Everything You Should Know Before You Consider Salesforce CRM Integration

These are the times when every company expects a valuable contribution from customers. The role of customers is pivotal in the growth of any business, which makes it more important for companies to manage customer relationships. That’s something that could be done with Salesforce CRM integration.

A business works on many applications and systems, each to handle a different part of the business and improve managing the work and data. But managing all those applications separately can be a trouble. That's where using Salesforce is a convenient option to deliver exceptional power by integrating with all apps that your business handles.

Salesforce integration enables you to access data from multiple sources, which can be any third-party application you use in your business. Being a cloud-based CRM, Salesforce is highly flexible and delivers a lot of benefits to organizations.

Let’s get a complete understanding of what Salesforce integration is and how it could benefit you.

What Is Salesforce Integration?

Conducting Salesforce integration is mainly about merging the data and functionality of Salesforce with other third-party applications through which users can get a single unified experience. Through Salesforce integration, your team can get an ideal mix of features pertaining to different platforms.

Salesforce users often struggle with switching between multiple systems and reconciling data between platforms while performing specific activities. With Salesforce integration, you can get relieved of this issue them from this problem and access a centralized platform to work on.

For example, with Salesforce PayPal integration, you get the ability to use Salesforce org as a payment gateway. Similarly, integrating Salesforce and Twilio would help to streamline your communication processes with your clients.

dont miss out iconDon't forget to check out: Learn All About the Types of Integration Flows | Salesforce Integration

Different Ways To Integrate Salesforce

You can conduct Salesforce integration for different layers within your CRM platforms, such as data, user interface, and business logic.

  1. Business Logic Integration

In business logic integration, you have to use Apex Web Services for Inbound and Apex Callouts for Outbound to manage business logic across different applications and achieve end-to-end business processes with a productivity boost.

  1. User Interface Integration

This integration allows users permission to enter different applications from a unified platform. It follows the same approach as Facebook, where different application vendors can post information on a single platform only.

  1. Data Integration

You can use REST or SOAP APIs with data integration. This allows a centralized application to be the key source of a specific business object. You do not need any coding for this kind of integration.

Benefits of Considering Salesforce Integration with Other Business Apps

Salesforce integration allows CRM users to access all the features of the third-party app within Salesforce. It’s time to know about the benefits that your business will reap if you consider Salesforce integration when you find a reliable Salesforce CRM consulting service:

  1. Boost Productivity

You can attain manual automation of data by integrating Salesforce. You’ll be successfully able to reduce the errors that emerge during manual data complications considerably. In other words, you’ll be able to achieve error-free and fast results easily.

  1. Automate Workflow

By making the systems and apps work together, you’ll be able to accomplish their business targets through point-and-click workflow automation, minimizing the need to code.

  1. Access Data Easily

You can easily access data from the other apps by integrating those with Salesforce. This allows businesses to access useful user data, which they can analyze to extract meaningful insights and information for better decision-making.

  1. Get Insightful Reports

Conducting Salesforce Integration effectively allows businesses to achieve access to meaningful reports and dashboards, enabling the team to handle and track data easily. This gives businesses the ease to create structured decisions for growth.

  1. Work on Customer Retention

Conducting Salesforce integration with different applications increases the chances of accessing more functionalities and improving customer service, thus making them stick longer with a business.

The integration allows you to connect the routine tools and applications used to store customer data, thus allowing the team to quickly access their data whenever they communicate.

  1. Improve Online Sales

Your companies will witness an enhancement in their online sales revenue when you integrate Salesforce with your business apps. This will ultimately amplify the sales process, enabling the team to close more deals.

  1. Access Customer Data in a Single View

Integrating Salesforce with customer service and supporting systems and applications can smoothen the connecting points of customer communication. This helps to make the processes easier and improves overall efficiency.

  1. Strengthen Customer Relationships

Salesforce AppExchange is an exceptional platform for interacting and building a relationship with partners. This helps them to acknowledge the best practices that you should follow to take your business to the next level and gain a competitive edge.

  1. Resolve Issues

Salesforce integration with your business application will help you in overcoming any hurdles if your business gets stuck with a problem that is impossible to be resolved.

  1. Get Faster Returns

Salesforce integration with eCommerce solutions permits customers to return a product easily while giving the ease of managing customer data and order details in one place.

dont miss out iconCheck out another amazing blog by 360 Degree Cloud here: Create a Data Culture in Your Organization to Plan Data-Driven Strategies

Salesforce Integration Best Practices

You’ve learned how considering Salesforce CRM integration is important for a business. It’s time to have a look at the best practices that you should follow when going with the integration.

  1. Formalize Data Schemas

Custom objects, tables, and data fields that you’ve created individually should align with the integration environment across all applications that you’re going to integrate. Make sure it is visible to other users. To work on data standardization, you should define initial data schemas along with any possible future changes.

  1. Update the Information

Make sure that you check to keep the information updated on a regular basis, preferably in real-time. It would work best with the details to stay up-to-date with your view.

  1. Integration Maintenance

It’s necessary to keep the maintenance active after the integration to stay updated on any changes in data structures, tables, etc. Not considering maintenance can lead your integration to fail sooner or later.

  1. Verify and Clean Your Data

It is essential to perform data cleansing and data verification according to industry standards to avoid errors during the integration process. Remember that only advanced data integration tools have the ability to clean the data for some components. So, you have to make sure to give time and effort to verify and clean your data.

  1. Focus on Business Value

It is crucial that your integration process should be in alignment with your unique business processes. Only that way, the Salesforce CRM integration could bring value to your business. It's pointless to create even a complex integration model if that doesn’t add to your business value.

  1. Get Help From Experts

Integrations conducted poorly may lead to a waste of time and money, leading to many errors. The best way is to look for a trusted Salesforce consulting service that has been working on Salesforce integrations for your industry vertical.

Wrapping Up

We're clear with the point that integrating Salesforce with all the third-party applications you use would save you hours of working hours that you could devote to other priorities. Also, For you have to spend time planning the integration process and getting help from experts who can follow the best practices.

So, all you need is a trusted and well-managed Salesforce implementation and integration service. Get in touch with Salesforce-certified experts at 360 Degree Cloud and get started with the Salesforce integration in no time.


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