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.

Being added: on request

Markets: Germany · Europe · USA

Other systems on request

Apart from DATEV and Lexware Office, which you connect yourself in the portal, these systems are still being added to the Fortis system. To use one of them, please contact us through the request form or at info@fortis-inkasso.de. Until then, you can hand over open items from any system with the CSV bulk import in the portal.

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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.

Apart from DATEV and Lexware Office, these systems are still being added; to use one of them, 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 to get access to other systems

  1. 1

    Submit a request

    Choose your system and tell us briefly which receivables data you want to send.

  2. 2

    Review by Fortis

    We review your request and align the technical requirements with you.

  3. 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.

Go to the Fortis API

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.