What it is:
Salesforce is widely regarded as a groundbreaking information platform which has helped revolutionise the business industry. As the World’s #1 CRM platform, Salesforce unifies all individual departments of an organisation into one integrated platform that powers the entire suite of connected apps.
The integration of Salesforce with relevant tools allows you to transfer necessary data collected from Salesforce into other systems which you then use for a streamlined process.
Why is it important / Business Value:
By integrating Salesforce with other applications, you can achieve seamless data transition to complement and improve existing systems and enhance operational visibility. This provides your organisation unified access to customers’ information, allowing you to resolve issues efficiently, identify customer needs and make data driven decisions to ensure that actions happen exactly when you need them to happen, i.e., billing at the right time.
Integration is essential for organisations to prosper as not only does the streamlined platform enhance process efficiency, but the multiple system collaboration and automation helps boost productivity.
The integration of Salesforce with connected systems is used across a wide range of departments; Accounting/Finance, Inventory Management, Payment Solutions, ERP and more. To better understand how these systems collaborate, let’s take a look at some examples.
Rather than inputting multiple entries into various systems, the connection of accounting systems with Salesforce provides a holistic view of data to form a complete CRM accounting solution.
By connecting Salesforce to your inventory management, you can simultaneously sync orders, products and purchase orders and gain a holistic view of process activity to help warehousing and stock management.
Processing payments is another key area where the integration of Salesforce thrives. The centralised approach to receiving payments via this cyber gateway allows you to accept all major credit cards which are likely to be used and subsequently stores all of these transactions in the CRM database.
Enterprise Resource Planning (ERP)
Integrating ERP with salesforce can provide substantial value to your business, from forecasting and revenue pull to end-to-end visibility and monitoring of campaign success, it offers a communal platform for ERP solutions.
Considerations of application:
The decision on which integration tool to use is dependent on the number of systems to integrate and their specifics and the amount of levels to cover for this integration.
The different ‘levels’ to be considered can be broken into four categories;
This solution uses APIs (SOAP or REST) to transfer data across systems instantly to improve data consistency and enhance team efficiency.
This merges apps and systems at the workflow level of operations to integrate end-to-end business processes.
This seamlessly connects validation methods to help reduce administration and improve the user experience.
This amalgamates the UIs of multiple systems to funnel a single entry point into relevant applications for an enhanced customer journey.
Depending on the levels of integration required for your business, you may already have an idea on your preferred method of carrying this out. For simple apps with straight forward integration points, you may focus on managing external data through the CRM UI with Salesforce frameworks.
But, we understand that complex integration projects require unique solutions. Projects that involve several apps and many integration points need a tailored approach to effectively merge the platform with existing information. A custom integration solution is just as reliable, effective and maintainable as native Salesforce apps with the added benefit of a robust solution to exactly suit your needs. CRM consultants will carry out all the necessary tweaks to combine your Salesforce platform with third-party systems to merge them at both process and data levels for an improved customer experience.
Our team of professional Salesforce consultants have extensive experience in delivering many successful projects leveraging different Salesforce products. Our tailored, robust solutions are designed to meet predefined goals defined by our customers to offer the best in class projects to help you achieve your business goals. As a Gold Level Salesforce partner, you can rest assured that Ignyto has you covered. Get in touch to find out how we can help you maximise business profits.