Systems Integration

Systems Integration

Connect Your Business Ecosystem

We seamlessly connect Salesforce with your existing systems, creating a unified ecosystem that eliminates silos and streamlines operations.

In today's complex business environment, your Salesforce instance doesn't exist in isolation. It needs to communicate with other critical systems to provide a complete view of your business and enable smooth operations across departments.

Our systems integration services ensure that data flows seamlessly between Salesforce and your other business applications, creating a connected ecosystem that enhances productivity and provides valuable insights.

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Integration Capabilities

Connect Salesforce with your critical business systems

ERP Systems

Integrate Salesforce with your ERP system to synchronize customer data, orders, inventory, and financial information for a complete business view.

  • NetSuite
  • SAP
  • Oracle
  • Microsoft Dynamics

Marketing Automation

Connect Salesforce with your marketing automation platform to align sales and marketing efforts and create seamless lead nurturing processes.

  • Marketo
  • HubSpot
  • Pardot
  • Mailchimp

Customer Service Platforms

Integrate Salesforce with your customer service tools to provide a unified view of customer interactions across all touchpoints.

  • Zendesk
  • ServiceNow
  • Freshdesk
  • Intercom

Custom Internal Systems

Connect Salesforce with your proprietary systems and databases to ensure all business-critical data is accessible and actionable.

  • Legacy systems
  • Custom databases
  • Proprietary applications
  • Internal tools

E-commerce Platforms

Integrate Salesforce with your e-commerce platform to synchronize customer data, orders, and product information for a unified sales approach.

  • Shopify
  • Magento
  • WooCommerce
  • BigCommerce

Financial Systems

Connect Salesforce with your financial systems to streamline quote-to-cash processes and provide accurate financial reporting.

  • QuickBooks
  • Xero
  • Sage
  • FreshBooks

Our Integration Approaches

Flexible solutions tailored to your specific needs

Native Integrations

We leverage pre-built connectors and AppExchange solutions to quickly integrate Salesforce with popular third-party applications.

Best For:

  • Standard integration requirements
  • Faster implementation timelines
  • Lower implementation costs
  • Minimal customization needs

Middleware Solutions

We implement middleware platforms to create robust, scalable integrations between Salesforce and multiple systems.

Best For:

  • Complex integration requirements
  • Multiple system connections
  • Real-time data synchronization
  • Enterprise-level scalability

Custom API Development

We develop custom API integrations to connect Salesforce with proprietary systems or when standard connectors don't meet your requirements.

Best For:

  • Unique business processes
  • Legacy system integration
  • Highly customized data mapping
  • Specialized security requirements

Hybrid Integration

We combine multiple integration approaches to create a comprehensive solution that addresses all your business needs.

Best For:

  • Complex business ecosystems
  • Mix of standard and custom requirements
  • Phased implementation approach
  • Balancing speed and customization

Our Integration Process

A structured approach to ensure successful system connections

1

Discovery & Analysis

We analyze your current systems, data structures, and business processes to understand your integration requirements and identify potential challenges.

2

Integration Architecture

We design a comprehensive integration architecture that outlines data flows, transformation rules, error handling, and security measures.

3

Data Mapping

We create detailed data mapping specifications that define how data will be transformed and synchronized between systems.

4

Development & Configuration

We implement the integration solution using the appropriate approach (native connectors, middleware, or custom development) based on your requirements.

5

Testing & Validation

We conduct thorough testing to ensure data integrity, performance, and error handling across all integrated systems.

6

Deployment

We implement the integration in your production environment with minimal disruption to your business operations.

7

Monitoring & Optimization

We provide ongoing monitoring and optimization to ensure your integration continues to perform efficiently as your business evolves.

Benefits of Salesforce Integration

Why connecting your systems matters

Unified Data View

Eliminate data silos and gain a complete 360-degree view of your customers and business operations.

Increased Efficiency

Automate data transfer between systems, eliminating manual data entry and reducing errors.

Better Decision Making

Access comprehensive data across systems for more informed business decisions.

Enhanced Customer Experience

Provide consistent customer experiences across all touchpoints with synchronized data.

Increased ROI

Maximize the return on your Salesforce and other system investments through seamless integration.

Scalability

Create a flexible integration architecture that can grow and evolve with your business needs.

Success Story

See how we transformed a mid-market business with Salesforce integration

Case Study

GlobalTrade Partners

A mid-market distribution company struggling with disconnected systems and manual data transfer processes.

The Challenge

GlobalTrade Partners was using Salesforce for sales management, but their ERP system, e-commerce platform, and customer service tools were disconnected. This resulted in duplicate data entry, inconsistent information, and limited visibility across departments.

Our Solution

We implemented a comprehensive integration solution that connected Salesforce with their NetSuite ERP, Shopify e-commerce platform, and Zendesk customer service system. We used a combination of native connectors and middleware to create real-time data synchronization across all systems.

The Results

  • 65% reduction in manual data entry
  • 40% improvement in order processing time
  • 360-degree customer view across all departments
  • 22% increase in customer satisfaction scores
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Ready to Connect Your Business Systems?

Contact us today for a complimentary consultation to explore how we can help you integrate Salesforce with your critical business systems.

Schedule a Consultation