A business in need of bringing together their sales and core foundations for a full view of their customer base will often turn to an integration that connects their CRM (customer relationship management) platform with other important systems.
While Salesforce allows several teams across an organization to better engage with their customers, no matter where they are, oftentimes there’s a gap between crucial operations such as marketing, call centers, and emails.
In order to help businesses sell their products efficiently and maintain a good experience for their customers, Salesforce connectors to external systems are an integral part of any organizational growth.
Integrate with Salesforce
At its base, Salesforce is a cloud-based CRM that is used for managing a business’ customer base by bringing together sales, marketing and other service-related teams, such as IT or customer service.
It gives a business a full view of their customers’ journey, including the various touch points they’ve had with the different members of your organization.
By following the customer throughout their experience, a sales team can gauge the tactics that worked best and use them for future sales targets.
As a whole, the organization can also rely on this data visibility to ensure a positive client experience is constantly maintained.
That being said, there are times when an integration service becomes extremely useful for companies looking to expand operations and profitability.
Scenarios like HubSpot to Salesforce or Slack to Salesforce lead to greater efficiency and profitability. Various internal teams are able to input data and share it across their different applications.
It’s all useful information that can be used to build future strategies and meet objectives. Of course, the data sharing is done instantly and without the risk of human error.
Ultimately, as is the case with other software integrations, organizations can now focus their resources and efforts on more important tasks.
Improve Operations by Integrating with Salesforce
Considering the importance of strong communication - internally and externally - a Salesforce integration with third-party applications is the software transformation needed to keep up with departments outside of your customer service department.
For example, Slack streamlines business processes and maintains communication both with customers and their internal teams. Integrating crucial customer data into Slack from Salesforce allows a sales representative to help their colleagues in sales win an opportunity faster.
Also, leads are given a better experience thanks to a team’s quick response to their needs. It’s a win-win for both parties.
Conversely, this is often a great platform for sales teams to log important sales conversations with leads and opportunities, so they can be nurtured for future potential as well.
On the other hand, when it comes to sales and marketing alignment, incorporating data management between Salesforce and HubSpot can enforce stronger campaigns.
Easily integrated without much technical expertise, a HubSpot to Salesforce integration employs tactics and strategies tailored to leads and their interests. These combined efforts could result in more sales won for your organization.
The Benefits of a Salesforce Integration
For many growing businesses who are users of Salesforce, the choices for the type of integration differs from one organization to another.
Generally speaking, an integration helps companies automate processes and improve collaboration among their teams, giving them one resource for any details related to their inventory, clients and sales cycle.
These are important outcomes for e-Commerce based businesses that operate globally.
Depending on the objectives of a company, businesses would benefit from a NetSuite ERP to Salesforce integration in order to better view inventory management information, allowing organizations to make better decisions on item discounts or pricing.
With this, upper management can choose to redirect their sales objectives, when necessary, and inform their sales teams straight away. With continuous and consistent data updates, they’ll know immediately when it’s time to make such changes.
Having real-time access to their inventory data is a major advantage for businesses and their sales teams. By staying on top of this information and using it to make better sales-related decisions moving forward, your organization offers a better customer experience with little hassle to your internal teams.
Integrate with Boomi
Boomi boasts almost two decades of service as a leading iPaaS, and as a long-lasting partner of GURUS Solutions, ensures clients are provided with unparalleled solutions.
When it comes to integrations and connectors, GURUS has in-house experts who have mastered the techniques, development, and programming of Boomi to answer the needs of clients. No stone is left unturned.
Whether it’s reporting limitations or excessive use of Google sheets, there’s no time like the present to take your business to the next level and connect your Salesforce platform to avoid unnecessary manual errors and gain invaluable insight into data integration.
Find out more about what integrations and connectors are offered by GURUS below or contact our team of experts.