Integrations improve the functionality of your current systems and allow you to use even more features that can help you automate tasks.

Your business will benefit from a more interconnected customer experience, provide event-driven integrations, and link external systems with out-of-the-box connectors. It’s about connecting across channels, platforms, teams, and departments. There are many effective integration schemes. You can learn what multitasking and time and traffic savings are with the Magento 2 salesforce integration module. After all, integrating all your company’s activities, statistics, and service work is the way to your development.

Integration methods – a guarantee of company progress

Communication with clients and every employee of the company is quite a complex task that requires a reasonable approach to the choice of tools to build processes of interaction.

 What should be a quality connection between sales and marketing?

  • Synchronization of sales and marketing contact lists 24/7.
  • Recording marketing interaction data in the CRM.
  •  Synchronize web forms and ad forms with your CRM.
  • The integration should include results counting and web tracking for additional data on your leads.
  • Payroll tools.
  • Shift scheduling.
  • Recruiting tools.
  • As a team leader, you should be able to make the most of your time and gather useful information as quickly as possible.
  • Document sharing, with activity history and easy sharing with external applications.
  • Import Salesforce accounts, data, and contacts into your email and calendar.
  • Make new connections and hold events.

How the integration model optimizes your company

  • identify all the data elements of your organization with their attributes
  • make a list of the functional components of your IT ecosystem and define the data flows and the way you communicate between departments
  • identify bottlenecks and gaps in business processes
  • identify opportunities to automate data processing to reduce costs and increase sales
  • develop a strategic vision for the IT ecosystem of your company
  • calculate the possible return on investment in IT, identify the direction of development

These steps are the core of any company’s optimization, the goal of which is development, not stagnation. Integration tools will automate and accelerate the optimization of your company’s development strategy. What specific benefits do you get?

Financial problems

If you’re facing budget allocation and reporting challenges, then accounting automation is worth looking into. Is your current CRM + marketing structure not scalable and unable to meet the needs of transactional processes, proposal generation, or billing? Then you need to integrate a new module designed to do just that. That’s why one of the most common tasks is to investigate integrating ERP and accounting modules. You need to incorporate them into your current processes and integrate them with the CRM core.

The purpose of integration for your business

You need to leverage the powerful integration capabilities of Salesforce and connect the remaining modules into one centrally managed IT system.

The main issues of Salesforce integration modules are:

  •  identify relevant sources for all data in the company
  • mapping of data flows at operational and management levels and building the necessary metrics, reports, and dashboards for corporate management
  • merge business processes to ensure smooth internal and external cooperation

CRM Integration

In addition to the above-mentioned indicators of quality integration for business, the PowerSync team emphasizes the following in the integration of all company processes:

Contact form management, inbound/outbound email services through advanced and customizable trigger-based services, integrated and extensible call centers, and flexible application programming interfaces.

For a successful marketing strategy, you need to optimize it, coordinate sales and marketing, increase sales, and increase ROI.

With this model, you get consistently excellent customer service and faster and better responses and work of managers. 

The Salesforce integration module allows you to seamlessly move leads between teams as they move through the sales pipeline. Make your company’s CRM robust and scalable.

Bidirectional Salesforce synchronization

One of the interesting features of this integration is the ability to send lead estimates to Salesforce. This can allow your sales team to carefully prioritize their efforts.

You’re guaranteed that any changes made in one system will be automatically synchronized in the other with real-time integration. In addition, you can send lead data, such as when an individual customer reads an email, submits a form, etc.

The integration provides your sales team with more valuable data that will help convert more leads.

Accurate targeting and full automation of customer service

How do you find your ideal potential customers and attract their attention with a targeted message?

The data from integration reports is so accurate that it allows you to provide individual customers with a personalized call to action to help them take the next step on the buyer’s journey.

When you simplify the buying process for customers, you’ll see a significant increase in sales and customer loyalty.

Salesforce integration and artificial intelligence

How to “reply” to customer messages without even lifting a finger?

Integrating your company’s marketing processes will automatically satisfy your audience’s pains and needs.

The knowledge base of the integrated AI is fully customizable and can be fine-tuned to learn what you require it to say.

Salesforce integration includes integrated voice and messaging channels, caller ID, and routing that intuitively connects customers to the right department.

The integration improves not only how you find and engage, but also how you serve your customers.

Fully manage your audience’s triggers

Take control of the human element. Integrate the ability to quickly analyze your customer journey by importing historical database data.

An intriguing benefit that optimizes your marketing strategy, so you don’t waste time: is the people and their triggers export feature. It can provide Salesforce with reliable quantitative and qualitative data such as visit frequency, intent, and more.

Conclusion

The technical capabilities of Salesforce integration are diverse. The latest technology and integration principles fit into any architecture.

Bulk loading of data, synchronization of individual records, user interfaces, and event logging… All these operations are supported by default and are automatically configured to be compatible with the data structures you already use.

Your company will benefit from the flexibility and scalability of Salesforce integration. It allows you to use it in almost any existing IT landscape, in organizations of different sizes, at different stages of the lifecycle, and in different industries.