CRM
Debt collection with customer data from Salesforce
Salesforce holds your accounts, contacts, opportunities and the history of each customer relationship. On request, Fortis Inkasso reviews how this data could feed into collecting outstanding invoices in Germany and Europe.
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
Once the integration has been reviewed and individually activated, Fortis Inkasso could take over customers with outstanding invoices together with their account and contact data from Salesforce, and handle payment reminders and debt collection. We report the processing status of each case back as agreed, so your sales and service teams can see where every claim 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 contact details
- Opportunities and amounts
- Customer history and activities
- 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.