Automatic order synchronization with Salesforce CRM
Integration of the platform with Salesforce - the CRM system brokers run their sales in. An order reaches the CRM with one click instead of manual copying.
Problem
Brokers copied order data into Salesforce by hand, which took time and led to errors. Data in the platform and the CRM drifted apart, and following up with the customer after an order was delayed.
Solution
We integrated the platform with Salesforce over a secure API connection. Orders reach the CRM automatically, with complete customer data and financial parameters - both standard leasing and Salary Sacrifice. Each broker brand has its own configuration with securely stored access keys, and the connection can be verified with one button in the admin panel.
Result
Brokers send orders with one click. Fewer errors, faster contact with the customer, better sales results, and data always consistent between the platform and the CRM.
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