Apps and integrations

integrated everything for a 360 customer view

APPS AND INTEGRATIONS

There are thousands of products and services that can be integrated with Salesforce, making it easier to align your systems and getting your team on working from the same information.

At ION, we have helped countless clients with complex integration requirements; whether it’s a native application built on-platform, or requires access to a full set of web services, our team has the knowledge to help create one seamless system.

Whatever the need, harmonising systems and removing manual work or duplication can vastly improve your productivity and profitability.

DocuSign

ION has completed many DocuSign integrations for clients, in fact, it’s probably our most commonly integrated app. By automating the contract process you can close deals faster and have securely stored contracts that you can access at any time.

Talkdesk™

Whether it is sales or service, phone integration with Salesforce can improve productivity and ensure that you are getting complete visibility of customer interactions. Talkdesk provides a fully integrated solution that improves sales performance and transforms customer satisfaction.

Conga

With Conga you can create a series of digital documents and templates which align with your brand and communications.

Send documents directly to your customers and have them sign electronically for a paperless service. With a flexible interface, Conga is easy to use and helps you deliver the same high standard to all your customers.

To ensure all communications are captured in one place without duplication, align Conga with your Salesforce, for a seamless alignment of systems that will help enable you to get the most from Conga.

Creditsafe

Sometimes it’s necessary to check information on a potential customer or augment records with additional data, with Creditsafe, you can do this quickly and easily to help protect your business's financial stability. Easily integrated with your other systems, CreditSafe provides an effortless solution that fits straight into your business processes.

Slack

Now part of the Salesforce family, Slack integrates directly with Salesforce and allows teams to collaborate. More functionality is on the horizon and ION is working closely with clients to rollout Slack within their business processes.

Accounting and Finance

Align all the teams across your business and build a complete lead-to-ledger solution. Get full traceability, reduce duplication, and track the entire customer journey. Use one system to convert opportunities into orders, orders into invoices, and invoices into recognised payments.

From complete no-platform solutions to API integrations, ION’s team of cloud-accounting specialists can help deliver an end-to-end solution for your business.

Talk to us about APPS & integrations

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