5 Incredible Strategies For A Profitable Salesforce Integration

Salesforce cloud is a must service that every business must have. The Salesforce CRM integration services have revolutionized the business by increasing sales deals, having the full details about consumers to enhance their experience and much more.

But to the salesforce integration services to its full potential, the data needs to be shared with other firms, databases, devices, and systems. And for this, you need strategies that provide successful salesforce integration within budget but without compromising the quality.

Benefits of Salesforce Integration for a business:

1) It saves time by entering data once

With the help of Salesforce Integration services, the data related to consumers or anything else has to enter only once into the system. Since this is on the cloud, the entire system updates the information at the same time which saves time. Also, this makes sure that there is no data inaccuracy due to human error.

2) It automates key processes

Great salesforce integration makes automate key processes possible. The companies get paid through quote to cash or quote to revenue process which takes time. But the Salesforce CRM integration completes this process within minutes.

3) It eliminates task to increase revenue

Good salesforce integration makes sure that employees don’t have to enter data again and again. This, in turn, helps the salespeople to focus on selling thus increasing the number of deals.

4) Better customer experience

A great integration system ensures complete knowledge of the consumer which helps the firm to serve them better.

5 Strategies for a Successful Salesforce Integration

1) Use a platform approach

• The platform approach as a service (iPaaS) makes sure that all the integration of the company is created, tested, and deployed from a single location.
  
• It provides consistency when cloud services, mobile devices etc. are connected to each other. This is very helpful when businesses evolve and require modification.
  
• This approach makes the passing of integration responsibility from one user to another easily.
  
• Also, a single platform makes it easier to handle different interfaces between systems.
  
• This strategy requires no installation or setup, instead just log in, and integrate and the rest is done for you.
  

2) Look for an iPaaS solution that supports all users

• To make things easy go for an iPaaS that is user-friendly and which can be easily installed and used for integration deployment by you.
  
• Look for a salesforce consulting service that provides a tool for integration that helps both business user and developers.
  
• This approach is lightweight, fast and should offer a browser-based model.
  
• It should be able to process both simple and complex in-depth integrations.
  

3) Look for a service that makes project portability a reality

• Look for a service that lets you port projects to the IT department when a certain department can support it longer.
  
• For this, the tools used for integration must be equal to what the company’s IT dept. is having or consistent with the business’s integration center of excellence.
  
• This portability makes the company flexible
  

4) Use a solution which supports bi-directional data syncing

• Look for a solution that syncs data across all channels.
  
• Find a tool that automatically updates data across applications ensuring that data is accurate throughout the system.
  
• Not all salesforce integration services have this feature so make sure you chose one that does have it.
  

5) Look for a low cost of entry solution

• Look for an integration model in which you have to pay annually or monthly so that you don’t invest a lot of money in one go.
  
• Before finalizing the services, make sure that you understand the pricing structure and how will it change once the needs of the firm change or the business expands.
  

To sum it up, when looking for a salesforce Integration go for a Salesforce consulting service that is simple, quick and cost-effective. It should also evolve with the business so that while expanding, you don’t face any problems.

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Created on Oct 1st 2018 01:46. Viewed 591 times.

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