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Flowgear Sync

Application & Data Integration Conference - If you couldn’t catch the sessions live, don’t worry! You can watch the recordings at your convenience

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Salesforce

Flowgear unlocks the true capabilities of Salesforce.

Salesforce is a leading CRM platform, but its potential is maximized when integrated with other systems like ERP, marketing automation, and finance tools. Flowgear enables seamless integration between Salesforce and critical business systems, automating workflows and ensuring that data flows effortlessly across departments to enhance customer engagement and operational efficiency.

Share data across the entire organization with a single source of truth.

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Salesforce > Use Cases

Practical examples and use cases where Flowgear can enhance Salesforce's use across multiple departments in your business.

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Share Data Across The Entire Organization with a Single Source of Truth

  • Integrate with Internal Systems

    Integrate Salesforce with key systems like CRM, ERP, eCommerce, and Payroll to synchronize financial data, automate workflows, and ensure accurate reporting.

  • Integrate with Customer and Supplier Systems

    Seamlessly connect Salesforce with external platforms to manage orders, track payments, and ensure customer satisfaction.

Finance and Accounting

  • Automated Data Capture from Flat Files

    Flowgear integrates Salesforce with financial systems, automating the capture and processing of data from flat files (e.g., Excel, CSV, PDF). This eliminates manual entry, ensures 100% accuracy, and provides real-time updates to support faster financial reporting and reconciliation.

  • Revenue Recognition Automation

    Integrating Salesforce with accounting platforms (e.g., QuickBooks, Xero, Sage Intacct), Flowgear automates the revenue recognition process for closed deals, ensuring accurate financial reporting and compliance with accounting standards.

  • Subscription Billing Integration

    Flowgear connects Salesforce with subscription management systems, automating recurring billing and ensuring that customer payment data is accurately reflected in financial systems.

  • Invoice and Payment Automation

    By integrating Salesforce with financial systems, Flowgear automates the invoicing process based on closed deals, ensuring that payments are processed promptly and financial records are updated in real time.

Sales

  • Quote-to-Cash Automation

    Flowgear integrates Salesforce with ERP and financial systems, automating the transition from quotes to orders and invoicing. This ensures that sales teams can close deals faster and that financial data is updated in real time.

  • Lead Scoring and Management

    By integrating Salesforce with marketing automation platforms (e.g., Marketo, HubSpot), Flowgear automates lead scoring, ensuring that only qualified leads are passed to sales teams, improving conversion rates.

  • CRM and ERP Integration

    Flowgear ensures that Salesforce is synchronized with ERP systems, providing sales teams with real-time visibility into inventory, pricing, and customer orders, allowing for faster decision-making and improved sales performance.

Marketing

  • Automated Campaign Management

    Integrate Salesforce with marketing automation platforms to synchronize leads, email lists, and customer segments. Flowgear ensures that marketing teams can automate follow-ups, email campaigns, and personalized outreach based on real-time customer data.

  • Customer Journey Tracking

    Flowgear connects Salesforce with analytics tools, allowing businesses to track customer journeys from initial engagement to post-purchase. This provides marketing teams with deeper insights into customer behavior and helps optimize campaigns.

  • Closed-Loop Reporting

    By integrating Salesforce with marketing platforms, Flowgear enables closed-loop reporting, allowing businesses to track the full lifecycle of marketing campaigns, from initial lead capture to revenue generation.

Customer Support

  • Automated Ticketing and Case Management

    Flowgear integrates Salesforce with customer support platforms (e.g., Zendesk, Freshdesk), automating ticket creation and escalation based on customer interactions. This ensures that customer support teams can manage cases more efficiently and resolve issues faster.

  • Unified Customer Data

    Flowgear syncs Salesforce with support tools to provide a 360-degree view of customer interactions, ensuring that customer service agents have all the necessary information to deliver personalized and efficient support.

  • Proactive Support Automation

    Flowgear connects Salesforce with IoT and monitoring tools, enabling automated alerts for customer service teams when product issues are detected, allowing for proactive support and reducing downtime.

Operations and Inventory Management

  • Real-Time Inventory Visibility

    Flowgear integrates Salesforce with ERP or warehouse management systems (WMS) to provide sales teams with real-time inventory data. This ensures that sales reps can offer accurate product availability information and prevent stockouts or overselling.

  • Order Processing Automation

    By connecting Salesforce with fulfillment and shipping systems, Flowgear automates order processing and tracking, ensuring that once an order is closed, it is automatically routed for fulfillment, improving delivery speed and accuracy.

  • Supply Chain Synchronization

    Flowgear integrates Salesforce with supply chain management tools to streamline order fulfillment, inventory management, and supplier communication, ensuring smooth and efficient operations.

Cross-Departmental Collaboration

  • Data-Driven Decision Making

    Flowgear integrates Salesforce with business intelligence platforms like Power BI and Tableau, enabling real-time reporting and analysis across sales, marketing, and operations. This helps leadership teams make data-driven decisions based on accurate, up-to-date information.

  • Seamless Collaboration Across Teams

    Flowgear connects Salesforce with collaboration platforms (e.g., Microsoft Teams, Slack), enabling seamless communication and project collaboration across sales, marketing, and support teams, improving efficiency and transparency.

  • Compliance and Security Automation

    Flowgear integrates Salesforce with compliance and audit tools, automating the tracking of customer data, interactions, and contracts to ensure that businesses meet regulatory requirements like GDPR and CCPA.

Benefits

Typical Benefits for Salesforce

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Copyright © 2024 Flowgear

Do you need to integrate with your internal, suppliers or customer systems?

We are thrilled to extend our deepest gratitude to all who contributed to the monumental success of Flowgear Sync 2024, pioneering integration and automation conference.

It was an absolute pleasure meeting face-to-face with our incredible customers and partners to discuss how businesses around the world are harnessing the power of platform-based integration to create efficient processes.

If you couldn’t catch the sessions live, don’t worry! You can watch the recordings at your convenience.

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