Salesforce Integrator: The 2019 Guide

Salesforce is currently the market leader in customer relationship management solutions worldwide. The solution based on cloud technology is accessible from any online support: computer, tablet, smartphone. 

The company today supports thousands of customers in their digital transformation. 

To support this explosive growth, the American publisher relies on a network of partners: integrator Salesforce, agency, technology partner. 

Since 2017, CRM Ergonized has chosen to focus exclusively on this solution by becoming an official Salesforce Integrator. 

Today, more than 25 people, CRM and Salesforce specialists are involved throughout United States to support companies in the configuration of their CRM but also Pardot, Service Cloud, Sales Cloud and Marketing Cloud. 

The ecosystem of Salesforce partners 

Since these beginnings, Salesforce has privileged partnerships with different players to grow at great speed. 

Indeed, the publisher focuses solely on its technological solution and its marketing but leaves to a whole set of partner companies the opportunity to support all its clients in the configuration, the contribution of specific technical solutions (such as the management of the electronic signature, the call center, billing or training. 

All partners find themselves on the largest and oldest application marketplace (well before the Apple Store!) In the world: AppExchange And it works According to a recent study by 2022, the Salesforce ecosystem will represent 150,000 direct and indirect jobs in United States. Today, thousands of Salesforce users download apps to optimize their CRM and improve their productivity. Discover the profile of CRM  The different types of Salesforce partners 

There are 3 main families of partners: 

THE ROLE OF THE SALESFORCE INTEGRATOR 

The role of integrators is to integrate all Salesforce tools into the customer information system. 

Each client company can call on an integrator to assist in setting up and interfacing the publisher's products. 

Thanks to their business and technical knowledge, the integrator partners provide specialized resources: Salesforce consultants. 

ISV TECHNOLOGY PARTNERS 

Many software vendors have chosen the Salesforce Developer Platform for apps on the AppExchange. 

There are about 5000 publishers on the market and they are aimed at all Salesforce enterprise customers. 

They generally meet specific needs such as invoice management, geolocation, electronic signature, data management etc. 

DIGITAL AGENCIES 

For some time, a new partner has appeared: the digital agencies. They are more specialized in Salesforce Marketing: Marketing Cloud They support businesses and marketing managers to redesign their customer journey process, loyalty programs or the exploitation of data. 

The role of the integrator 

The role of the integrator is crucial to the success of your CRM project. Indeed, Salesforce is a great tool, very complete but requires a sharp setting to be used fully. 

For example, there are Salesforce administration courses you can find on Trailhead or in e-learning form. 

In this regard, at CRM , we have a dedicated training for administrators to enable them to become autonomous in the configuration of their Salesforce CRM: Discover Do it Yourself. THE 

DISCOVERY PHASE 

The moment you choose Salesforce as CRM, the integrator comes into play. With you, he will study your company, your market, your customer relationship management processes, your technical and functional capabilities and your needs. 

In sum, why do you need a CRM and how do you want to use it? Depending on your need, the integrator establishes an estimate that you accept or not. 

THE FRAMING PHASE 

This is the key phase of your project. During this meeting, everyone is around the table: general management, sales and or marketing, technical direction. This is the moment, where everything is reviewed in great detail. 

The goal is simple: to provide you with the best Salesforce CRM possible, tailored to your needs, functional and easy to use to achieve the best return on investment possible. 

THE PROJECT PHASE 

Depending on the two previous phases, one or more consultants will take control of your project. During a specified period during the scoping phase, the certified consultant will configure your CRM. 

Thus, you will have the best possible tool that perfectly meets your needs. 

THE TEST PHASE 

At the end of the project, the consultant will ask you to test your CRM. You will be able to save data and start using your Salesforce. 

If you do not encounter any bug, your CRM will go into production and will be "live". 

THE TRAINING PHASE 

Essential to understand how your Salesforce CRM works but also to encourage adoption by all employees, training is the final step of your project. 

Assured by a Salesforce certified consultant, she mixes theoretical and practical. 

It's also an opportunity for you to ask any questions you want. It aims to train the administrator (s) who will be in charge of being able to modify the CRM as they please but also the users of the future CRM. 

LEVELS OF PARTNERSHIPS 

There are different levels of partners. Depending on its size, its ability to support small or large businesses, the number of projects already delivered, Salesforce Certified Consultants, its customer rating, and the revenue stream to Salesforce, the partner gets a level: registered, silver, gold, platinum. 

How do you become a Salesforce integrator? 

Salesforce partners are Salesforce authorized companies that develop and sell custom solutions, project implementations, and integrations. 

They must meet specific criteria to maintain their partnership. The integrators have naturally left. 

The first point to follow is to understand and respect the Salesforce corporate culture; Ohana but also its values: trust, customer success, innovation, giving, equality, well-being, pleasure and transparency. 

To join the partner community, a Salesforce account is required. 

If you do not have an account, sign up for a free Developer Edition organization. You will receive the organization's IDs that will allow you to join the partner community. 

The partner is certified and has all the capabilities to support companies deploying CRM and Salesforce CRM tools. 

Why choose CRM  as a Salesforce integrator? 

For two years, CRM  has been a Salesforce partner partner of registered partner level. We are 25 people including about twenty Salesforce certified consultants and an expert CRM executive with almost twenty years of experience. Based in United States, we operate everywhere in United States. 

We are specialized in the distribution and financial services sectors

Our consultants are able to support companies on many Salesforce clouds: Sales Cloud, Field Service, Pardot, Marketing Cloud. 

Agile and close to its customers, we have completed more than 140 projects for all sizes of companies and in different sectors of activity.