Select Page

Salesforce Integration

Salesforce Integration

Salesforce ranked first in 2018 by Forbes as the best innovative company. This cloud-based CRM platform enables sales teams with a lot of technical support to make their task easy and increase sales and growth of companies. The central Salesforce components which are implemented in many areas of startups for their success include:

  • Workflows
  • Cloud computing
  • Communities
  • Analytics
  • Collaboration
Startups can build customs beyond sheer CRM to satisfy their explicit requirements.  The multi-tenant design of Salesforce.com enables computing resource optimization. It will result in raised gains in productivity and saving cost for all size enterprises even for apps deployed on individual clouds. Salesforce being cloud based using it is cost effective, low maintenance and the sales team or other employees can work from any device. It is not only confined to sales and marketing but also facilitates all interactions with customers and prospects.  It helps in the overall development and success of the startups It is now known as the customer success platform for its following achievements:
  • 25 percent rise in pipeline
  • 26 percent rise in sales win rate
  • 36 percent rise in sales productivity
  • 30 percent rise in revenue
  • 45 percent rise in forecast accuracy

Salesforce Integration Process

We can conclude the Salesforce integration process into the given three simple steps. You are suggested to go through the steps for Salesforce web service integration and establish a smooth business process.

Procedure Analysis

Our group isn’t only capable in all things Salesforce; they comprehend business methodology and procedures. Before we start the combination procedure, our group will complete a necessity session to comprehend what your requirements are. In this session we will direct meetings with the goal that we embrace the present condition of your innovation condition, and what you need it to be later on.
We will at that point total an itemized examination of your business and its needs so we can recognize the best answers for you. We do this for a couple of reasons:
The application or programming you need to coordinate may not be the best fit for your present business needs or innovation condition.
There might be a requirement for a custom application mix past the applications, programming, or cloud services you are attempting to coordinate with Salesforce.
There might be open doors for extra application mixes with Salesforce.

Salesforce Configuration

When we comprehend your requirements and procedures, we will create determinations and an implementation technique with the goal that we can prepare the Salesforce condition for your Salesforce reconciliations.
Incorporating applications with Salesforce requires more than simply porting data over. Before we even consider sending data in or out, we need to set up the earth. That could include things like:

  • Creating objects
  • Mechanizing or creating processes
  • Creating fields
  • Creating dashboards

Data Migration

One of the keys to getting the majority of the extraordinary advantages out of a Salesforce coordination is appropriately set up your data for the combination. What’s more, sadly, you can’t simply indicate different applications or APIs your Salesforce condition and consider it daily. Gathering data from various sources can be untidy. Crude data is the thing that you should work with and crude data is … well, crude. It should be set up before it can give any experiences into your business activities.
There are three stages to preparing data for Salesforce integration.

  • Sourcing
  • Incorporating
  • Changing and cleaning (organizing)

When your data is appropriately arranged for the migration, we should characterize what information, on what recurrence, will come in or out. This is the place composing code or utilizing an ETL device to remain between the two frameworks is essential.
Gathering, getting ready and relocating data is tedious and dangerous which is the reason it’s so essential to have a combination accomplice who can legitimately get ready and move your data for your salesforce integration consulting.

How Salesforce Integration Services Proactively Helping in Business Success

Salesforce is cloud-based PaaS (Platform as a Service) model with the capability to customize its models as per the startup requirements. Many Salesforce integration use cases and automation modules are available, these all include:

Salesforce CRM

This the most efficient tool for all size business to keep a record of all associations in the form of opportunities, leads, salesforce integration partners or associates. It is one of the successful Salesforce modules as part of the PaaS or Platform as a Service model and is among the best tools for enterprises to keep track of the same. It comprises of the following services of Salesforce:

  • Sales Cloud
  • Marketing Cloud
  • Service Cloud
  • Force.com
  • Work.com
  • Chatter

Sales Cloud integrates & manages contact information with social media. Also, it improves real-time client association via Chatter. Salesforce integration consulting team and software developers are allowed to build Salesforce add-on apps with Force.com.

Financial FORCE.COM

It is a cloud-based apps development firm to provide cloud Enterprise Resource Planning solution for Force.com. Financial Force Accounting is a cloud-based management application for administration of finances and accounts; it is the Financial Force’s flagship application. It provides end to end auditing and accounting solutions which include:
Audit testing

  • Standardized billing time
  • Producing financial statements

Financial Force.com has a different cloud-based solution called Professional services automation software. It enables startups to manage in one integrated service management application of the customers, professional resources, financials & projects. It utilizes in one system all the similar data for service, sales, and finance since it works natively with Force.com.

HR Automation

Salesforce for Financial HCM form HR automation of startups. This recent extension to Salesforce integration services is created on a base of the mobile, cloud, data science, social networks, and many more. Employee engagement is strengthened e by utilizing the dynamism of Salesforce CRM and also gives insights for startups to pull & hold the best of skilled personnel.

