From lead to client
At the moment that a lead in Salesforce converts to an account, that account will automatically be created as a client in Timewax. All relevant data like industry, address and account manager will be synced to Timewax.
From opportunity to project
The integration let’s you define when an opportunity in Salesforce should be created as a project in Timewax. You can set this at a ‘win’ with a probability of a 100%, but also, for example at a probability of 80%.
The Salesforce Professional edition allows you to break down opportunities based on products, prices and quantities. The integration let’s you to define how this translates to activities within projects.
Do you want to see the Salesforce integration in action?
Because you can, for free, for 30 days. You can try all the other features of our software as well, with no strings attached and no credit card required. Don’t hesitate to reach out for help. Start saving time today.