Salesforce Integration

In today’s highly competitive business landscape every business needs to map its processes effectively onto a CRM to boost productivity. Highly competitive markets demand processes to be operated from a single unified platform. Salesforce is an extremely powerful tool to have but on its own, it can only do so much. In order to unlock its true potential, you should integrate it with all the other business apps you need and require. We can help you achieve exactly this by integrating your Salesforce with virtually any software that you or your teams needs to achieve optimal results.

OverviewFAQ

We integrate Salesforce with Third Party Software

In order to run and manage all their business processes from within their CRM, businesses need customized integrations. Some of the most common integrations that make a CRM ready for your Marketing and Sales teams include Email Syncing Integration, Email Campaign Integration, Marketing Automation Integration, and Accounting Integrations. Our Salesforce Consultants can help you choose the optimal solutions for your business and get your system up and running in no time.

Integrating Salesforce with other business applications in the cloud or onsite is crucial for managing all your customers, partners and prospects in real time. You can easily harness important data from multiple channels and attain a 360-degree view of all your customer information. When it comes to our Salesforce integrations, the whole is definitely greater than the sum of its parts and you can be certain that you are getting the maximum return on investment. Our solutions are perfect for ensuring complete connectivity and adding value to your organization’s finance, support, sales, and marketing departments.

Integrations with Salesforce CRM ensure that all of your data is synchronized, providing you with a unified, real-time view of your customers and business processes. This enables your team to be more effective when it comes to managing data as the need to go back and forth between systems for data gets eliminated. Be it the front-end e-commerce platform you are using or a marketing automation tool, Salesforce integrations ensure you have all of your data automatically organized in one central location, which is not just convenient but also highly beneficial since having access to the right information at the right time can help you get more done and close more deals.

Our Salesforce Integration Process

Requirement Gathering

The first step towards a successful Salesforce Integration lies in understanding the business needs and requirements in question. Our Salesforce developers take this step very seriously and will conduct a thorough process analysis with your team to understand your business requirements and needs. This is done to ensure that you get the best Salesforce Integration in the market and one that aligns perfectly with your Salesforce architecture.

Integration Implementation

After thoroughly understanding your business requirements and needs, the next step in our Salesforce Integration services involves modifications to your instance to set it up for a successful integration. This can involve a range of different tasks i.e. building new dashboards, objects, or fields.

Migration of Data

Once your Salesforce Integration is set up and ready, we move towards the most crucial step in modifying your data for integration. The bi-directional flow of data between your Salesforce instance and third-party integration needs to be monitored and modified to ensure stability. As Official Salesforce Partners, we employ the latest ETL tools in our data migration in Salesforce.

Salesforce Training

After successfully implementing the Salesforce Integration, we will provide Salesforce Training to help you understand how the integration is working for your business. Understanding your integration is how you identify how to get the most out of it. With our training services in Salesforce, your team will be able to identify trends, insights, and opportunities that can translate into greater ROI.

Why Rolustech?

Whether you’re planning to integrate a new or existing app with Salesforce, you can count on us. As Certified Salesforce Partners, we will discuss your needs and devise a through Salesforce integration strategy, to seamlessly integrate the optimal solution with your Salesforce. We will fine tune and map the application to your specific business practices and security requirements, ensuring the benefits of Salesforce CRM are fully realized. With our added ability to customize Salesforce according to the unique needs of each business, we make sure your Salesforce implementation is truly holistic.   

Bear in mind our expertise is not limited to just a few integrations. With a decade of experience in the CRM industry, having successfully executed more than 700 projects, Team Rolustech has the ability to comprehend all sorts of problems and come up with the best possible integrations tailored specifically for you. All integrations in Salesforce have to be modeled in APEX (a proprietary language). Our talented Salesforce development teams are experts in APEX. We have extensively developed Salesforce SOAP API components in the past with features such as secure application programming interfaces, flexible customization of complex business processes, and functionality from Apex, REST, Metadata, and Visual force APIs. Furthermore, with a full range of Salesforce Implementation, training and support services, Rolustech draws a road map for every business that leads to guaranteed results.

Q. What is meant by integration in Salesforce?
A typical enterprise may use several different applications. However, these are often not designed to seamlessly work with one another and with Salesforce out of the box. Salesforce integration with these apps helps organizations achieve greater levels of operational consistency, efficiency, and quality. Each application can have data, business logic, presentation, and security layers, all of which are possible targets for integration.

 

Q. What is the Salesforce Integration Process?
The Salesforce Integration Process can vary depending upon the third-party application. However, in most cases the process is:

  1. Get Authentication Code from External Application
  2. Use code to get Access Token
  3. Connect with External API on Third-Party Platform

 

Q. How are Salesforce integrations different from Salesforce plugins?
Salesforce plugins are ready to deliver products that can be downloaded to add functionality offered by a third party app within Salesforce. Integrations also provide functionality from third-party apps within Salesforce, however, integrations are developed specifically for the users that require the specific functionality in a given app and are not readily available to be downloaded by everybody.

 

Q. Is it possible to integrate accounting apps with Salesforce?
Yes, there are multiple accounting apps, including but not limited to QuickBooks and Xero, that can be integrated with Salesforce depending on the specific needs of the user.

 

Q. Is it possible to integrate telephony apps with Salesforce?
Yes, it is possible to integrate telephony apps with Salesforce that can allow users to make and receive phone calls as well as text messages from within Salesforce.

 

Q. Why choose a Certified Partner for Salesforce Integration?
Roustech is a certified Salesforce partner with an expereince spanning over 11 years. We have a dedicated team of Salesforce experts that has delivered countless projects across different industry verticals. Let us know about the software that you wish to integrate with Salesforce and we’ll help you integrate it seamlessly.

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