Salesforce Integration Services
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Salesforce Integration Services

Salesforce is a fairly vast platform that provides users with a wide range of tools and features. However, Salesforce users need to switch platforms and use other software for carrying out specific processes. Our Salesforce integration services help you bridge this gap and provide you with a centralized platform with combines functionalities of different entities.In simple words, Salesforce integration is the process of combining the features of Salesforce with a third-party application or server.

Salesforce integration services are designed to provide Salesforce users with an ideal combination of CRM and the platform they integrate Salesforce with. When you integrate Salesforce with a third-party application, you bring all your Salesforce data and the data belonging to the other application on a centralized interface.

Salesforce Integration?

What Is Salesforce Integration?

One can integrate Salesforce using a dedicated application installed from Salesforce AppExchange or by carrying out a customized integration using codes. There are different integration patterns that can be followed by developers and consultants to integrate data between the two platforms, such as :

  • Migration pattern and Aggregation pattern
  • Bi-directional pattern and Correlation pattern
  • Broadcast pattern
Salesforce Integration Services
FACTORS WE CONSIDER BEFORE SALESFORCE INTEGRATION

Factors We Consider

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Why Choose Our Salesforce Integration Services?

Why Choose

Centralized Database

Our Salesforce integration services provide you with a centralized database that is essentially a combination of your CRM database and the application you are integrating it with.

This helps your employees to work on a single unified platform instead of switching between two platforms for carrying out specific processes.

Better Productivity

When you integrate Salesforce with a third-party application, you get to automate a number of processes and avail of features provided by both platforms. As your employees save time and effort by working on an integrated platform, their overall productivity increases.

For example, if you integrate Salesforce with DocuSign, your employees can get important documents signed electronically directly within Salesforce and share the same with a few simple clicks. As the ease of operations increases, so does the productivity of your employees.

Increased Accuracy

When your employees work on different platforms for carrying out a specific business process, there are higher chances of errors being committed, irrespective of how skilled and dedicated your employees are. Our Salesforce integration services help you sync the data between both platforms with utmost efficiency, increasing the overall efficiency of your processes. When the data is automatically reconciled between applications, the scope of error reduces significantly. Increased accuracy is important especially when you need to undertake Salesforce integration for processes related to finance, healthcare, and other fields where the sensitivity of data records is fairly high.

Ideal For Non-technical Users

Our Salesforce integration services involve the use of a low-code or no-code approach, making it easier for non-technical users to adapt to the integrated platform. Even if your employees have little to no knowledge about coding, they can work on the platform with the help of simple point-and-click tools.


Seamless Workflow Automation

Salesforce integration provides you with a significant amount of workflow automation that helps you complete more tasks over a lesser period of time.

For example, if you integrate Salesforce with Xero, you can streamline and automate your accounting workflows, allowing your finance team to process invoices, make accounting entries, and make assessments with ease and efficiency. We help you in bringing together two automated platforms that help you make your work easier with the help of clearly defined and automated workflows.

Making Data Easily Accessible

Traditionally, employees need to search for specific datasets from different applications for undertaking business processes. This often takes a lot of time that can be spent on more productive activities. Our Salesforce integration services provide you with a platform that makes it easier to access data from different platforms. When you integrate two platforms, you integrate the databases pertaining to the two platforms as well. This puts all relevant datasets that your employees may need at their disposal, saving them the time and effort needed to find and access specific datasets.

Insightful Reporting

When you integrate Salesforce with a third-party application, you can create extensive and customizable reports that take into consideration data belonging to both platforms. This provides you with holistic and more insightful reports that help the management to make important decisions. For example, if you integrate Salesforce with MailChimp, you can prepare reports that take into consideration your Salesforce leads/contacts approached via email and advanced email marketing analytics that provide you with the effectiveness of your marketing campaign.

Taking the example of Salesforce Xero integration again, the integrated platform allows your sales team, marketing team, and finance team to view and work on the same platform and access the same set of data. This allows the activities performed by all three departments to be logged into the same database, making the overall approach more organized.

