In this digital era, businesses are well-versed with the revenue-generating potential of data. However, there is no denying that vast amounts of data is being generated across sources such as CRMs, ERPs, IT, mobile apps, and custom applications. The struggle over here is to employ this data for higher insights, greater productivity, and efficient operations. And this is where seamless and secure integration amongst all your internal and external business systems play an essential role in resolving conflicts around data inconsistency, irregularities, duplicacy and so on across departments and customers.
If you leverage the Salesforce CRM platform, you know about the company’s appetite for cutting-edge innovation and seamless business connectivity. Not only can you employ Salesforce integrations to connect any number of internal and business tools, but deliver connected experiences to your users, employees, and stakeholders. From increasing productivity and enhancing customer experience, to enabling a holistic view of customer interactions, Salesforce CRM integrations is what you need to grow your business at speed and scale.
In this blog post, we will discuss the benefits of Salesforce integrations and how it can change the way you view, share, and access information across systems and channels. Also, we will cover the top 7 Salesforce integrations in 2023 that your business needs for competitive advantage.
Deliver connected experiences with Salesforce integration
Salesforce integration means connecting the data and functionality available in the SaaS CRM platform with other internal and/or external platforms to provide users with a unified experience. This interconnection amongst a solid CRM and other leading-edge tools suits most business models and promises endless adaptability to business processes. Salesforce third-party integration solutions can streamline collaboration between teams, enable cross-platform data visibility, and provide a complete view of operations.
Benefits of Salesforce integration with third-party applications
Salesforce integrations have resulted in increased efficiency and productivity of various businesses across the globe. Here are some benefits of salesforce integration that you can leverage for your business:
- Data can be converted to a common format and be synchronized or exchanged between several applications.
- A holistic view of company operations boosts your team’s productivity and eliminates friction by automating business processes.
- Integrating internal/external systems with your Salesforce CRM results in non-redundant data, which expedites data-driven decision making.
- Make collaboration easier through effective communication across teams with Salesforce integration.
- It improves transparency between teams and critical information becomes easy-to-access and use.
- Access data from different sources with the help of APIs and unified CRM platforms.
7 must-have Salesforce CRM integration for higher business productivity
In this blog, we will cover the 7 Salesforce integration that you must leverage for your business.
#1: Salesforce integration with Adobe Marketo for sales-marketing alignment
Adobe Marketo is a SaaS-based marketing automation software that helps you streamline lead engagement, nurturing and conversion activities along with a wide array of other solutions. Marketo Salesforce integration enables you to streamline operations between sales and marketing by keeping leads, accounts, and other records intact. It can boost productivity, improve ROI, and develop specialized campaigns to gain new customers. Check our blog, Why and how to integrate Salesforce CRM with Adobe Marketo to integrate these powerful platforms.
Salesforce Adobe Marketo integration major achievements:
- With Adobe Marketo Salesforce integration, your sales reps and marketers can gain a real-time view of data for better insight and intelligence.
- Salesforce Marketo integration provides consistent data across both platforms preventing data redundancies and errors.
- Salesforce and Adobe Marketo integration create a more comprehensive picture of your leads and contacts, providing behavioral and demographic insights.
- The integration allows you to create automated workflows for better lead nurturing, making the work seamless.
- Automate email campaigns with personalized messages for different segments of your target audience from Salesforce or/and Adobe Marketo and seamlessly update results on both the platforms.
#2: Salesforce Mulesoft integration for seamless connectivity between platforms
Salesforce Mulesoft integration is widely acclaimed to assist with any/all of these objectives- allow seamless integration between internal/external systems, employ automation to boost operational efficiency, and leverage data-driven insights to improve digital experiences. Check our blog, MuleSoft Salesforce integration: Best practices and use cases to know more around this combined solutioning and how to achieve this goal.
Salesforce Mulesoft integration major achievements:
- You gain the complete picture of your operations and process across internal and external platforms with Salesforce integration with MuleSoft, which means you don’t have to juggle between several tools to gain a 360-degree view of all business/user data.
- Seamless integration leads to better insights, higher analytics and faster decision-making.
- A unified view of your data helps develop scalable integration frameworks and deliver connected experiences across channels.
#3: Salesforce Zendesk integration for superior customer service
Zendesk is a popular customer support platform that allows you to manage customer conversations across email, social channels (Twitter & Facebook), chat, and phone. The idea behind Zendesk is to empower organizations to track, prioritize, and improve customer relationships by offering superior customer service.
