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We assist with Salesforce integration challenges and help you:

  • Synchronize Salesforce data in real-time with all your applications
  • Integrate Salesforce with other CRM and ERP systems in 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 the business processes and workflows of your company.
  • Provide access to ERP data for the sales and marketing departments via the Salesforce interface.

What Salesforce Integration
We Can Offer

Marketing automation integration

Sales and Marketing Automation Integration

The sales and marketing departments need an easy exchange of data between one another. 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 engage with cold leads or start lead nurturing in a new and automated way at every stage of the sales process.

Accounting integration

Accounting Integration

Salesforce integration with accounting applications, such as QuickBooks and Xero, makes it possible to share the actual financial data with the sales department and keep the data in Salesforce up to date. Accounting integration can enhance customer profiles, invoices, and transactions, as well as improve estimates and get more data-driven insights.

ERP integration

ERP Integration

Integration with such systems as SAP, Oracle, NetSuite, and Salesforce is essential to the synthesis between your front offices and the back offices, such as HR and development. 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

Social Media Integration & Automation

Social integration and automation with LinkedIn, Instagram, Facebook, or Twitter provides a personally oriented customer experience and engagement with customers. With efficient use of the top social media platforms, sales reps may track the customers’ social activities and also increase the visibility of a company in social channels.

CTI integration

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, and create KPI reports and dashboards.

Ecommerce integration

Website & Ecommerce Integration

We can integrate Salesforce with websites, different lead forms, and eCommerce platforms, including WooCommerce, Magento, Shopify, and others. eCommerce integration allows our clients to create personalized marketing campaigns and customer portals for their clients, boost revenue per order, and improve the overall customer experience.

Collaboration system integration

Collaboration apps integration

Collaboration systems, such as Confluence, Slack, SharePoint, Office 365, and Gsuite, are frequently used to store company files, documents, emails, and more. We help companies overcome integration risks, such as downtime or the duplication of data, and provide employees flexible solutions for collaboration in the company.

Personal planner and email integration

Calendar & Email Integration

The synchronization of contacts and meetings between Salesforce and third-party calendars, such as Google or Microsoft Calendar, helps a company increase staff productivity and helps them perform daily tasks more efficiently.

ITSM integration

IT Service Management Integration

We connect the service tech support team, which uses JIRA Service Desk, Zendesk, Freshservice, ServiceNow, and other similar instruments, with a front-office through Salesforce. IT Service Management integration improves the customer experience and collaboration between tech, service, and sales teams.

Our Certificates

Salesforce Certified Administrator
Salesforce Certified Community Cloud Consultant
Salesforce Certified Field Service Lightning Consultant
Salesforce Certified Marketing Cloud Consultant
Salesforce Certified Marketing Cloud Email Specialist
Salesforce Certified Nonprofit Cloud Consultant
Salesforce Certified Pardot Specialist
Salesforce Certified Platform App Builder
Salesforce Certified Platform Developer
Salesforce Certified Sales Cloud Consultant
Salesforce Certified Service Cloud Consultant
Heroku Architecture Designer

Salesforce Integration Stages

Business analysis

Salesforce Consulting Partner

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 effective and secure.

Create Integration plan

Create Integration plan

We create a plan that requires integration before the implementation in order 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, or other collaboration systems, we develop a detailed plan for a custom integration server.

Implementation

Implementation

When 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

Quality assurance of implemented integration

To guarantee our clients a high-quality and steady performance of our Salesforce integration, we perform several different QA activities, such as checking and validating the implemented integration and data.

User training

User training

We offer preparation materials and hands-on training sessions to end-users to enhance user adoption of implemented integration.

Launch

Launch

We launch implemented integration in the production environment for all users.

Post-launch support

Post-launch support

We offer post-launch support of implemented integration. We can adjust the integration parameters and take steps for user adoption beyond user training.

Our Clients

hub
infarm
transcend
exact data
ida
rec
payne
rxmarketing
saas management
london work space
safari reviews
alesco logotype white

Salesforce Integration
Solutions

We offer our clients a few solutions for integrating Salesforce with third-party applications:

  • Integration with cloud integration servers such as Zapier, Integromat, Microsoft Flows, and Mulesoft. This 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 integration features, but it can satisfy the requirement for the mutual information transfer between two systems.

Our Cases

All cases
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