SyncCloud Managed Integration

Salesforce meets on-premises ERP — without the manual handoff

For Nordic mid-market companies running Salesforce as their CRM alongside Visma Business on-premises. Standard integration tools cannot reach an on-prem ERP. SyncCloud can — via the Vitari Connect integration layer, managed end-to-end by Exelement.

Salesforce

Salesforce is an enterprise CRM platform used by B2B organisations for sales pipeline management, customer service, marketing automation, and revenue operations.

Visma Business

Visma Business is an on-premises ERP system widely used by Nordic mid-market companies for accounting, inventory, order management, and financial reporting.

Book a free consultation

Overview

Zapier cannot reach Visma Business. Make cannot reach it either. Neither can any other cloud-native integration tool — because Visma Business runs on-premises, behind your network, with no public API endpoint for external services to connect to.

For companies running Salesforce alongside Visma Business, this creates a persistent manual handoff. Sales closes a deal in Salesforce; someone exports data and re-enters it in Visma. Orders raised in Visma are manually reconciled back into Salesforce deal records. The gap is filled by people doing work that should not require people.

SyncCloud bridges this gap via the Vitari Connect integration layer — a connector that installs within your Visma Business environment and creates a secure, controlled channel for data exchange. Exelement manages the SyncCloud side of the integration; your IT team handles the Vitari Connect installation on the Visma server. From there, data flows reliably between Salesforce and Visma Business without manual intervention.

What you can do

Use cases

Deal-to-order automation

When a deal closes in Salesforce, the corresponding order or customer record is created automatically in Visma Business — including line items, pricing, billing address, and custom fields from the field mapping. The order enters the Visma workflow without anyone re-keying data from the CRM.

Customer account sync

Customer records from Visma Business — including organisation numbers, payment terms, and credit limits — sync to Salesforce Account records. Sales teams see the full financial relationship in the CRM without needing separate ERP access.

Invoice and payment status in Salesforce

Invoice status from Visma Business flows back to Salesforce custom fields — outstanding, paid, overdue, partially paid. Account executives see billing status directly in Salesforce, enabling timely renewal and escalation actions without logging into the ERP.

Inventory and product availability visibility

Stock levels and product availability from Visma Business sync to Salesforce product records. Sales teams can quote accurately against current inventory without leaving the CRM — reducing back-and-forth with operations during deal negotiation.

The managed service

How SyncCloud works

This integration requires two components working together. Vitari Connect is installed within your Visma Business server environment by your IT team — it creates a secure, controlled data channel from the on-premises ERP to SyncCloud. Exelement manages the SyncCloud side: the field mapping, trigger logic, error handling, and ongoing monitoring.

Implementation begins with a joint scoping session involving your Salesforce admin, Visma Business administrator, and Exelement. We agree the data model, field mappings, and sync direction before any configuration begins. Your IT team installs Vitari Connect on the Visma server; Exelement configures the SyncCloud integration layer and runs end-to-end testing against your non-production environments.

Note: Vitari Connect requires installation on a server running Visma Business. Cloud-hosted Visma products use a different integration path. If you are unsure which Visma product you are running, Exelement can help you identify the correct approach in the scoping call.

Setup and requirements

Technical notes

Vitari Connect must be installed on the server running Visma Business. This is an IT task — Exelement does not perform the installation, but provides documentation and support throughout. A non-production Visma Business environment and a Salesforce sandbox are required before implementation begins.

Because Visma Business runs on-premises, there is no cloud sandbox available in most client environments. Add 2–4 weeks to the standard timeline when production-only testing is required.

Bi-directional sync with standard objects: 6–12 weeks. Custom entities or complex field mappings: plan for the upper end of that range. This is an enterprise-grade implementation — the timeline reflects the on-premises complexity, not the scope of the data.

Bi-directional · 3–6 weeks setup

Ready to connect Salesforce with Visma Business?

Book a free consultation with our integration team. We'll scope the project and have a proposal ready within a week.

Book a free consultation

What our clients are saying.

“We can finally trigger personalized engagement campaigns based on CRM changes, not just marketing activities – improving our campaigns for onboarding, cross-sell, up-sell and re-engagement.”

“Lead follow-ups that used to take days now happen within minutes, thanks to seamless handoff between marketing and sales.”

“Exelement always have great solutions and quick help when it comes to HubSpot sales processes and automation!
The service is on top!”

“Since integrating our CRM and marketing automation, we've achieved accuracy in campaign ROI reporting—finally making data-driven budget decisions.”

“Our sales team now sees the entire buyer journey—email clicks, page views, webinar attendance—leading to a 30% higher conversion rate from MQL to SQL.”

“With marketing activity tracking in our CRM, our sales reps are 40% more likely to engage with leads at the right moment.”

“Lead scoring is finally aligned between teams, and it's increased qualified lead velocity by 35%.”

“We now see campaign performance right inside our CRM, reducing reporting time by 70%."”

“We’ve gone from siloed metrics to unified funnel reporting, which improved our forecasting accuracy significantly”

“Integration brought our sales and marketing teams together—now we actually share the same pipeline goals and KPIs.”

“We've automated lead stages and reduced manual processing time by over 50%.”

“Personalization got a serious upgrade—using up to date CRM data, we increased email engagement by 60%.”

Featured case study