visible right inside the opportunity or account record. Your rep knows instantly if they can promise delivery
Invoice and payment status from QuickBooks or NetSuite. "Has Drake Corp paid their last invoice?" Your rep can answer without asking finance
Shipping and tracking info from ShipStation or your logistics provider. Right there in the account record
Support ticket history from Zendesk or Freshdesk. Your rep knows if a customer just had a bad support experience before they make a sales call
Custom data from any system with an API. If it has data your team needs, we can get it into Salesforce

Automate the busywork:

Lead comes in from your website form? Automatically created in Salesforce with all the details, assigned to the right rep based on territory or product interest
Deal closed? Invoice automatically generated in QuickBooks. Onboarding task automatically created in your project management tool. Welcome email sent
Customer hasn't ordered in 60 days? Alert pops up on the account owner's dashboard. Or an email goes out automatically
Contract renewal coming up in 90 days? Task created, reminder sent, proposal template pre-filled with last year's terms

Build on top of it:

Custom dashboards that combine Salesforce pipeline data with financial data from your ERP. Leadership sees the real picture, not just the CRM picture
Customer portals that pull data from Salesforce and your other systems. Your customers see their order history, invoices, support tickets, and account details in one self-service portal
Mobile apps for your field sales team that bring Salesforce data together with inventory and route planning

A Real-World Scenario

Picture a building materials distributor. 15 sales reps. They use Salesforce for CRM and NetSuite for ERP and accounting.

Before

A rep gets a call from a contractor. "Hey, I need 200 units of product X delivered to the downtown site by Friday. Also, what's our account balance look like? And did that last shipment ever arrive?"

The rep puts them on hold. Opens NetSuite - checks inventory. Opens another NetSuite screen - checks account balance. Opens the shipping portal - looks up tracking. Goes back to Salesforce to log the call. Five minutes for a conversation that should've taken one.

After

The rep opens the contractor's account in Salesforce. Right there in a custom panel they see:

Product X: 847 units in stock, available for next-day delivery
Account balance: $12,400 outstanding, last payment received 3 days ago
Last shipment: delivered yesterday, signed by Mike on site

The rep answers every question without leaving Salesforce. Places the order from within Salesforce. The order syncs to NetSuite. Invoice generated automatically. Shipping label created in ShipStation. Confirmation email sent to the contractor.

One tab. One minute. Done.

How This Connects to the Bigger Picture

Salesforce integration is often the starting point. Once your sales team has everything they need in one place, the next question is usually: "Can we do this for our customers too?"

That's where our self-service portals come in. Same data. Same systems. But now your customers can access it themselves.

→ See how we Uber-ize businesses with self-service portals

→ See how we make support teams omniscient

→ See how we help businesses sell online