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Today’s business world is changing rapidly. Companies must embrace digital transformation and use cutting-edge technologies to thrive in this fast-paced world. Consolidating all your primary business tools into one platform is one of the best ways to do this.
Salesforce is the world leader in CRM systems, running the workflows of thousands of businesses around the world. To unlock its full potential, Salesforce needs to connect with other programs used for processes like billing, product management, e-commerce, and more. This is where service integration comes in.
In this blog post, we'll explore the top five Salesforce connection services that can streamline your business and elevate it to new heights. We'll discuss how each service works and the advantages they offer. Our goal is to help you understand how these top services can help you connect Salesforce to other platforms, ensuring smoother processes, increased productivity, and enhanced customer experiences. You'll be well on your way to digital transformation success if you find the right integration partner to put the answer into place.
Top Salesforce Integration #1 - ERP Integration
One of the most impactful integrations is connecting Salesforce with your enterprise resource planning (ERP) solution. ERP systems serve as the backbone for managing financials, inventory, supply chain, and other critical operations, but data often sits in silos between ERP and CRM platforms.
Integrating ERP and Salesforce solves this data fragmentation, allowing workflows and transactions to flow seamlessly in both directions. For example, updating an opportunity in Salesforce could automatically create a purchase order in the ERP, or fulfilling a shipment in the ERP could mark the related order as complete in Salesforce.
With a unified view of customers, orders, inventory, and finances, your teams gain invaluable insights. They can spot trends, resolve issues quicker, and deliver VIP treatment based on purchase history and loyalty. Integration also eliminates manual data entry errors.
One client, a manufacturing company, saw a 20% increase in order accuracy after integrating their ERP with Salesforce. Their sales and customer service teams could quickly resolve issues using a single-version view of truth, resulting in better, more consistent customer experiences.
Top Salesforce Integration #2 - E-Commerce Platform Integration
In today’s digital age, customers expect engaging shopping experiences across all channels. Integrating your e-commerce platform like Magento, Shopify, or BigCommerce with Salesforce allows you to deliver just that.
This integration gives sales reps a full view of each customer’s website activity and purchases to provide personalized assistance. Shoppers benefit from interactions being tracked end-to-end, receiving order status updates directly in Salesforce without having to check multiple places.
Beyond support, integration unlocks powerful marketing capabilities. You can segment website visitors and automate nurturing campaigns based on shopping behaviors. Abandoned cart reminders can inspire the completion of unfinished purchases and product recommendations grow smarter over time as the systems learn more about individual preferences.
A leading outdoor equipment brand saw web traffic increase by 30% after launching Salesforce-integrated dynamic email campaigns. By understanding who browsed what and following up with targeted product suggestions, they drove many lapsed visitors back to complete transactions.
Top Salesforce Integration #3 - Accounting Software Integration
Joining the books with Salesforce delivers key accounting and financial monitoring perks. Linking the CRM with QuickBooks, Xero, or any other accounting solution provides a connected workflow for billing, invoicing, and payments.
Sales reps stay on top of billing statuses, payment terms, and collection calls directly from Salesforce, while accounting teams gain real-time alerts for new orders needing invoices. Additionally, automated record updates eliminate manual entry tasks that invite errors.
The accuracy of revenue recognition and cash flow projections improves with an integrated view. Finance leaders obtain consolidated reporting on KPIs like average selling prices, profit margins by product line or territory, and overall sales pipeline health.
A software company we worked with saw the time accounting staff spent on manual processes drop after integrating their QuickBooks with Salesforce. Employees redirected hours to higher-value tasks while keeping billing cycles tight with automated invoices.
Top Salesforce Integration #4 - Marketing Automation Platform Integration
Integrating Salesforce with marketing automation platforms like Pardot, HubSpot, and Marketo takes personalization to the next level. Two-way syncing provides a unified profile of each lead and customer in both systems.
Sales reps can use integrated lead scoring to prioritize outreach to the most promising candidates. Dynamic content tailors campaigns based on page engagement, items added to carts, and more. Nurturing programs intelligently route individuals to the most relevant content at each step.
Marketers gain a 360-degree view of segmentation strategies. They can build targeted lists based on Salesforce behavior like opened emails, downloaded assets, or attended webinars. Automated workflows then engage lists with customized journeys proven to move people along the funnel.
A healthcare IT company reported a 20% increase in qualified opportunities after integrating their Marketo deployment with Salesforce. Deeper profiling using combined behavioral data helped them craft more impactful, relevant campaigns that kept audiences engaged from awareness to purchase.
Top Salesforce Integration #5 - Microsoft Apps Integration
Of all third-party platforms, Microsoft ranks among the most ubiquitous in businesses worldwide. Consequently, linking Salesforce and key Microsoft apps like Outlook, Teams, SharePoint, and OneDrive offers numerous advantages.
Sales teams can access CRM data and manage pipelines entirely from the familiar Microsoft suite. Contact syncing maintains clean, unified contact profiles across all apps. Notes, files, and documents attach seamlessly to records for quick reference at any time, from any device.
Automatic activity capture in Salesforce keeps track of all touchpoints such as emails, meetings, and calls without duplicate entries. Management obtains a bird's eye consolidated view for reporting and insights.
An international logistics provider reported a 75% reduction in duplicate data entry after integrating Salesforce with Outlook and SharePoint Online. Streamlined collaboration boosted efficiency for Road warriors while sales leadership gleaned valuable real-time operational visibility.
Choosing the Best Integration Partner
As you can see, thoughtfully integrating Salesforce with other core systems delivers compelling benefits for customer relationships, operations, and the bottom line. However, fully maximizing this potential requires expert implementation by a partner deeply knowledgeable in Salesforce, your environments, and integration best practices.
Look for a solutions provider with extensive experience building customized integrations for diverse industries. Not only should they understand the technical requirements, but also how to align integrations with your specific business processes and goals. An adaptive, user-centered design approach ensures effortless adoption across all user types.
At Practical Solutions, Inc. (PSI), we have helped hundreds of companies successfully integrate Salesforce with their key business platforms. Leveraging pre-built connections and deep platform expertise, our team can swiftly design and deploy optimized integrations customized to your unique needs.
Post-implementation, we also provide ongoing support, upgrades, and enhancements as requirements evolve. Backed by dedicated integration architects and 24/7 support, you benefit from true partnership without the risks inherent in a DIY approach.
Let's Talk Integration
If streamlining your operations through strategic Salesforce integrations interests you, we’d love to learn more about your business and goals. Contact us to discuss how meticulously tailored connectivity solutions could help propel your transformation.
Our experienced Salesforce experts can analyze your current systems and workflows, and then recommend the most impactful integrations to pursue. We’ll also provide upfront scoping and pricing transparency so there are no surprises.
Most importantly, you gain a trusted advisor dedicated to ensuring the ongoing success of your integrated systems ecosystem. It’s our mission to deliver excellence through enabling digital transformation. Contact us today to get started!
Closing Thoughts
In today’s fast-changing world, digital dexterity separates the leaders from the laggards. While Salesforce itself delivers immense capability, unleashing its full potential requires weaving it together with your other core platforms.
The top five Salesforce integration services outlined here represent some of the most impactful ways to achieve unified data flow and streamlined operations across departments. With the right partner to implement and support integrated solutions, you gain a connected, insight-rich environment to elevate customer relationships and fuel sustainable growth.
Don’t get left behind! Reach out to discuss how Practical Solutions Inc. (PSI) can help your company embrace digital transformation through optimized Salesforce integrations. Our team of experts is standing by to assess your needs and design tailored connectivity roadmaps to supercharge your business.
