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Salesforce is a powerful platform that can deliver serious ROI in the form of automation, efficiency and sales. Although it is a Platform as a Service (PaaS), it doesn’t check off all of the boxes in terms of technology – which is why so many business owners use it in conjunction with other applications.
Allowing your data to remain separate from Salesforce is a missed opportunity. But integrating that data with marketing automation systems like Hubspot, Marketo, and Act-on; ERP systems like NetSuite, SAP, or Microsoft Dynamics; collaborative software like Sharepoint; CRM like Zoho, Infusionsoft and Capterra; will help you combine a multitude of data sets to draw new insights, add flexibility, and improve operations.
Integrating cloud and custom application data with Salesforce can:
Integrating all of your applications into Salesforce gives everyone on your team access to multitudes of data – without asking them to drink from the data firehose. Properly integrating all of your applications with Salesforce eliminates the need to go back and forth between systems for data. It allows your team to have all of the data they need, automatically organized onto a dashboard. This gives your team easy access to information that will help them close more deals, get them excited about using Salesforce, and ultimately improve your business processes.
Whether you’re planning to integrate a new app with Salesforce, or an existing stack, we can help. Our team will develop a Salesforce integration strategy, implement your integration ideas, and fine-tune the process to make it more efficient.
A custom Salesforce integration process involves understanding your business goals, creating an implementation plan, and then training you and your team so that your Salesforce integrations are impactful immediately. As your Salesforce integration partner, we want to make sure you are set-up for success when the process is over. Here’s how our Salesforce integration process works.
Our team is not just competent in all things Salesforce, they understand business strategy and processes. Before we begin the integration process, our team will do a requirement session to understand what your needs are. In this session we will conduct interviews so that we understand the current state of your technology environment, and what you want it to be in the future.
We will then complete a detailed examination of your business and its needs so we can identify the best solutions for you. We do this for a few reasons:
The application or software you want to integrate may not be the best fit for your current business needs or technology environment.
There may be a need for a custom application integration beyond the applications, software, or cloud services you are trying to integrate with Salesforce.
There may be opportunities for additional application integrations with Salesforce.
Once we understand your needs and processes, we will develop specifications and an implementation strategy so that we can get the Salesforce environment ready for your Salesforce integrations.
Integrating applications with Salesforce requires more that just porting data over. Before we even think about sending data in or out, we have to prepare the environment. That could involve things like:
One of the keys to getting all of the great benefits out of a Salesforce integration is properly preparing your data for the integration. And, unfortunately, you can’t just point various applications or APIs to your Salesforce environment and call it a day. Collecting data from multiple sources can be messy. Raw data is what you need to be working with and raw data is … well, raw. It needs to be prepared before it can provide any insights into your business operations.
There are three steps to getting data ready for a Salesforce integration.
Once your data is properly prepared for the migration, we will need to define what data, on what frequency, will come in or out. This is where writing code or using an ETL tool to stand between the two systems is necessary.
Collecting, preparing and migrating data is time consuming and risky which is why it’s so important to have an integration partner who can properly prepare and migrate your data for your Salesforce integration
Once your Salesforce integration is complete, we will review the solution with you, and train your team so that you get the most out of your investment. In our review session, we will make sure you understand what data is moving from where and when. We will also make sure you understand how to manipulate your data so that you can make future adjustments on your own.
Being in control of your data is essential. When you have the power and the knowledge to manipulate your data, you can create your own custom reports and dashboards that will help you:
A Salesforce integration gives you easier access to all of your data, streamlined processes, better analytics, and greater ROI – but only if you have an integration partner who can properly handle your data and set you up for success.