We can help with Salesforce integration challenges and help you to:
- Synchronize Salesforce data in real-time with all your applications
- Integrate Salesforce with other CRM and ERP systems of your company
- Integrate with third-party computer-telephony integration (CTI) systems
- Integrate Salesforce with your desktop applications.
- Integrate data with applications without any interfaces.
- Integrate data with sales and marketing automation tools
- Integrate your website or eCommerce with Salesforce
Our Salesforce integration approach helps you to:
- Connect data flows of different departments and increase employees’ productivity.
- Obtain a 360-degree customer view, which is essential to high-quality customer service.
- Automate business processes and workflows of your company.
- Provide access to ERP data for sales and marketing department through the Salesforce interface.
What Integration
We Can Offer
Sales and Marketing Automation Integration
Sales and marketing departments need an easy interchange of data between each other. If you use marketing tools such as Market, Mailchimp or any others, we can help you integrate these tools with Salesforce. Marketing automation integration can help you re-engagement of cold leads or start lead nurturing in a new automated way at every stage of the sales process.
Accounting Integration
Salesforce integration with accounting applications such as QuickBooks or Xero makes it possible to share the actual financial data with the sales department and keep data in Salesforce up-to-date. Accounting integration can enhance customer profiles, invoices, and transactions, as well as improve estimates and get more business data-driven insights.
ERP Integration
Integration with such systems as SAP, Oracle or NetSuite and Salesforce is essential to the synthesis between your front offices such as the sales department and back offices, such as HR or development department. Sales representatives can get up-to-date information about the status of the client's orders, inventory, shipments, and invoices. Also, up-to-date sales data in the ERP system helps to decrease inventory expenses and plan production better.
Social Media Integration & Automation
Social integration and automation with LinkedIn, Instagram, Facebook or Twitter provide personally oriented customer experience and engage customers. With efficient use of top social media platforms, sales reps may track the customers’ social activities and also increase the visibility of a company in the social channels.
Computer Telephony Integration
We help connect Twillio, RingCentral, Phoneburner, and other phone systems with Salesforce. Computer telephony integration promotes sales and increases the quality and speed of service. Additionally, our team helps to improve routing incoming calls, automate recording and logging calls, create KPI reports and dashboards.
Website & Ecommerce Integration
We can integrate Salesforce with websites, different lead forms and E-commerce platforms, including WooCommerce, Magento, Shopify and others. E-commerce integration allows our clients to create personalized marketing campaigns and customer portals for their clients, boost revenue per order and improve overall customer experience.
Collaboration apps integration
Collaboration systems, such as Confluence, Slack, SharePoint, Office 365 and Gsuite, are frequently used to store company files, documents, emails and others. We help companies to overcome integration risks, such as downtime or duplication of data, and provide employees flexible solutions for collaboration in the company.
Calendar & Email Integration
Synchronization of contacts and meetings between Salesforce and 3rd part calendars, such as Google or Microsoft calendar, helps a company to increase staff productivity and help them perform daily tasks more efficiently.
IT Service Management Integration
We connect the service tech support team, which uses JIRA Service Desk, Zendesk, Freshservice, ServiceNow or other similar instruments, with front-office through Salesforce. IT Service Management integration improves the customer experience and collaboration between tech, service and sales teams.
Our Certificates
Salesforce Integration Stages
Business analysis
We discuss your integration requirements and check them for consistency and develop the most practical and effective plan to deliver a solution. This approach helps us to make future Salesforce integration will be effective and security compliant.
Create Integration plan
We create a plan the required integrations before the implementation to make the system completely compliant with the business needs of our clients. If our clients need custom integration to guarantee the aligned work with external applications, such as ERP, eCommerce platforms, and collaboration systems, we develop a detailed plan for a custom integration server.
Implementation
Implementing the integration, we guarantee that the Salesforce integration will work seamlessly with third-party systems, including ERP, eCommerce software, and document management systems.
Quality assurance of implemented integration
To guarantee our clients a high quality and steady performance of our Salesforce integration, we perform a lot of different QA activities. We check and validate implemented integration and data.
User training
We offer preparation materials and hands-on training sessions to end-users to enhance user adoption of implemented integration.
Launch
We launch implemented integration in the production environment for all users.
After-launch support
We offer after-launch support of implemented integration. We can adjust the integration parameters and take steps for user adoption beyond user training.
Our Clients
Salesforce Integration
Solutions
We offer our clients a few solutions for integrating Salesforce with 3rd-party applications:
- Integration with cloud integration servers such as Zapier, Integromat, Microsoft Flows, and Mulesoft. It decreases the necessity of additional IT resources when integrating with Salesforce and gives our clients more control over information flows.
- Integration with ESB (enterprise service bus) servers such as IBM Integration Bus, Microsoft Azure Service Bus, Apache Camel and others. These servers implement a communication system between mutually interacting software applications in a service-oriented architecture (SOA).
- Direct integration with Salesforce API. This option is limited in flexibility and features of integration, but it can satisfy the requirement for mutual info transfer between two systems.
Our Cases
All cases
Payne Auto Group
Payne Auto Group is a Dodge, Jeep, Ram, Chrysler, Chevrolet, Buick, GMC, Ford, Volkswagen, FIAT & Alfa Romeo dealer with dealerships across the Rio Grande Valley.
Payne Auto Group is a Dodge, Jeep, Ram, Chrysler, Chevrolet, Buick, GMC, Ford, Volkswagen, FIAT ...
USA, Weslaco
5
SYNC Sponsorship
The single place to store all the client's data required to cope with the company's fast pace. Sponsorship sales management. Custom Lead and Sales cycle. Tracking all the activity related to customers.
The single place to store all the client's data required to cope with the company's fast pace. S ...
Riyadh, Saudi Arabia
1
QMI
QMI provides lead qualification process automation, allowing to have a single place for lead progress management toward the deal closure.
QMI provides lead qualification process automation, allowing to have a single place for lead pro ...
Florida, USA
1
Transcend
Transcend helps other companies to start a business in Saudi Arabia. The company provides all the business and technology services you need to succeed in Saudi Arabia.
Transcend helps other companies to start a business in Saudi Arabia. The company provides all th ...
Riyadh, Saudi Arabia
2
Academy for Teachers
The Academy for Teachers connects educators to improve their professional skills, share knowledge and pass on experience.
The Academy for Teachers connects educators to improve their professional skills, share knowledg ...
New York
1
Infarm
Infarm is an urban farming services company that develops farming tech for grocery stores, restaurants, and local distribution centers. The company provides urban communities with fresh, nutritious products by distributing smart vertical farms throughout the city, directly where people live and eat.
Infarm is an urban farming services company that develops farming tech for grocery stores, resta ...
Germany, Berlin
2
The Workplace Company
The Workplace Company is a fast-growing occupier-focused real estate consultancy based in Central London, acting for all types of occupiers seeking office space in London.
The Workplace Company is a fast-growing occupier-focused real estate consultancy based in Centra ...
United Kingdom, London
1
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