Agencies operating at the pace of demand and supply need agile systems that keep up with the complexity of everyday transactions. From accepting orders across multiple channels and managing recurring orders, to running supplier warehouses, sending purchase orders without delay, printing bag tags, forecasting demand surges, and anticipating supply shortfalls, the operational challenges are constant and interconnected. Every agency knows this and gets the best system to accomplish; but only few propels.

Finance and Accounting Integration

Sync invoices, credit notes, and payments with accounting systems to eliminate manual reconciliation and ensure real-time financial accuracy.

ERP and Product Catalog Connection

Connect ERP systems for product catalogs, pricing, and order fulfillment to keep Salesforce aligned with back-office operations.

Commission Calculations and Reconciliation

Streamline commission calculations and reconciliation with finance to reduce errors and accelerate partner payouts.

Contract and Order Management

Centralize contracts, renewals, and order management in Salesforce for end-to-end visibility and faster deal closure.

Generate documents and PDFs such as invoices, credit notes, bag tags, and truck load sheets directly from Salesforce to eliminate manual document handling.

Lead Routing and SLA Management

Automate lead routing, distribution, and SLA tracking to ensure timely follow-up and a consistent partner experience.

Partner Self-Service Portal

Enable partner self-service with Experience Cloud portals so partners can register deals, check status, and access resources independently.

Mobile Access for Sales Agents

Provide mobile apps for sales agents with offline access to ensure productivity in the field regardless of connectivity.

Partner Onboarding and Deal Registration

Accelerate partner onboarding and deal registration to reduce time-to-productivity and increase partner engagement from day one.

Campaign Management and ROI Tracking

Run targeted campaigns and track ROI with Marketing Cloud to measure partner-driven demand generation and optimize spend.

Real-Time Analytics and Revenue Forecasting

Deliver real-time analytics and cleaner revenue forecasts to give leadership accurate pipeline visibility and data-driven decision-making.

Partner Contribution and Commission KPIs

Monitor partner contribution and commission accuracy as KPIs to hold performance accountable and reward top partners fairly.

Compliance and Data Governance

Enforce compliance with audit trails, access control, and data policies to meet regulatory requirements and protect sensitive business data.

Order to Cash with Xero & Salesforce

Streamline your order-to-cash process without switching tabs. Sync customer data, invoices, and credit notes directly between Salesforce and Xero, giving your teams complete financial visibility from a single platform.

Salesforce Sales Cloud is a CRM platform designed to streamline the sales process and boost revenue. It helps sales teams manage leads, opportunities, accounts, and contacts in one place. With features like AI-powered insights, forecasting, automation, and customizable dashboards, Sales Cloud empowers teams to close deals faster, improve collaboration, and build stronger customer relationships across the entire sales journey.

The industries we serve

Business Processes Transformed in Salesforce

Connect financial and operational systems seamlessly.

Enable better partner experiences and collaboration.

Drive insights, compliance, and business growth.

Supplier Self-Service Portal

Empower suppliers with a centralized self-service portal to manage dispatches, orders, documentation, pricing updates, and customer requests through a streamlined and efficient digital experience.

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Real-time visibility into daily dispatches

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Easy setup of recurring purchase orders

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Streamlined complaint management

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QR-enabled bag tag printing with custom supplier branding

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Simplified order amendment submissions

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Efficient price revision request management

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Relevant Insights

Sales Agency FAQs

Can my external portal have my website themes and colours?

Salesforce’s Digital Experience provides external portal for your customers & partners. Digital experience allows custom themes which can be identical to your website.

Is there a way for me to expose Salesforce data to partners?

Salesforce has portal service Digital Experience which allows you to share limited set of your Salesforce data to partners. These portals can be customized to fit your business & licensing requirements.

Can Salesforce send SMS?

Salesforce can be extended to send SMS through third-party integrations such as Twilio and MessageBird. SMS can be triggered automatically based on workflows, such as appointment reminders, follow-ups, or status updates. Additional charges apply depending on the SMS provider and volume used, which we can help you assess during the solution design phase.

Can Salesforce integrate with multiple systems & sync information both ways?

Salesforce integrates with multiple external systems using its robust API framework and integration capabilities, supporting bi-directional data synchronisation to keep information consistent across your technology ecosystem.

Is it possible to hide leads and opportunities of different sales representatives?

With Salesforce sophisticated record sharing rules and role hierarchy, you can hide and show data to sales representatives as per your business requirements.

Can I sync my email inbox and calendar into Salesforce?

Salesforce’s native tool Einstein Activity Capture (EAC), you can sync & see all of your Outlook/ Gmail data in Salesforce.

Can I get Salesforce report information in my inbox every morning?

Yes, with Salesforce’s schedule email functionality you can get report information in your inbox at your convenient time.

Can Salesforce print PDFs from documents and create spreadsheets?

Salesforce native technology allows you to generate and print documents and spreadsheets. If you are looking for a more complex one you can have custom apps which does complex document generation including e-signs.

Can Salesforce reports be exported as spreadsheets?

Salesforce allows you to export any report as a CSV or Excel file directly from the reports interface. You can also schedule reports to be emailed to you or your team automatically at a set time, so key data lands in your inbox without any manual effort.

Salesforce clouds we live in

Our Salesforce services

The industries we serve

Featured industry solutions

The industries we serve

Business Processes Transformed in Salesforce

AI-Driven Customer Service Experience

AI-Driven Ordering & Invoicing Assistance

AI Driven Customer Engagement

Predictive Analytics & Operational Insights

Digital Ordering Experience

Supplier Portal

Operational Platform Upgrades

Core Platform Implementation

Connect financial and operational systems seamlessly.

Enable better partner experiences and collaboration.

Drive insights, compliance, and business growth.

Supplier Self-Service Portal

Relevant Insights

What Is Experience Cloud? How Is It Helping Businesses?

What Are Contracts and Orders in Salesforce?

Price Book, Price Book Entries, Opportunity Line Item and Opportunities

Sales Agency FAQs