Salesforce Integration Services
Our Salesforce Integration

Salesforce Integration

integrations

Dropbox

Salesforce with Dropbox.

integrations

Quickbooks

Seamless Salesforce to Quickbooks Integration provides easy synchronization of Accounts, Products, Opportunity Closed to Customer, Jobs, Products and Invoice, Estimate or Sales Order in QuickBooks.

integrations

Authorize.Net

Salesforce with Authorize.Net

integrations

HubSpot

Salesforce with HubSpot

integrations

MailChimp

Salesforce is a cloud-based application that allows you to manage your sales leads and contacts. Built-in Salesforce with Mailchimp Integration allows to import Salesforce contacts to your MailChimp list, and view MailChimp campaign activity data in Salesforce.

integrations

Moodle

Salesforce with Moodle

integrations

Pardot

Salesforce with Pardot.

integrations

Paypal

Seamless online payments using PayPal Website Payments Pro with transactions posted automatically to Salesforce.

integrations

SageLive

Salesforce Integration with Sage Live , gives small businesses real-time data connecting CRM, accounting, and financial data, and can scale with a business.

integrations

Teamwork

Sync Teamwork Projects, Milestones, and Tasks directly in Salesforce. One way sync from Teamwork Projects to Salesforce allows you to bring Teamwork Projects, Milestones, Tasks, Task Lists, and Sub-Tasks in Salesforce and have a single view of all of your projects related activities in Salesforce.

integrations

Twillio

With help of Salesforce Twilio Integration, you will be able to send and receive SMS inside and outside Salesforce. This will also allow you make inbound and outbound calls from Salesforce with help of Twilio connector.

integrations

WordPress

Salesforce with Content Management System & eCommerce Integration – Improve Sales Processes Through Real-time Intelligence.

integrations

Xero

Streamline your accounting activities and keep a track of all your bills, income, and expenses by integrating Xero with Salesforce.

integrations

SteelBrick

Accelerate channel sales and make it easy for partners to sell your products and services. As your partners generate quotes, your pipelines and forecasts are automatically updated.

integrations

NetSuite

With Salesforce Integration with Netsuite, you can create quotes or sales orders in NetSuite in real-time, directly from Salesforce.com.

integrations

Zapier

Salesforce with Zapier: Zapier gives you the power to integrate Salesforce with hundreds of other apps to automate your work.

salesforce-with-zapier
integrations

Zendesk

Salesforce with Zendesk Integration: With Zendesk, you can give your sales and support teams a holistic view of your customers with a dynamic two-way data sharing integration between Zendesk and Salesforce.

salesforce-with-zendesk
integrations

DocuSign

DocuSign Integration with Salesforce helps us strong sales cycles, increase close rates, increase productivity, and reduce paper waste, resulting in savings of time. It allows us to quickly pull data from Salesforce objects like Lead, Account, Contact, Opportunity etc.

Salesforce Integration Services
FAQ

Frequently Asked Questions

Salesforce consulting involves the process of designing, implementing, and managing a Salesforce org for a company based on its needs and preferences. A Salesforce Consultant understands the objectives that an organization needs to attain and guides them every step of the way in developing and implementing Salesforce in the best way possible
Do Salesforce consulting services include carrying our third-party integrations?
Yes, our Salesforce consultants are well-versed with the nitty-gritty details of Salesforce and help you undertake seamless third-party Salesforce integrations. Based on the industry you operate in and the service you want to integrate with, we help you integrate your data and functionality of your Salesforce org to obtain a single unified platform.
There are no fixed prices for our Salesforce consulting services. Once you book a session with us and share your requirements, we work out a package that fits your budget and helps you achieve your organizational goals. Our services are tailored to suit your specific needs and we make sure that you utilize the full potential of the CRM platform.
Here are some of the major instances that indicate that you need a Salesforce Consultant: The need for user appropriation The need for custom development The need for custom data integration The need to obtain a 360-degree view of clients
Our Process

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LISTEN

We connect you with our experts who try to understand your business requirements and challenges that you are facing with your current implementation by asking relevant questions


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SUGGEST

We provide the best solution to your complex business challenges by considering what is right for the business and its customers instead of what we think is right. This is a real definition of digital transformation for us.

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IMPLEMENT

We believe in working together rather than for anyone because we all know together we always achieve more. Hence we act as your partners who are responsible for making you and your business successful with the implementation.

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ITERATE

We strive for continuous improvement instead of perfection. Hence we listen to your feedback and according to that, we focus on making improvements continuously within each milestone, sprint, and release.

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Why TECHILA Global Services ?

Why TECHILA Global Services ?

Salesforce Development, Salesforce Consulting Service Salesforce is a powerful tool for marketing and promotions. We design and optimize your sales process to maximize cross-selling, up-selling, and deliver effective personalized marketing to your customers and also we are professional development and consulting partners.

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Our senior Salesforce developers are coding gurus on Apex, LWC and other languages

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Integrations

We have delivered 100+ of 3rd party integration with Salesforce.com natively

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Salesforce Data Managements

We handle large data migration between multiple orgs and dedupe as needed.

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Our product development team have delivered 40+ apps and counting

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