Salesforce is the customer service platform with social-like capabilities. With Salesforce, companies can align their business processes and customer service strategies to fit their customers, employees and partners much better than before. Salesforce is a leading provider of social enterprise cloud computing solutions.
ProfitWell subscription software helps you achieve faster recurring revenue growth. Pricing and retention solutions designed for subscription and SaaS products.ProfitWell Integrations
Salesforce + Google CalendarAdd new Salesforce events to Google Calendar as detailed events Read More...
Salesforce + SlackGet Slack notifications for new Salesforce opportunities Read More...
It's easy to connect Salesforce + ProfitWell without coding knowledge. Start creating your own business flow.
Triggers the moment a new account is created.
Triggers whenever a new case is created in your account.
Triggers upon the creation of a new contact.
Triggers upon the creation of a new event.
Triggers the moment there is a new lead in your account.
Triggers upon the creation of a new opportunity.
Triggers upon the creation of a new product.
Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.
Triggers whenever a new task is created in your account.
Triggers whenever the stage of an opportunity is changed.
Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.
Create a new contact.
Create a new custom object as per your choice.
Create a new event.
Create a new lead.
Create a new opportunity.
Creates a record.
Update an existing contact.
Modify an existing custom object (of the type you choose).
Updates a existing record.
Add a new customer on your profitwell account.
Get MRR and plan info on customer.
Upgrade or downgrade subscription
Salesforce is a CRM that helps in better customer relationship management. It is a cloud-based integrated marketing and sales platform that enables businesses to manage their customer interactions.
ProfitWell is a software company that offers subscription analytics, revenue intelligence, and sales performance management tops for SaaS companies.
Salesforce’s native analytics are not enough for businesses as it only gives the top level view of the data. For a deep analysis of the data, external analytics tops are required. Salesforce has an integration with ProfitWell to bring in more visibility into a company’s revenue. Salesforce will connect to third-party analytics tops such as ProfitWell. Using this integration, businesses can get access to information such as revenue by product line, revenue by sales rep, and real-time revenue alerts. It also gives insights about when the customer churns out and what are the reasons for it. Salesforce and ProfitWell integration helps businesses to do an in-depth analysis and get to know customers better.
The benefits of Salesforce and ProfitWell integration are:
It provides better insight into a company’s business. This not only helps in gaining more profit but also helps in streamlining sales processes to increase the profit further.
It helps in improving relationships with customers by providing them personalized services. This again leads to an increased profit.
Integration of Salesforce and ProfitWell is beneficial to businesses as it helps them get better insight into their business operations and helps them understand their customers better.
The process to integrate Salesforce and ProfitWell may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.