CRM

Salesforce

Connecting your Okanagan website to the world's leading enterprise CRM. Salesforce integration ensures that web leads, customer interactions, and business data flow seamlessly between your site and your sales team's workflow.

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Integrations

What is Salesforce?

Salesforce is the world's leading enterprise CRM platform, used by businesses of all sizes to manage customer relationships, track sales opportunities, automate marketing, and generate business intelligence. Integrating your website with Salesforce means web-generated leads, form submissions, and customer interactions automatically flow into your CRM for tracking and follow-up.

Our Approach

Why I use Salesforce

For Okanagan businesses already using Salesforce — or those with complex sales processes that need enterprise-grade CRM — connecting the website directly to Salesforce ensures no lead is lost and every customer interaction is tracked. Web inquiries become Salesforce leads automatically, and the sales team works from a single source of truth.

Capabilities

Key features

What Salesforce brings to your project.

Lead Capture Integration

Website form submissions automatically create Salesforce leads with full source tracking and assignment rules.

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Opportunity Tracking

Track deals from web inquiry through to closed sale with full pipeline visibility and forecasting.

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Custom Object Sync

Sync website data with Salesforce custom objects — bookings, properties, orders, memberships — for unified records.

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API Integration

Full REST and SOAP API access for deep, custom integrations between your website and Salesforce.

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Reporting Dashboards

Powerful reporting on web-generated leads, conversion rates, and ROI across all your marketing and sales activities.

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Tech Stack

Related technologies

Next.js

Building fast, SEO-friendly web applications with Next.js for Okanagan businesses. Server-side rendering, static generation, and modern React architecture.

Node.js

Building fast, scalable server-side applications with Node.js for Okanagan businesses. JavaScript on the server for seamless full-stack development.

Clerk

Drop-in authentication and user management with Clerk for Okanagan applications. Secure login, social sign-on, and user profiles out of the box.

Google Analytics

Professional Google Analytics implementation for Okanagan businesses. Event-based tracking, conversion goals, and audience insights to understand your visitors and grow your business.

Web Application Development

Custom web applications built with Next.js, React, and TypeScript. Fast, scalable, and built to solve real business problems. $100/hr in the Okanagan.

Business Websites

Professional business websites that load fast, rank well, and convert visitors into customers. Built with Next.js at $100/hr.

Ready to build with Salesforce?

Tell me what you need built. I'll give you an honest hour estimate and we go from there.

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