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.
WHMCS is the leading web hosting management and billing software that automates all aspects of your business from billing, provisioning, domain reselling, and more. It helps businessWHMCS Integrations
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It's easy to connect Salesforce + WHMCS 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.
Triggers whenever a new client occur.
Trigger when new invoice created.
Triggers whenever a new order created.
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.
Creates a new client.
Creates a new invoice.
Creates a new ticket in WHMCS.
Integration of Salesforce and WHMCS enables the hosting companies to provide their clients with effective web hosting services along with advanced customer relationship management sputions. Salesforce is used as the CRM spution while WHMCS is used as the billing spution. Integration between Salesforce and WHMCS enables the hosting companies to enhance the overall quality of services that they provide to their clients. They can now easily manage all of their billing related activities in a single platform. They can easily record the usage of bandwidth, storage, data transfer, etc., of each client and generate detailed expenses reports. Similarly, they can also record their client’s payment details in Salesforce and create invoices. This integration results in efficient business processes due to elimination of duplicate data entry work.
Integration of Salesforce and WHMCS enables the hosting companies to offer a variety of benefits to their clients such as:
The hosting companies can easily provide several advanced features through this integration to their clients such as usage monitoring, instant renewal reminders, bandwidth management, etc., which are not offered by any other hosting company. Thus, they can easily differentiate themselves from others and attract more clients.
The hosted clients can easily view all their invoice details related to their hosting services, bandwidth usage, data transfer charges,etc., in a single dashboard using Salesforce. They can also see all the other important information related to their hosting services such as server details, storage details, etc., without having access to any other system. This helps them to monitor their accounts more effectively without having to contact the technical team repeatedly for getting these details. This ultimately improves their customer experience.
The hosted customers can now manage their accounts seamlessly across multiple platforms through integration of Salesforce and WHMCS. They no longer need to login to different websites or applications for viewing their invoices or for creating new ones. This integration provides them with a unified view of all their account related activities across different systems.
Since the hosted customers are provided with a single unified interface for managing all of their account related activities across different systems, this integration also results in efficient business processes within the organization. The employees are able to complete various tasks more quickly due to reduction in time spent on handling duplicated data entry work. Moreover, if any new features are added to the existing systems, then only one set of changes needs to be made for all such systems including Salesforce and WHMCS. Thus, there will be no risk of any errors due to manual changes made without proper testing or documentation.
Salesforce and WHMCS integration enables the hosting companies to improve the overall quality of service that they can offer to their clients along with enhancing customer satisfaction levels. This integration helps in improving business processes by eliminating duplication of data entry work as well as reducing risks associated with manual changes done without proper testing or documentation due to lack of integration between various systems in an organization.
The process to integrate Salesforce and WHMCS 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.