Task Administration System

Salesforce can be easily personalized to satisfy the startup needs apart from is inbuilt applications. Its Task administration system as per the requirements can computerize, follow & appropriate project assignments. They can also be prioritized as per the performer’s skill and to generate a computerized list of the things to be done. Dynamic distribution of functions and event’s time tracking are its other functions.

Communication System

It blends all the conversations channels such as text messaging, audio and video calls with the Salesforce CRM. As per the specifications it can be personalized to offer bulk conversations.

HR Automation

Salesforce for Financial HCM form HR automation of startups. This recent extension to Salesforce integration services is created on a base of the mobile, cloud, data science, social networks, and many more. Employee engagement is strengthened e by utilizing the dynamism of Salesforce CRM and also gives insights for startups to pull & hold the best of skilled personnel.

Scheduling System

Startups using a customized platform can integrate a variety of applications by developing scheduling software. It can form cohesive team collaboration & comprehensive project planning. It can also consolidate the administration web apps such as Google Calendar to authorize the organization in keeping track of all the conferences. It can also facilitate the payroll administration to calculate salary as per the functioning hours accurately.

Appexchange – The Salesforce Store

For associations to accommodate users with extensive resources, opportunities, and expandable features, Salesforce has the AppExchange repositories. It is a community for easy to download, access, & install applications created by other users. Also, it is a marketplace of new concepts and attitudes which can be expanded and fine-tuned at an accelerated step.
AppExchange gives startups powerful tools to reach new horizons and graduate to small and big companies swiftly. It also creates awareness of the customer preference to help build deeper and longstanding relationships.

Features of Salesforce Integration to Benefit All Sorts of Organizations

For startups to succeed the best it could get is Salesforce because of its following features:

  • Ability to achieve global deployment with its expanded global support network
  • Salesforce.com can publish real-time statistics on system performance and security
  • Provides the flexibility to design applications which respond across various devices with greater insight and intelligence
  • With the ability to update opportunities it allows startups to analyze the sales origins and forecast for next periods and help in targeting prospective customers
  • Resolves issues and provide satisfying customer experience with its fast, multichannel and predictive support
  • Enables startup users to take a dynamic and data-driven approach to business planning and performance management
  • Trend analysis can be performed to achieve business goals by precisely defining a strategy
  • With its customization and flexibility, it can support every segment of the business
  • Integrates easily with other business models due to its ability to provide report and analytics customized as per the needs of the users
  • Being cloud-based accessibility is made possible from anywhere
  • To suit the user preference it offers a wide array of textual and visual resources
  • Presence win YouTube with videos covering the full spectrum of topics and guidelines for using it and solving any doubts and queries
  • Educational webinars are conducted periodically apart from blogs and article for educational and informative purposes
  • Gives a 360-degree view of all the customers every day
  • Easy accessibility of all the customer info from one place
  • Provides real-time insights and updates through dashboards and reports
  • Accelerates sales productivity with automated unique sale processes by intelligent alerts and tips to push forward deals automatically
  • A correctly coupled Salesforce data integration enables to track sales pipeline, significant deals and the performance of the representatives
  • Improvises smarter decisions with built-in Artificial Intelligence
  • Facilitates in-depth analysis of customized reports with simple methods
  • Automation of email alerts, assigning tasks, deal discount approvals and other vital processes saves time
  • With Salesforce Essentials it is possible to get an out of the box CRM solution in minutes
  • Its mobile app turns any device to portable sales offices. Enables to log calls, respond to crucial leads, work deals, and check the dashboard and many others from anywhere
  • An easy to console set up can be formed to bring in all the customer inquiries from email, social networks, phones, and chats
  • Turns cases into actionable insights with the use of daily learning to enable better business decisions with reporting capabilities
  • Salesforce integration benefits customers to help themselves by finding their answers by way of branded self-service sites and user communities
  • It routes the inquiries to the appropriate agent from all channels instantly to the website to facilitate the agents with one console
  • 24/7 help to customers to find solutions naturally with reduced cost
  • With the business growth and increase of service needs is done quickly by connecting all
  • As per the requirement, the solutions could be upgraded as per the requirement like call center capabilities
  • Articles and blogs are updated to clear the doubts and queries of the customers
  • Enables agents to give correct and consistent answers to the customers’ satisfaction
  • Generate better leads into prospects by streamlining the pipeline along with activity tracking and alerts for everyone to follow up easily
  • Build high end landing pages and forms with complete rep notification trigger to capture leads
  • Score, route, and nurture leads to convert them to ready for sales
  • Optimize the prospects by knowing the channels they come from and even being connected with Google AdWords account to track ROI

Contact Us Today

Do you have a project in mind or need any consulting on how you can maximize the use of Salesforce?

We are also offering a free audit of your current system.