1. Secure fresh customer insights
Companies can integrate Salesforce with other customer-focused platforms, such as NetSuite and Microsoft Dynamics, along with internal customer databases. This allows them to leverage sophisticated reporting on customer usage of their products and services, enabling account managers to offer support when usage is decreasing or endorse new products or add-on services when usage is high.
2. Streamline processes
Integrating other systems with Salesforce can bring new levels of efficiency to processes that span different departments. Enrollment and tuition payment process for universities are a perfect example. Salesforce integration provides for a single view of student data, eliminating traditional bottlenecks to the admission cycle.
3. Uncover key content
When companies make frequent updates to sophisticated software, their customers can be left with substantial amounts of data to sift through. To make it easier for them to understand the critical updates made in each product release, software vendors can connect Salesforce to issue and product tracking software, enabling customers to focus on release notes that are relevant to them.
4. Connected customers
By connecting Salesforce with backend systems, wireless network providers can accelerate the provisioning of networks of any size, from those serving big events like Dreamforce to neighborhood cafes. This allows wireless network customers (and their customers) to secure online access quickly and efficiently.
5. Uncover and recover lost revenue
When a company provides products on loan to new customers, tracking products and servicing existing customers under warranty can become a challenge without the proper systems in place. Integrating Salesforce with a field service solution and ERP system delivers the visibility necessary to restore warranty service revenue.
6. Manage intricate subscription billing
A restaurant analytics platform’s customers relied on their solution to provide insight on how each section (bar, dining room, patio, etc.) of each of their establishments is running. By integrating business management software and Salesforce, they were able to bill their customers appropriately utilizing intricate parent-child relationships.
7. Enable real-time bidding
An innovative transportation management solution leverages integration to match shipments and shippers in real time through Salesforce. The moment a shipping bid has been accepted, the company is notified in real time via a truck horn.
8. Accept payments universally
Customers using public transportation can refill their transit cards to pay for rides through a range of options, via the integration between a smart chip in the card and the various systems – including Salesforce and Oracle E-Business Suite – that manage the payments.