Salesforce Integration

For a wide range of applications ready-to-use connections are available for a wide range of applications.

Salesforce Integration

In an optimized process, employees have the right information at all times for the task to be performed and the time required for entering the required data is minimized. This can be realized in the easiest way when the same application can be used for all tasks. But is this really handy? For some tasks, applications are already available that perfectly support certain tasks.

Re-inventing the wheel because everything that has to be kept within one application is often very expensive and the result is not always satisfactory. A 'Best of Breed' strategy in which one uses the best application on the market per task (area) can be very successful. A prerequisite is that these applications integrate well with each other, the employee does not have to be charged with double input or use multiple applications when carrying out one task

Although it is technically possible to place the entire administration in Salesforce, in practice it often happens that certain processes are supported from other applications such as an accounting package or ERP application. In general, specialist tools are also used for marketing. Integration with these applications is then desirable to prevent double entry, ensure data integrity and prevent employees having to consult multiple applications at the same time.

Good integration improves the effectiveness of all applications involved. The whole becomes more than the sum of the parts.

Ready-made connections with Salesforce are available for a wide range of applications. If there is no predefined connection available or an existing connection is not sufficient, Salesforce offers a comprehensive interface. With this interface we can realize a customized Salesforce integration for you.

Connect to On-premise applicatiions

A link between Salesforce and an ERP application can ensure that information can be used in both applications without having to enter twice. It also makes it possible to gradually renew administrative processes without having to replace the existing system immediately. Workflow bottlenecks can be resolved with Salesforce without having to make major changes to legacy systems.

We have a great deal of knowledge of SQL and Microsoft System Integration Services, we work easily with existing APIs and have extensive experience in realizing customized links.

Salesforce Integratie: Screenshot SSIS dataflow

Integration Services dataflow

Connect to On-premise applicatiions

A link between Salesforce and an ERP application can ensure that information can be used in both applications without having to enter twice. It also makes it possible to gradually renew administrative processes without having to replace the existing system immediately. Workflow bottlenecks can be resolved with Salesforce without having to make major changes to legacy systems.

We have a great deal of knowledge of SQL and Microsoft System Integration Services, we work easily with existing APIs and have extensive experience in realizing customized links.

Connect with Websites

Websites play an important role in providing services or products. From contact request to ordering products, a website is generally the first place where a customer provides data. A customer fills in data on a web form and this data is then further processed in various business processes. Not infrequently, information is entered on a web form and sent by e-mail to the department that then has to process this information manually. That can be more efficient.

By creating a connection between Salesforce and the content management system of the website, the flow of information can be optimized and manual input is limited. This offers many opportunities to improve the customer experience through marketing automation and quick order processing. The information flow can also go two ways. The product catalog can be managed in Salesforce and product information such as availability and other variable data can be automatically displayed on the website.

One of our clients is a leading training institute. It is important that information about the availability of programs on the website is always up-to-date. For this client we have, in cooperation with the website builder, realized a connection between Salesforce and the content management system Sitecore. This link allows the customer to handle the entire enrollment process in Salesforce. When a customer enters the registration form on the website, the information is stored directly in Salesforce so that the registration can be processed quickly. The number of participants in the requested training is immediately updated and the availability on the website is adjusted automatically.

Do you use Salesforce and do you have a website? We are happy to advise you on the benefits that the linking of both can provide.

Connect with Websites

Websites play an important role in providing services or products. From contact request to ordering products, a website is generally the first place where a customer provides data. A customer fills in data on a web form and this data is then further processed in various business processes. Not infrequently, information is entered on a web form and sent by e-mail to the department that then has to process this information manually. That can be more efficient.

By creating a connection between Salesforce and the content management system of the website, the flow of information can be optimized and manual input is limited. This offers many opportunities to improve the customer experience through marketing automation and quick order processing. The information flow can also go two ways. The product catalog can be managed in Salesforce and product information such as availability and other variable data can be automatically displayed on the website.

One of our clients is a leading training institute. It is important that information about the availability of programs on the website is always up-to-date. For this client we have, in cooperation with the website builder, realized a connection between Salesforce and the content management system Sitecore. This link allows the customer to handle the entire enrollment process in Salesforce. When a customer enters the registration form on the website, the information is stored directly in Salesforce so that the registration can be processed quickly. The number of participants in the requested training is immediately updated and the availability on the website is adjusted automatically.

Do you use Salesforce and do you have a website? We are happy to advise you on the benefits that the linking of both can provide.

MailChimp

MailChimp has its own free integration app in the Salesforce Appexchange which in itself offers quite a few possibilities. However, other integration tools are available that can be used for a small fee to improve integration. By combining a few of these tools, an integration can be realized in which the complete email marketing is controlled from Salesforce without this being associated with high monthly payments. The monthly newsletter goes out automatically, opt-outs are automatically processed and the results are immediately visible in Salesforce.

But there is much more. In MailChimp there is the possibility to personalize e-mails. The content of the mail is adjusted according to the recipient. Why bother the customer who has just purchased product X iwith a promotion of product X? By making smart use of the segmentation possibilities in MailChimp and linking these to campaigns in Salesforce you can start with the personalized approach of different target groups, without the additional management of all kinds of email lists. Within Salesforce it can be realized that contacts are automatically assigned to certain campaigns based on criteria. The manual updating of emaillists is thus a thing of the past.

We have experience with integrating MailChimp and Salesforce and are able to automate a large part of the email marketing with a clever combination of tools and a little customization.

Mailchimp

MailChimp has its own free integration app in the Salesforce Appexchange which in itself offers quite a few possibilities. However, other integration tools are available that can be used for a small fee to improve integration. By combining a few of these tools, an integration can be realized in which the complete email marketing is controlled from Salesforce without this being associated with high monthly payments. The monthly newsletter goes out automatically, opt-outs are automatically processed and the results are immediately visible in Salesforce.

But there is much more. In MailChimp there is the possibility to personalize e-mails. The content of the mail is adjusted according to the recipient. Why bother the customer who has just purchased product X iwith a promotion of product X? By making smart use of the segmentation possibilities in MailChimp and linking these to campaigns in Salesforce you can start with the personalized approach of different target groups, without the additional management of all kinds of email lists. Within Salesforce it can be realized that contacts are automatically assigned to certain campaigns based on criteria. The manual updating of emaillists is thus a thing of the past.

We have experience with integrating MailChimp and Salesforce and are able to automate a large part of the email marketing with a clever combination of tools and a little customization.

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