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Salesforce is a fairly vast platform that provides users with a wide range of tools and features. However, Salesforce users need to switch platforms and use other software for carrying out specific processes. Our Salesforce integration services help you bridge this gap and provide you with a centralized platform with combines functionalities of different entities.In simple words, Salesforce integration is the process of combining the features of Salesforce with a third-party application or server.
Salesforce integration services are designed to provide Salesforce users with an ideal combination of CRM and the platform they integrate Salesforce with. When you integrate Salesforce with a third-party application, you bring all your Salesforce data and the data belonging to the other application on a centralized interface.
One can integrate Salesforce using a dedicated application installed from Salesforce AppExchange or by carrying out a customized integration using codes. There are different integration patterns that can be followed by developers and consultants to integrate data between the two platforms, such as :
Based on your requirements, we would help you ascertain the type of Salesforce integration you should go ahead with.The major types of Salesforce integrations include Real-time Integration, Real-time Mashups, Batch Integration, and AppExchange Integration. Different integrations are suitable for different scenarios. For example, when a new record is made, it is advisable to go ahead with real-time integration as the information here gets immediately updated on both platforms. Any other type of integration would result in a delay in sync and require users to reconcile data manually.
Before continuing with Salesforce integration, it is important to ascertain who is responsible for providing assistance to you in case there is a need for troubleshooting problems.
When it comes to our Salesforce integration services, you can rest assured that we would provide you with complete assistance before, during, and after the integration is undertaken.
Finally, we take into consideration the frequency at which data is transferred between Salesforce and the other application/system.We make sure that we focus on all relevant details needed for shifting data from one frequency to the other. Once you are thorough with the data required to adjust and target around the course of developing the integrated platform, we can focus on the data transfer frequency.
Our Salesforce integration services provide you with a centralized database that is essentially a combination of your CRM database and the application you are integrating it with.
This helps your employees to work on a single unified platform instead of switching between two platforms for carrying out specific processes.
When you integrate Salesforce with a third-party application, you get to automate a number of processes and avail of features provided by both platforms. As your employees save time and effort by working on an integrated platform, their overall productivity increases.
For example, if you integrate Salesforce with DocuSign, your employees can get important documents signed electronically directly within Salesforce and share the same with a few simple clicks. As the ease of operations increases, so does the productivity of your employees.
When your employees work on different platforms for carrying out a specific business process, there are higher chances of errors being committed, irrespective of how skilled and dedicated your employees are. Our Salesforce integration services help you sync the data between both platforms with utmost efficiency, increasing the overall efficiency of your processes. When the data is automatically reconciled between applications, the scope of error reduces significantly. Increased accuracy is important especially when you need to undertake Salesforce integration for processes related to finance, healthcare, and other fields where the sensitivity of data records is fairly high.
Our Salesforce integration services involve the use of a low-code or no-code approach, making it easier for non-technical users to adapt to the integrated platform. Even if your employees have little to no knowledge about coding, they can work on the platform with the help of simple point-and-click tools.
Salesforce integration provides you with a significant amount of workflow automation that helps you complete more tasks over a lesser period of time.
For example, if you integrate Salesforce with Xero, you can streamline and automate your accounting workflows, allowing your finance team to process invoices, make accounting entries, and make assessments with ease and efficiency. We help you in bringing together two automated platforms that help you make your work easier with the help of clearly defined and automated workflows.
Traditionally, employees need to search for specific datasets from different applications for undertaking business processes. This often takes a lot of time that can be spent on more productive activities. Our Salesforce integration services provide you with a platform that makes it easier to access data from different platforms. When you integrate two platforms, you integrate the databases pertaining to the two platforms as well. This puts all relevant datasets that your employees may need at their disposal, saving them the time and effort needed to find and access specific datasets.
When you integrate Salesforce with a third-party application, you can create extensive and customizable reports that take into consideration data belonging to both platforms. This provides you with holistic and more insightful reports that help the management to make important decisions. For example, if you integrate Salesforce with MailChimp, you can prepare reports that take into consideration your Salesforce leads/contacts approached via email and advanced email marketing analytics that provide you with the effectiveness of your marketing campaign.
Taking the example of Salesforce Xero integration again, the integrated platform allows your sales team, marketing team, and finance team to view and work on the same platform and access the same set of data. This allows the activities performed by all three departments to be logged into the same database, making the overall approach more organized.
Seamless Salesforce to Quickbooks Integration provides easy synchronization of Accounts, Products, Opportunity Closed to Customer, Jobs, Products and Invoice, Estimate or Sales Order in QuickBooks.
Salesforce is a cloud-based application that allows you to manage your sales leads and contacts. Built-in Salesforce with Mailchimp Integration allows to import Salesforce contacts to your MailChimp list, and view MailChimp campaign activity data in Salesforce.
Seamless online payments using PayPal Website Payments Pro with transactions posted automatically to Salesforce.
Salesforce Integration with Sage Live , gives small businesses real-time data connecting CRM, accounting, and financial data, and can scale with a business.
Sync Teamwork Projects, Milestones, and Tasks directly in Salesforce. One way sync from Teamwork Projects to Salesforce allows you to bring Teamwork Projects, Milestones, Tasks, Task Lists, and Sub-Tasks in Salesforce and have a single view of all of your projects related activities in Salesforce.
With help of Salesforce Twilio Integration, you will be able to send and receive SMS inside and outside Salesforce. This will also allow you make inbound and outbound calls from Salesforce with help of Twilio connector.
Salesforce with Content Management System & eCommerce Integration – Improve Sales Processes Through Real-time Intelligence.
Streamline your accounting activities and keep a track of all your bills, income, and expenses by integrating Xero with Salesforce.
Accelerate channel sales and make it easy for partners to sell your products and services. As your partners generate quotes, your pipelines and forecasts are automatically updated.
With Salesforce Integration with Netsuite, you can create quotes or sales orders in NetSuite in real-time, directly from Salesforce.com.
Salesforce with Zapier: Zapier gives you the power to integrate Salesforce with hundreds of other apps to automate your work.
Salesforce with Zendesk Integration: With Zendesk, you can give your sales and support teams a holistic view of your customers with a dynamic two-way data sharing integration between Zendesk and Salesforce.
DocuSign Integration with Salesforce helps us strong sales cycles, increase close rates, increase productivity, and reduce paper waste, resulting in savings of time. It allows us to quickly pull data from Salesforce objects like Lead, Account, Contact, Opportunity etc.
