Use Cases

Discover how Deunite supports its clients with personalized and innovative Salesforce solutions, tailored to their business needs to maximize efficiency and growth.

Digital Transformation

  • Digitalizing sales and purchasing processes with integrations to e-commerce platforms like Shopify, WooCommerce, and Amazon to automate invoicing and order management.
  • Implementing solutions that automate accounting tasks, simplifying financial operations, and reducing human errors.
  • Using Salesforce or Holded to centralize all information related to sales, purchasing, and projects in one platform, accessible in real time.
  • Facilitating project management by providing clear tracking of stages, deliverables, and deadlines, enhancing team productivity.
  • Offering personalized training to ensure successful adoption of digital tools, empowering teams to maximize these platforms.

Get Onboard with Salesforce

  • Customize Salesforce to automate sales processes, track leads, and manage opportunities more efficiently.
  • Centralize customer data, enabling teams to have a 360-degree view of clients, improving customer service and retention.
  • Use Salesforce’s powerful reporting tools to generate real-time data and insights, helping businesses make informed decisions.
  • We tailor Salesforce to your specific needs, ensuring it fits seamlessly into your current workflow and scales with your business.

Business Efficiency

  • Use Holded to automate accounting tasks, ensuring accuracy and reducing manual work.
  • Implement Holded or Salesforce to streamline inventory tracking, reducing stock errors and improving management efficiency.
  • Integrate invoicing with platforms like Shopify, WooCommerce, and Amazon using Salesforce or Holded to reduce manual data entry and speed up the process.
  • Centralize operations from sales to accounting within Salesforce or Holded, giving businesses real-time access to all vital information.

Compliance with Ley Crea y Crece

  • Configure Holded to ensure accurate and compliant accounting according to the law.
  • Use Holded’s reporting capabilities to generate the necessary financial reports required by the Ley Crea y Crece.
  • Provide training sessions for businesses on how to utilize Holded to maintain compliance with the law.
  • Offer ongoing support to address any questions or issues related to compliance with the Ley Crea y Crece.
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