Business systems
Salesforce
A CRM platform for customer-facing business processes.
Where it fits in our work
We connect approved workflows around leads, opportunities and service records while respecting the client's data model and access rules.
How we choose and apply it
We map the existing records, owners and approvals before connecting a new workflow. Availability of a connector does not establish permission: credentials, licences, data access and exceptions are checked for the specific deployment.
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