Zendesk Salesforce integration allows you to unite two customer-facing teams (sales and customer support) on the same page. It provides your sales team with complete access to the sales and supports data from both tools, creating a single customer profile. This holistic view is then leveraged by your support agents to offer relevant solutions fast.
Salesforce Zendesk integration major achievements:
- Zendesk Salesforce integration allows you to maintain all customer data in a single system (on Salesforce), accessible from either of the platforms.
- Salesforce Zendesk integration allows sales reps access to customer tickets and conversations conducted by the support team. Sales reps can then view, create, and update tickets while seamlessly collaborating with the support team.
- The integration gives agents access to a unified view of customer information through which they can deliver engaging customer service experiences, drive upselling opportunities, and boosy sales and support agents’ productivity.
- Salesforce Zendesk integration creates automatic workflows for instant resolutions improving the productivity of sales and support teams.
#4: Salesforce Adobe Commerce integration for personalized shopping experiences
Adobe Commerce is an open-source eCommerce platform from Adobe providing merchants with flexible headless and API-based functionalities for building cross-channel online stores. Salesforce and Adobe Commerce integration allows synchronizing CRM and eCommerce data, such as orders, contacts, inventory, and more, to generate a holistic view for shoppers and teams across divisions. Check out our resource on Salesforce Magento integration and how partnership ensures success.
Salesforce Adobe Commerce integration major achievements:
- Salesforce Magento Integration helps you to capture and nurture prospects as they engage with your store and digital content.
- It allows your business to plan marketing campaigns based on customer response analysis.
- You can manage your contacts, collect shoppers’ information and make it easily accessible to all.
- The integration synchronizes data between the Salesforce CRM and Magento, thus boosting order management efficiency.
- Adobe Commerce Salesforce integration creates a seamless sales cycle by easily importing and exporting customer data, products, invoices, and billing information.
#5: Salesforce SAP integration for accelerated digital transformation
SAP is a leading ERP (enterprise resource planning) platform that unlocks end-to-end automation to enhance business efficiency and improve coordination between sales, marketing, accounting, manufacturing, distribution, and customer support departments. Salesforce SAP integration ensures smooth and seamless data handling and management, gaining valuable insights about the customers through real-time data automation. Check out our blog on 8 ways Salesforce integration with SAP accelerates business transformation to evaluate the various use cases you can accomplish with this combined solutioning.
Salesforce SAP integration major achievements:
- Salesforce SAP integration synchronizes data and removes order management inefficiencies, eliminates time delays, and allows for a seamless order fulfillment, invoicing, and delivery process.
- Salesforce SAP integration enables data consistency by utilizing data for various business processes, eliminating the need for dual data entry, and decreasing data redundancies/errors.
- The integration provides a 360-degree view of your customers’ purchases and preferences on a single dashboard, to execute custom marketing strategies.
#6: Salesforce Slack integration for enhanced collaboration
You’re probably aware of Slack as a preferred workplace communication app that allows you to communicate with anyone in your organization. Its intuitive, engaging and segmented dashboard allows you to organize communications by channels or send private messages to share data, files, images, and more easily. Salesforce Slack integration facilitates easy communication between Slack and Salesforce Chatter, improving collaboration and productivity.
Salesforce Slack integration major achievements:
- Salesforce Slack integration ensures that all relevant team members always have access to the lead’s status. This reduces miscommunication and gives a clear picture to teams.
- The integration of Salesforce Slack unifies all the information on one platform without letting teams switch between applications, saving costs and time.
- With the help of Salesforce Slack integration, you can create specific channels and organize communications by channels or private messages to keep things in one place.
- Salesforce Slack integration enables users to ease their routine jobs, enhance performance, and eliminate human errors. You can standardize voice mails, emails, prioritizing tasks, and other daily activities.
#7: Salesforce DocuSign integration for document signing and management
DocuSign is an electronic signature tool that allows you to send, sign and track agreements and approvals from anywhere on any device digitally. Docusign salesforce integration can help your close business deals faster, shorten sales cycles and reduce paper waste.
- Salesforce DocuSign integration major achievements:
- Salesforce DocuSign integration digitizes and streamlines agreements and simplifies approval workflows on secure digital platforms.
- The Docusign salesforce integration provides real-time updates into Slack.
- It lets you easily create contracts with information about customers’ profiles in Salesforce.
Partner with Ranosys to implement Salesforce integrations effectively
To ensure your applications send the right data at the right time and to the right teams, Salesforce integrations is the excellent choice for your business. Be it native Salesforce integration or third-party integrations; our Salesforce-certified experts will help you overcome all system integration challenges and suggest the best practices for synchronization.
