Mastering the end-to-end customer journey
In many organizations, valuable customer data is trapped in silos. Marketing, sales, and service each operate in their own systems and processes, which causes coordination to break down. The result: duplicate work, missed opportunities, and customers who have to repeat themselves every time they make contact.
At Welisa, we believe a strong customer relationship starts with a well-designed process. We help you break down those silos by consolidating your entire commercial and operational chain into a single integrated Salesforce platform. That way, your whole team works from the same source of truth, and you create a consistent customer experience that directly contributes to your results.
Control across the chain: from sales to execution
Make decisions based on data
Instead of relying on gut feeling, you get direct visibility into the performance of your full commercial pipeline. You can see exactly where opportunities sit and where processes are slowing down, so you can make targeted adjustments to improve returns.
One source of truth for every department
When sales, service, and marketing work in the same system, the friction disappears. Sales knows exactly which content a lead has engaged with, and service can immediately see what specific commitments were made during the sales cycle.
Automating administrative tasks
We eliminate repetitive manual tasks through smart workflows and AI applications. Your team spends less time on data entry and more time building valuable client relationships and growing deal value.
Gain control?
What this means for your organization
Predictable sales and higher conversion
- Warm leads handed off to sales, ready to close
- Error-free quotes for complex products
- Clear, up-to-date visibility into the active pipeline
Efficient service and customer retention
- Faster resolution via 360° customer view
- Service requests routed directly to the right expert
- Proactive service based on real-time data
Profitable field service
- Higher first-time-fix rate
- Lower travel costs through intelligent routing
- Real-time visibility into work orders and inventory
Our specializations in customer processes and engagement
We integrate the right Salesforce components to address your specific process challenges. Our focus is always on reducing complexity for the end user.
Marketing Cloud
Measurable ROI on your marketing spend. Stop broadcasting to everyone and start delivering personalized customer journeys that effectively prepare leads for sales conversations.
Sales Cloud
Get control of complex sales cycles. We build a process that helps you manage long-running deals with multiple stakeholders and complex pricing models.
Service Cloud
From cost center to competitive differentiator. Centralize your customer contact and increase the efficiency of your support team through smart case management and knowledge management.
Field Service
Connect your back office directly to field operations. Optimize your field team with intelligent scheduling, mobile work orders, and real-time access to equipment history for your technicians.
+28% hogere forecast-betrouwbaarheid binnen 4 maanden
De verbeterde forecast-betrouwbaarheid bij Vredo kwam niet voort uit één losse optimalisatie, maar uit een samenhangende Data & AI-aanpak binnen Salesforce. Diezelfde structuur is toepasbaar in iedere organisatie waar data strategisch wordt ingezet.
Vertrouwd door organisaties als
The architecture behind successful engagement
A standard CRM setup often falls short for companies with complex products or deep chain integrations. Effective customer management requires a well-considered architecture in which Salesforce is connected to your ERP and other core systems.
We look beyond the buttons in the software. We analyze how data flows through your organization and where the real bottlenecks are. Drawing on our experience in sectors where precision and logistics go hand in hand, we know how to configure technology so that it supports your people rather than getting in their way. The result is a foundation that is ready for growth and innovations such as AI.
Strategic insights on customer processes & engagement
Verdiep je in Salesforce
Ontvang het executive stappenplan voor een samenhangende strategie binnen Salesforce.
Jaäl Pekelder
Sales Consultant
Four steps to scalable success
A successful implementation is not about switching on as many features as possible, it is about finding the right balance between people, processes, and technology. We follow a structured methodology that manages risk and ensures we are not simply building software, but designing a process that directly supports your business objectives.
Discovery & process analysis
We start by mapping the current pain points in your customer journey. Where is margin leaking, and where is communication breaking down between your departments?
Strategy & blueprint
We design the data model and process flows needed to support healthy growth. This forms the foundation for a scalable configuration without unnecessary custom development.
Build & integration
In sprints, we build and automate the solution. We establish the connections with your ERP system and make sure the technology delivers on what we defined in the strategy phase.
Adoption & support
Software only works when people actually use it. We train your team and stay involved to continuously refine the system for maximum results.
Frequently Asked Questions
How do we determine which Salesforce licenses we need?
We focus exclusively on the processes you want to support, not on the vendor’s sales brochure. Because we advise independently, we select exactly the licenses and editions that match your users’ needs. That way, you avoid paying for functionality that never gets used in practice.
What does a Proof of Concept (PoC) involve at the start?
During a PoC, we build a small, working component of the system specifically for your business process. Rather than discussing abstract theories, you and your team can literally click through a test environment. This proves technical feasibility and business value before you commit to a full engagement.
Why would I consolidate all customer processes on a single platform?
By uniting marketing, sales, and service, you eliminate information gaps. Every team member works from the same customer view, which leads to faster decision-making, fewer errors, and higher customer satisfaction.
How do you handle complex sales cycles and pricing?
Drawing on our background in manufacturing, we bring extensive experience with complex sales processes. We never start building blind, we first map and streamline your process thoroughly. Then we build exactly what is needed and set up the right integrations, for example with your ERP. This allows a dealer or sales rep to configure a product without errors, with the order landing correctly in your ERP for production.
Will this fit within our current IT landscape?
Absolutely. We build integrations that connect logically to your architecture. We have deep knowledge of systems such as SAP, Ridder iQ, and AFAS, ensuring data flows accurately between your core applications at all times.
How do you ensure that employees actually adopt the system?
We focus on ease of use by automating administrative tasks as much as possible. In addition, we bring users into the process early and offer targeted training, so the added value for their daily work is immediately apparent.
