Salesforce-AlayaCare Connector
To connect Salesforce & AlayaCare
Attract new Leads and nurture existing customers with the power of Salesforce; meet their healthcare, homecare and other service needs with the power of AlayaCare.
Top features of the Salesforce-AlayaCare connector
Here are some of the features of the Salesforce-AlayaCare Connector:
- Attract new Leads and nurture existing customers with the power of Salesforce.
- Meet their healthcare, homecare and other service needs with the power of AlayaCare.
- Salesforce reports and automations based on AlayaCare data.
- No more manual data entry.
- Customization of the connector based on your needs.
- Annual subscription per organization.
Powerful integration between Salesforce and AlayaCare
From Sales to Service, seamlessly:
- Leads/Accounts in Salesforce are created as Clients in AlayaCare.
- Work Orders in Salesforce are created as Tasks in AlayaCare.
Leads/Accounts and Work Orders can be captured via:
- Web forms / App forms
- Phone system / integration
- Salesforce Marketing Cloud / Pardot
- Manual entry
- Other sources
AlayaCare client feedback available in Salesforce reports and automations
Based on the AlayaCare API, some default fields and custom fields can be mapped and made available in Salesforce. For example:
- Has the client purchased a service?
- Has the client refused a service?
- Why?
- Etc.
With this information now in Salesforce, you can create reports to see what is happening business-wide, in order to:
- Create reports to optimize business practices and offerings.
- Create Salesforce automations to re-engage and nurture clients based on their feedback.
Two-way record updates
Is it the right address? The right phone number? When was that updated? Why is the information not the same across our systems?
With the two-way sync of the connector, the information is always up to date. Whether a record is updated with new information in Salesforce or AlayaCare, the information is quickly synced up with the other system.
