Salesforce Integration is the process of providing smooth user experience to both, the company and the consumer by merging or complying all the other platforms that a business operates on, through a well-defined process to conserve and maintain all the business’s data.
Salesforce Integration, once finished, can offer many benefits with an assurance of improved customer service and increased productivity of your staff
Accounting Integration is an effective way of sharing of invoices from the financial department to the sales department, and hence helping them create better forecasts and predictions as they are able to receive financial information within Salesforce.
The companies use platforms like Office 365 to store and handle their documents. Introducing a CRM into a business may result in data duplication and wastage of productive hours of the personnel trying to differentiate between the said data. Hence, Collaboration System eliminates these possibilities and ensures hassle-free operations and data management.
CTI or Computer Telephony Integration allows the sales agent to enjoy one-click calls, call recording, routing of incoming calls, logging of calls, call transfer etc.
Ecommerce Integration, as suggested by name, integrates Salesforce with ecommerce platforms like Shopify, WooCommerce etc. so that you can run super-personalized campaigns and keep record of invoices, order information etc.
Email and Calendar Integration brings together platforms like Outlook, Gmail and integrating these platforms with personal planning platforms eliminates the waste of time on data logging and also saves the hassle of switching between platforms.
ERP integration brings both the sales and resources data together and provides the sales reps the facility of having the resources data in the CRM and the sales data enables the manufacturing department to determine if stocks need to be updated.
ITSM Integration brings the tech and service department together as both perform similar tasks of solving issues of products or services. And by bringing the tools of both the systems that these departments use, we offer improved user experience.
Marketing Automation results in better collaboration between the sales and marketing teams and reestablishment of leads that have been discarded as cold and hence, better audience outreach.
Integrating social media platforms like Facebook, Twitter and Instagram helps a business deliver personalized experience to the audience and influence them and it helps them to keep up with new trends and increase visibility.
Salesforce Managed Services provide you the convenience of accessing the platform anywhere and anytime whether you are at the home, office, or in the field. This enables improved customer services as the solutions are not delayed due to time and place.
Without regular interruptions and hiring an internal IT team, we provide professionals at your service whenever an issue arises so that they are available for you round-the-clock and hence you save costs incurred in the maintenance.
A company’s data is the most essential asset as the functionality of the staff depends upon it. If the data is compromised and not easily accessible then the productive hours of agents will be wasted in extracting needed data from tons of files and folders. Salesforce Managed Services segregates the data and eliminates this possibility.
To ensure the successful implementation of Salesforce with a business, all departments must be oriented and trained with their insights and ideas on the process so that all the teams work efficiently with the know-how of the platform. This leads to the development of both the staff and the company as repetitive tasks are eliminated and regular training helps in the growth of personnel’s skills.
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