salesfoce integration

Learn The Benefits of Salesforce Integration

Customers are the lifeblood of any business, which is why it is crucial to focus on customer engagement for better experience and growth. Salesforce, a proven CRM platform, enables companies of all sizes to improve their customer experience by streamlining the customer service process, identifying customer needs, and ensuring these needs are swiftly met. In essence, the Salesforce platform is a continually updating repository of customer information, complete with several tools to manage and use this information effectively.

Besides storing, updating, and managing customer information automatically, Salesforce CRM also saves the cost and hassle of tedious IT set-ups, as all the Salesforce products run entirely in the cloud. This ensures better collaboration so that employees can work from anywhere and on any device, as long as they are connected to the internet.

dont miss out iconDon't forget to check out: Salesforce to Salesforce Integration Using SOAP API

Salesforce Integrations

Salesforce CRM is designed to seamlessly integrate with your existing business automation and productivity software, like Acquire live chat and knowledgebase, QuickBooks, ZenDesk, etc., to improve productivity and customer experience.

Below, we have shared some ideas for Salesforce integration with your products for more efficiency:

  • By integrating your live chat software with Salesforce CRM, you can instantly create leads and contacts from chats. When a customer enters an email address, the software automatically searches Salesforce records for a match and assigns the chat transcript to the associated lead. Not only does this help to strengthen customer relations, but it also leads to a higher degree of personalization, as your live chat software can intuitively fetch all the customer details as soon as a particular customer contacts a support agent.
  • It is possible to integrate Salesforce with customer-focused programs like Microsoft Dynamics and internal customer databases to make use of sophisticated reporting on product usage, which can be beneficial for upselling and repeat sales.
  • Businesses of all sizes use ERP systems for better resource management and planning. By integrating Salesforce with your ERP, you can track products and existing customers to get the necessary visibility into usage and restore warranty service revenue. This is an especially useful integration for e-commerce sites to keep track of product sales, usage, and revenue. You can also integrate Salesforce with your order management systems to enable real-time alerts and ensure timely action in case anything goes wrong with an order.
  • Salesforce can help enterprises in payment management. By integrating with your existing payment systems, Salesforce provides increased visibility through automated invoice tracking that ensures timely payments.

dont miss out iconCheck out another amazing blog by Lavish here: Salesforce Integration with Acquire - Complete Guide

Grow Your Business with Smart Salesforce Integrations

As we briefly touched upon in the first point above, Salesforce CRM doubles up as a powerful customer experience platform when used in conjunction with your customer engagement tools or software. From automating customer support and help desks to personalize chats via instant information retrieval and updating contacts with chat transcripts, Salesforce can provide customer-facing teams with a lot of information and data to empower sales and support. One example is the Zendesk and Salesforce integration that closes the loop between sales and support teams by providing complete visibility into customer information and support activity.

Small and medium-sized companies can also get better control over their financial data by integrating QuickBooks with Salesforce to track expenses, create custom reports, and gain smart insight for better sales forecasts and growth.

Reference: Zendesk,

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