Salesforce Integration Services

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

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

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 & 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.

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.

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 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.

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.

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.