CRM
Collecting past-due invoices with Salesforce account data
Your Salesforce org is where accounts, contacts, opportunities and each customer's activity history come together. On request, Fortis reviews how those records could be put to work recovering past-due invoices.
Markets: Germany · Europe · USA
Integrations are being added
The integrations shown here are currently being added to the Fortis system and are not yet available for general use. If you would like to use one, please contact us directly – via the request form or at info@fortis-inkasso.de.
How Fortis works with Salesforce
If you request it, and once the integration has been reviewed and individually activated for your company, Fortis could take over delinquent accounts from Salesforce with their account and contact data and handle payment reminders and collections. We would report each case's status back as agreed, so your sales and customer success teams can see where every past-due balance stands.
These integrations are currently being added to our system. If you would like to use one, please contact us directly.
Typical data from Salesforce
- Accounts and billing contacts
- Closed-won opportunities and amounts
- Activity history
- Account owners
Which data is transferred is agreed with you when access is activated.
How access works
- 1
Submit a request
Choose your system and tell us briefly which receivables data you want to send.
- 2
Review by Fortis
We review your request and align the technical requirements with you.
- 3
Individual activation
Once approved, you send open receivables to Fortis directly from your system.
Related integrations
Prefer to connect through the Fortis API?
After review, you can link your own systems to Fortis through an individual API integration.
Salesforce is a trademark of its respective owner. Its mention describes an integration Fortis reviews on request and does not imply any cooperation with the vendor.