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Salesforce integration helps in saving much of your time by removal of different procedures that you perform through manual method.

Salesforce Integrations

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.

So, what is Salesforce integration?

What Is Salesforce Integration?

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. 

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
  • Aggregation pattern
  • Bi-directional pattern
  • Correlation pattern
  • Broadcast pattern

Our Salesforce integration services are aimed at providing you with an integrated platform that is in sync with all your goals and objectives, making your work easier and faster.

Factors We Consider Before Salesforce Integration

It is important to understand that every Salesforce integration is unique in its own way and should be treated accordingly. Here are some of the key factors we consider before going ahead with our Salesforce integration services :

Type Of Salesforce Integration

Based on your requirements, we would help you ascertain the type of Salesforce integration you should go ahead with. The major types of Salesforce integrations include Real-time Integration, Real-time Mashups, Batch Integration, and AppExchange Integration.

Different integrations are suitable for different scenarios. For example, when a new record is made, it is advisable to go ahead with real-time integration as the information here gets immediately updated on both platforms. Any other type of integration would result in a delay in sync and require users to reconcile data manually.

Options For Assistance

Before continuing with Salesforce integration, it is important to ascertain who is responsible for providing assistance to you in case there is a need for troubleshooting problems.

When it comes to our Salesforce integration services, you can rest assured that we would provide you with complete assistance before, during, and after the integration is undertaken.

The Frequency With Which Data Is Transferred

Finally, we take into consideration the frequency at which data is transferred between Salesforce and the other application/system. We make sure that we focus on all relevant details needed for shifting data from one frequency to the other.

Once you are thorough with the data required to adjust and target around the course of developing the integrated platform, we can focus on the data transfer frequency.

Why Choose Our Salesforce Integration Services?

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.

Seamless Communication And Collaboration

Your organization may have different departments and different employees who prefer working on different platforms. Without integration, different departments may struggle to work with each other while operating on different platforms.

Our Salesforce integration services help different departments and employees working within your organization to collaborate and work on the same platform.

As everyone can view and work on the same UI and access the same database, it helps you improve communication and collaboration between different employees. 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.

A Holistic View Of Your Customers

On integrating Salesforce with a suitable third-party application, your team can obtain a 360-degree view of your customers and track all their activities while engaging with your organization. This allows you to ascertain specific likes, dislikes, needs, and preferences of your customers, helping you provide personalized services to them. For example, if you integrate Salesforce with a marketing and business intelligence platform, you can keep a track of all your Salesforce leads, contacts, and accounts as they engage with your business through multiple channels. The integrated platform would also allow you to be there for your customers at every buying stage, providing them with exactly what they need. Our Salesforce integration services are designed to help you understand your customers/clients better and tailor your services according to their preferences.

Our Integrations

Dropbox

Salesforce with Dropbox.

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.

Authorize.Net

Salesforce with Authorize.Net.

HubSpot

Salesforce with HubSpot.

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.

Moodle

Salesforce with Moodle

Pardot

Salesforce with Pardot.

Paypal

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

SageLive

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

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.

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.

WordPress

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

SageLive

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

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.

NetSuite

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

Zapier

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

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.

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.

Frequently Asked Questions

How long does Salesforce integration take?

The time taken for Salesforce integration depends on the platform you want to integrate Salesforce with, the tools required for integration, and the type of integration you want to undertake. On average, it takes around 2-3 months to get your Salesforce integrated with a third-party app from scratch.

Will my Salesforce data be safe during Salesforce integration?

Yes, you can rest assured that all your Salesforce data would be safe while carrying out the Salesforce integration. Salesforce provides you with layered security and allows you to set permissions and access on the integrated platform to ensure the security and privacy of your database.

Which industry benefits the most out of Salesforce integration?

Salesforce integration has benefits for all major industries, including real estate, IT, finance, education, healthcare, eCommerce, retail, and many more. As long as you have a suitable app to integrate Salesforce with, you can avail yourself of the benefits of Salesforce integration.

What is the price of your Salesforce integration services?

The price of our Salesforce integration services depends on various factors, such as the app/system you want to integrate with, the type of integration you want to go ahead with, and the tools required to carry out the integration. You can reach out to our sales team to get a suitable quote for our services based on your requirements.

Our Process

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.

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.

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.

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.

Projects Completed

Appexchange Apps

Third Party Integration

Total Team Experience

Happy Customers

Customer Satisfaction

Let's Discuss Your Project

"Chitiz and his team did a great job. Delivered a complex solution on time and on budget. Thank you. I look forward to working with you again soon."

JESSE PASSAFIUME

"I have collaborated with many Salesforce development agencies and Techila Global Services has been the absolute best. Not only do they exceed expectations, they apply their vast knowledge and creativity."

ASHLEE ROGERS.

"Techila Services was very quick to respond to my need for Senior Salesforce technical resources. They gave me a number of qualified options, and answered all questions during my timezone."

MIKAELA CHANDLER

JESSE PASSAFIUME

Chitiz and his team did a great job. Delivered a complex solution on time and on budget. Thank you. I look forward to working with you again soon.

ASHLEE ROGERS

I have collaborated with many Salesforce development agencies and Techila Global Services has been the absolute best. Not only do they exceed expectations, they apply their vast knowledge and creativity.

MIKAELA CHANDLER

Techila Services was very quick to respond to my need for Senior Salesforce technical resources. They gave me a number of qualified options, and answered all questions during my timezone.

Our Services

Salesforce Consulting

We have a team of Certified Architects to provide best solution in the industry.

Salesforce Administration

Our certified Admins can manage your Salesforce instance and enhance it as needed.

Salesforce Development

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

Salesforce Integrations

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

Salesforce Data Management

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

Appexchange Product Development

Our product development team have delivered 40+ apps and counting