The ultimate goal of all businesses is to gain profits and earn a good reputation with their customers. This requires them first to find a lead, convert it into a customer, and then maintain the relationship by constantly being in touch. All of this comes under good customer relations management or CRM.
Salesforce CRM software helps you do just that. It allows people in business to track the effectiveness of their marketing techniques and tracks every customer's journey for better information on how you can convert leads into customers. As a successful CRM solution, it enhances business sales operations and provides cutting-edge insights that help you meet the needs of your clients.
Salesforce has now become crucial and integral to many organizations, especially those that value customer support and want to increase sales. Organizations can now access vast untapped resources and better operational visibility by integrating Salesforce with other applications. But they can only make the most out of the capabilities provided by the software if they integrate it with other apps.
This article will discuss some of the must-have integrations for Salesforce.
Before that, let's understand what a Salesforce integration entails.
What Is Salesforce Integration?
Salesforce integration involves combining the app's data and functionality with that of another application so it streamlines the process for a better user experience. It enables you to give your team the perfect balance of features from both platforms. Here, you can think about Google Salesforce integration by downloading a Salesforce mobile App, and thereafter combining or linking it with your sales operations reports that help better analyze business revenue, margins, conversions and profits.
Users of Salesforce frequently struggle with the problem of synchronizing data between two platforms and switching between them while carrying out particular tasks. Integration with Salesforce gives them a solution to this issue and enables them to access all the features and insights they need in a single place.
Why Is Integration Important?
Nowadays, it is uncommon for a system to operate independently. We live in a digital age where we continually need to increase our effectiveness, agility, and smoothness in operations. Integrations help us achieve these goals through collaboration and connection between multiple apps that share data. Integration features permit streamlining your entire business infrastructure and unifying it, which results in improved workflow and effective departmental communication.
Types Of Salesforce Integration
You Can Use Salesforce integrations are of the following types:
App-Based Salesforce Integration
Dedicated applications are used for integration with Salesforce. With only a few clicks, users of these apps may easily combine the data from two apps and access it on a single platform.
You would require a reliable and efficient integration platform that enables the seamless data flow between the two applications to combine your Salesforce CRM with relevant third-party apps.
Popular third-party programs like Zapier, Jitterbit, Informatica, and Dell-Boomi, among others, are often integrated with Salesforce.
Code-Based Salesforce Integration
Salesforce integration can also be done using programming and dedicated applications. The most typical instance of code-based Salesforce integration is the use of Apex. It is a proprietary programming language with a Java-like syntax.
Using Apex to implement code-based Salesforce integration has several key advantages.
These integrations include:
• Integrated assistance for the Salesforce Lightning Platform
• Simple language that can easily be used and understood
• Compatibility and suitability with various API versions
Top 4 Salesforce Integrations You Must Have
You need to integrate Salesforce with other tools to use its full potential to help you connect with your customers better and close deals with a good success rate. Here are 4 top Salesforce integrations that you must definitely have.
1. LMS Integration
You must integrate Salesforce with a Learning Management System (LMS) to have the most efficient training platform for your team and customers. This integration will help you combine training workflow data with customer and sales-related information. This way you will easily be able to train your personnel in important sales activities and gain more profit.
The relationship between customer training and the success of your product can also be established with Salesforce LMS integration. When your staff is completely prepared with their knowledge of products and can explain it to customers, potential customers will discover more about your product or service and will be more likely to go forward with the purchase. When they are able to visualize the product's utility, they will be driven to buy it.
2. Custom Code Integration
Custom Codes look after your customer problems and provide a unique solution based on your requirements. Every organization must have its developers create a custom solution to integrate data between Salesforce and other platforms. These might be costly and hard to maintain, but it is a very useful integration.
3. Communication Channel Integration
Imagine if there were to be no communication from your business to customers or if there was no communication within the company. How would the situation be?
If not for communication, how will you be able to tell your customers about your products and services and the updates in real-time? Communication is the bloodline of every organization. No operations would happen efficiently if its communication channels were blocked or inefficient.
Your level of customer engagement and communication efficiency will greatly impact your customer relations. You want to communicate information about the right products at the right time. By integrating communication tools into your Salesforce CRM software, you will be able to ensure smooth communication that retains customers and solves their problems timely.
4. Batch Integration
Batch Integration will help you integrate data systematically. It happens in a rhythm, which could be hourly, daily, weekly, monthly, or any other interval of time. The tools for batch integration will check what new data has been added since the last update and then take action for replicating that data into or out of Salesforce.
Alternatively, a batch integration can confirm when a change is made in Salesforce. If so, the integration service will update a different framework, such as an ERP or a marketing platform.
CRM Conclusion
Integrating Salesforce with other compatible apps can increase your sales, ROI, and team management. It is a shot worth trying. In fact, in today's digital age, having integrated tools is almost mandatory if you want your business to succeed. Did we miss mentioning a Salesforce integration that has benefited you? Share it with us and everyone reading this on social media along with the article link.
