SalesForce Integration

The goal is to optimize your Customer Relationship Management. If one platform can be integrated and customize to your company’s operations, customer-base, data-management and collection, then return a tremendous amount of client response, wouldn’t you want to avail of it? Omuze helps all types of business get to know themselves and the key parts of the operation so they can manage and enforce procedures and tasks effectively.

 

Project Management

Salesforce’s scope can cover from your sales, service, marketing, distribution, to community operations. The set up is tedious to make sure that all the apps you need can be reached through one platform. Create customer services support tickets, channel marketing tasks, and even integrate the distribution of contracts.

Contact Database

A community cloud is available to store all of your customer information. More than just the basic address or contact information, Salesforce can also provide customer service functions to speed up your operations.

Custom Fields and Set-up.

Salesforce can be customized to different fields and tabs you need to store information specific to your operations. This way, you will never again miss a detail on your client’s needs and specific preferences.

Website, Docusign and Email Integration

Salesforce allows options to automatically connect to your website shopping cart or immediately collect visitor information from the Newsletter sign-up form, so that it eliminates extra data-entry costs for your business. It can also integrate your closing contracts to online versions so your vendors or customers don’t have to print, sign and scan documents. You can also send out automated thank you emails or push service requests into your staff calendar. The possibilities are limitless, and Omuze has specialized in setting up, evaluating and monitoring your Salesforce system.

User Roles and Security

To protect private company information, we also assist in creating admin and user roles with protected log-in information, so that your database and your clientele will, and forever, be yours. So from one staff to another, we will provide you support in setup and training your personnel to optimize the use of your custom operations system.