If you're using Salesforce within your organization, that's great. But the question is if you are actually making the most of it. When you're working with Salesforce, it is not just the Salesforce you have to take care of. You have to ensure you have an equal track of other applications, too. That's where integrating your Salesforce solution with all those applications will create the real difference.
When it is about integrating your Salesforce solution, Salesforce integration partners are the ones that will get you started. That's your gateway for increased productivity, unified experience, and ability to deliver enhanced client engagement.
In this article, we'll go through the different aspects of Salesforce integrations so you can understand it better before getting started with it.
Types of Salesforce Integration That You Should Know
Most businesses that use a Salesforce solution tend to consider integrating their solution with other third-applications they use. The integration they consider can be divided into five categories.
1. Batch Integration
This kind of integration is popular among companies in which large amounts of data have to be exported and imported into Salesforce. It can be considered one of the most efficient and reliable ways to integrate solutions with Salesforce. This is the most suitable kind of integration to handle data in bulk. For example, you can easily acquire customer details from your CRM solution and can keep it updated regularly.
2. Real-Time Integration
This kind of integration involves immediate replication of data between Salesforce and other third-party systems or applications. The integration is effective in aligning marketing and sales activities as it helps teams handle errors quickly and supports them with queue management. This type of integration is used where real-time data synchronization is required.
3. Salesforce AppExchange
All experienced Salesforce integration partners are aware of AppExchange. It is the Salesforce marketplace for different consultants and solutions that can be integrated with Salesforce. With Salesforce AppExchange, companies can access a convenient and time-saving way to integrate additional features and functionalities to the Salesforce solution.
4. User Interface Integration
With the help of user interface integration with Salesforce, users get the ability to access different applications from a single platform. With the help of this integration, any need for repetitive sign-ins can be eliminated, which will ultimately help to boost user convenience.
For example, You can efficiently integrate the user interface of any email marketing tool with Salesforce. This will help to achieve centralized control of email marketing campaigns, saving the team from switching between systems.
5. Real-Time Mashups
This kind of integration is considered when it is required to store big files across multiple applications, which will make them accessible in Salesforce, enabling the team to access them when required. This kind of integration is considered when there's a need to create customized user interfaces in Visualforce.
The integration is suitable for quick interactions and managing small data amounts. This helps to add value to the user experience while making it easier for teams to access information when needed. Any reliable Salesforce partner in the USA can help you with this integration.
Why To Consider Salesforce Integration with Third-Party Apps
There's no denying the fact that Salesforce is a powerful CRM platform. But have you ever thought about what can help to increase its power?
Integrating the platform with other third-party applications in use can significantly boost the Salesforce power. This boost will also reflect in your team's productivity as you'll be able to access information stored in multiple applications within your Salesforce instance.
Let's get a little deeper into it and evaluate all the benefits that come along with integrating your Salesforce solution into other applications in use.
1. Improve the existing functionalities
When you integrate your applications with Salesforce, it helps to strengthen the capabilities of the platform beyond its standard features. The integration brings along multiple features, customization options, and other services that are not available in a standard Salesforce solution. This ultimately enables teams to customize the solution according to the unique business needs.
2. Automate and optimize processes
Salesforce integration brings along the benefit of seamless data transmission across different teams and departments while automating real-time data synchronization. This further helps to improve the performance of cross-department operations and also boosts the productivity of each individual.
3. Achieve data consistency
Working on Salesforce provides users with the ability to access data from multiple data sources, which could be accounting, HR, ERP, and other native systems. With this, the team gets the ability to access data in real-time while eliminating the need to perform manual data entry every time.
Performing Salesforce integration with third-party applications helps teams to ensure that there is data consistency between applications, thus eliminating chances of errors. It further helps to ensure the accuracy of information across systems, thus reducing the need to rework or perform verifications or checks.
4. Get a 360-degree view of customers
Performing integration of Salesforce with other applications helps to consolidate customer information stored and maintained in different siloed systems and applications. The integration thus helps to ensure a unified view of data. This centralized data helps teams to evaluate it easily and personalize their interactions or prepare targeted campaigns that will improve customer engagement and give better results. This helps to improve customer service by improving the understanding of their expectations among team members.
5. Save cost
Considering Salesforce integration is undoubtedly a cost-effective solution to consider instead of developing custom solutions from the ground. Third-party applications are built in a way that they can simply be plugged and played, thus helping to cut down the development cost and time involved. So, instead of crafting applications and maintaining complex functionalities, Salesforce integration with a Salesforce partner in the USA can be a big help to leverage pre-existing solutions that are already tested for efficiency.
6. Boost customer experience
Conducting integration of third-party apps with Salesforce can be a big help to improve the customer experience. The process enables teams to access relevant customer insights, data, and tools. It helps them to efficiently integrate customer support apps and marketing automation tools with Salesforce, thus providing teams with a holistic view of everything within their Salesforce org.
Thus, we can say that Salesforce integration helps teams to achieve a comprehensive view of everything, enabling teams to personalize customer engagement as and when needed, ultimately opening doors to conduct better customer experience.
Get Started with Salesforce Integration with Reliable Salesforce Experts
Having a complete look at the points mentioned above gives clarity about how Salesforce integration can be a real boost for a company's growth and employees' productivity. Any company, big or small, tends to use multiple applications within each of its departments, making it difficult to access and maintain data in a unified way that can be accessible to all teams. This loophole can be filled in with Salesforce integration.
There's nothing more important than data for a company, and Salesforce gives teams the ability to access that data on a centralized platform. And to make that possible, you need a reliable Salesforce implementation consultant. Top Salesforce consulting companies like 360 Degree Cloud can get you started by evaluating your integration needs and enabling a streamlined process to connect your apps with Salesforce and access the data within a unified view.
