How to get started with Salesforce CRM Integration for your business?

How to get started with Salesforce CRM Integration for your business?

Salesforce is termed as a vital information platform that has revolutionized business operations since the dawn of this millennium. As an effective and productive CRM solution, it has improved the sales operation of enterprises and offers innovative products and services to satisfy their customers’ needs.

By integrating Salesforce with third-party applications, organizations can now tap into vast potential which provide them with much greater operational visibility.

The following guide will offer a handful of insights into the mesmerizing world of Salesforce Integration.

What are the processes associated with Salesforce Integration?

Do you want to make the Salesforce CRM even better? Then without a doubt, integrate it with other applications to enhance your productivity and bring significant improvement in your marketing strategies so to successfully run your business.

A Salesforce integration process helps to understand your long-term business goals, so as to create a plan and provide training to your team to make your Salesforce integration services more impactful. The given study will highlight two processes associated with the given CRM model.

A. App-Based Salesforce Integration

Most of the organizations across the globe use Salesforce and sales tools such as CPQ solutions to manage data, nurture leads and provide enhanced customer service. There are various 3rd party apps integrated with Salesforce to streamline the CRM with business applications and reduce the duplication of data.

For effective Salesforce integration with apps, a business will need a strong and smooth integration platform to help your business stand among competitors. Some notable app-based Salesforce integration includes:

Salesforce Integration with QuickBooks Online

Salesforce integration with QuickBooks Online streamlines accounting operations for your business while integration data from Salesforce to QuickBooks and vice-versa where you can have the entire visibility of your business data at a single place within your Salesforce CRm which will improve business productivity and operations over the time.

View More :  What Is Supplier Risk Management, Exactly?

It comes with several benefits such as:

Data Redundancy

Data Synchronization

Effective Data Management

Salesforce Integration with Odoo:

Salesforce has become a central part of any business and if you really want to identify its true potential; then integrate it across all the systems to allow users to access genuine information as per their requirements.

Salesforce Integration with Odoo allows you to integrate your eCommerce data with Salesforce CRM for accelerate business revenues as you will get the 360 degree view of not only your customer but your product order data that can help you improve customer experience and product customization as per the data received for highly placed orders.

It comes with several benefits such as:

eCommerce Data Management

Order and Product Synchronization

Reduced Manual Data Entry Errors

Furthermore, there are other 3rd party apps that help in effective Salesforce integration, notable of them including ChimpConnect & Wix Store Integration.

B. Code-based Salesforce Integration

Besides apps, integration of Salesforce can also be done by using programming. One of the notable programming languages is Apex which is a proprietary programming language that has Java-like syntax and acts like database stored procedures.

It comes with numerous benefits such as:

Easier to use & test

Offers built-in support to Lightning Platform

Hosted on Lightning Platform and it’s been entirely controlled by it

Applicable in different versions of API

Which one is better for Salesforce CRM Integration?

We will certainly advice enterprises to invest in a Salesforce Integration partner that can realm the path of business operations and productivity with ease via third-party integrations where in the business owners and their team doesn’t have to invest in much time in hard-core programming for desired results.

View More :  Why Your Business Needs A CRM? – 9 Ultimate Benefits

Third-party or app-based integrations will provide you with an ease of configuration and support without writing a single line of code which not only saves a lot of time but is also cost-effective.

There are several Salesforce integration partners on which you can rely for App-based integrations within no time.

What are some of the major benefits associated with Integration with Salesforce?

Integrating Salesforce with third-party apps comes with several benefits:

  • Offers all-in-one 360 degree to allow employees to avoid switching systems, and stay logged to a single system to accomplish their work
  • Enhance productivity by integrating the system with automation to remove duplication of data and manual data entry errors
  • Gather information from a single siloed data source which will be beneficial for the effective data management
  • Enhanced communication by integrating two systems and leads to more information sharing
  • Automates workflows without a single line of code
  • Offers access to data at single siloed place from all integrated systems

So, if you are planning to integrate your system with Salesforce, be assured to get a quick investment return with lower implementation costs.

Concluding Thoughts:

Are you yielding for a simple yet robust Salesforce integration system to enhance your business fortune? Then take the help of successful Salesforce Integration Services and get the best result for your business in a quick time.

By now, you must also know how the right Salesforce Implementation partner can help in managing and customizing your CRM with ease at an optimum cost.

We hope that this article helps you to understand not only the Salesforce integration but can also help you with the right approach to accomplish business goals with commendable results.

Author Bio:

HeadShotI am a profound technical writer and consultant currently working with eShopSync, which is acting as a bridge between Salesforce eCommerce, SAP, Pardot and Marketing Cloud Integration to streamline bidirectional data synchronization from one platform to another.

Was this article helpful?


Shankar is a tech blogger who occasionally enjoys penning historical fiction. With over a thousand articles written on tech, business, finance, marketing, mobile, social media, cloud storage, software, and general topics, he has been creating material for the past eight years.

Leave a Reply

Your email address will not be published. Required fields are marked *