1. Services

    Salesforce Financial Process Integration

    Building an integration between Salesforce and your financial solution allows you to manage your data from a single source; having financial information in your accounting system & another system for your customer service is not helping customer service. In order to gain an full overview of your customer, you need to have all the information in one place.

    • SalesFix knew what questions to ask to help us think about what we wanted to get out of the system. They took the time to understand every aspect of our business and left no stone unturned. Our CRM and ERP integration makes us more streamlined than ever before, saving an approximate $275K per year on wages and allowing those funds to be pumped back into the Charity

      Shay McAuley
      St John Ambulance
  • Some Benefits

    • A fast integration setup

    • Smooth and easy data mapping

    • The right schedule and sequence for your data transfers

    • An efficient way to handle errors

    • Systems that are always in sync

    • Integrations that automatically follow the updates and upgrades of the systems

    • A solution that will grow as your company grows

    • No rekeying of data

    • Saves significant resource time on non value added task.

  • Outcomes for you

    • Reduce double handling

    • Assign invoices to projects directly in Salesforce

    • One view for everything = better customer service

    • Salesforce Gold Consulting Partner

      As one of only a handful of Salesforce Gold Consulting Partners in Australia, SalesFix transforms businesses and connects customers, partners andemployees with streamlined systems.

  • Your Salesforce® Financial Process Integration

    • Consultation

      Vital to your success, we take a collaborative approach to ensure we fully understand your business objectives.

    • Implementation

      Our processes document everyday activities, allowing us to swiftly integrate financial processes.

    • training

      We provide training and support to help you realise the effectiveness of Salesforce® financial software integration.

    • Get more effective and profitable sales processes.

      Contact Us