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 AlayaCare Connector

Top 5 reasons

to use the Salesforce-AlayaCare connector

 Top 5 reasons to use the Salesforce to AlayaCare connector

1. Salesforce Leads, Accounts, and Work Orders become AlayaCare Clients and Tasks

Salesforce has a lot of tools to bring in new Leads and customers. With the connector, Leads, Accounts and Work Orders can be automatically created as Clients and Tasks in AlayaCare. The Leads/Accounts can come from:

  • Web forms / App forms
  • Phone system / integration
  • Salesforce Marketing Cloud / Pardot
  • Manual entry
  • Other sources

If you have Salesforce and would like to use these Lead capture methods, we can also help you set them up.

2. Client feedback is available in Salesforce for reporting

Based on the AlayaCare API, information gathered about Clients who accepted or refused services can be shared in Salesforce, enabling you to create reports about service feedback, refusals, and other data that can be used to improve your services and optimize operations.

3. Salesforce automation can be used to re-engage and nurture Leads and Accounts

Using the information shared between Salesforce and AlayaCare, you can setup automations to re-engage and nurture Leads and Accounts based on their feedback, status, and more to generate more business.

4. No more double data entry

With both platforms connected, your sales or customer care teams don’t have to do double data entry to create or update Leads, Accounts or Clients. This is a huge time saver which also reduces the risk of data entry errors and increases your operational efficiency.

5. We can customize the connector to your needs

By being both a Salesforce partner and an AlayaCare partner, we have a deep knowledge of the APIs of both platforms. This enables us to further customize the connector based on the current and future needs of your organization.

Features of the connector

Salesforce Leads, Accounts, and Work Orders automatically created as Clients and Tasks in 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

If you want to use these methods, we can help you set them up.

Screenshots Salesforce AlayaCare Connector Work Orders Tasks

AlayaCare Client feedback available for Salesforce reporting and automation

Based on the AlayaCare API, some default fields and custom fields can be mapped and made available in Salesforce. For example:

  • Has the Client ordered/purchased a service or not?
  • If the Client has refused a service, did he/she provide a reason.
  • Etc.

With this information now in Salesforce, you can create reports to see what is happening business-wide, in order to:

  • Create reports to improve / optimize business practices and offerings.
  • Create Salesforce automations to re-engage and nurture Clients based on their feedback. These automations could be email blasts, sales tasks for your teams, etc.

Screenshots Salesforce AlayaCare Connector Feedback Refusal

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.

Screenshots Salesforce AlayaCare Connector Account Client

Need more? We can customize it for you!

If you want your integration to be different, we can customize it for you.

Contact us to tell us more about your organization’s needs and ambitions, and we’ll do everything we can to help.

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Contact us for customization

Connector customization

Subscribe to the connector!

Contact us and our team will be able to give you:

  • A subscription plan based on the right number of users.
  • White glove service for the full installation and connection of the connector.
  • Optional customization of the connector to meet the needs of your organization.

Contact us to subscribe

Buy Connector Salesforce to AlayaCare

A short demo of the connector and how to use it

Documentation and links

Flyer - Salesforce-AlayaCare Connector

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