Break down silos in your business by centralizing your data and automating workflows with integrations between Salesforce and your other business applications.
Our team has years of experience architecting various integration types, from out-of-the-box connectors to complex real-time integrations.
Integrate Salesforce with your financial systems such as Quickbooks, Xero, and NetSuite to automate your workflows related to customer data, sales orders, invoices, and payment information. Eliminate manual data entry, reduce errors, and streamline your processes with a comprehensive view of customer interactions and financial data. Speed up your quote to cash journey through automating invoicing, billing, or any other accounting use case. Leverage a strategic and custom integration built by a trusted partner to enhance your decision-making, forecasting, and customer service.
Enhance your customer targeting and improve content personalization by leveraging your rich customer data in Salesforce with email marketing systems like Mailchimp, Zoho, Drip, Moosend, GetResponse, Drip and more. Segment your email campaigns based on specific customer data to increase engagement with your audiences. Then, evaluate your results and plan your next steps with real-time tracking of email metrics like opens, clicks, and bounces directly within Salesforce. Our team can ensure all of your customer interactions are synced across both platforms, fostering more informed and timely customer engagement.
Accept and encourage electronic payments in a secure, compliant way directly through your Salesforce implementation by integrating payment systems such as Chargent, Stripe, PayPal, Square, and more. For our nonprofit clients, we also leverage donation platforms, including Classy and Donorbox. Streamline your sales process, reducing manual data entry, and minimizing errors by enabling direct in-platform transactions. Further enhances customer experience by providing seamless and secure payment options, and gain real-time visibility into payment status, customer billing history, and revenue data ffor better financial forecasting and decision making. Work with an experienced partner with a deep bench of both Salesforce and custom integration experts to launch your Salesforce-payment system integration.
Streamline your contract and document approval process with a document generation and e-sign platform like DocuSign to reduce time-to-close and enhance customer experience. Launch a secure system for signing important documents digitally to ensure easy tracking and storage of signed documents within Salesforce. Shorten your document generation cycles for quotes, invoices, and more. Get started with a trusted partner experienced in custom integrations.
Ensuring your customer addresses are accurate and standardized by launching address verification in your Salesforce implementation. Improve your delivery success rates and enhance your customer service by avoiding address miscommunication.
We have helped our clients, especially those reliant on the accuracy of physical mailing addresses such as catalog-based businesses, address verification services such as Smarty, and Google Geocoding API with strategic integrations.
Strengthen collaboration, streamline project workflows, and improve tracking of project milestones directly within the Salesforce platform through an integration with a project management tool like TaskRay. Enable your teams to manage tasks, deadlines, and resources effectively, improving productivity, and providing real-time visibility into project status for stakeholders.
Other Custom Integrations
We have built several custom integrations to other systems/ platforms such as ARcGIS, Filemaker, Experian NetConnect, and homegrown systems with a custom API endpoint. We can help breakdown organizational silos by building the right bridges between systems.
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Salesforce Integration Architecture Experts
We’ve built custom integrations for Salesforce with many different types of applications — from enterprise-level solutions to homegrown systems – for all kinds of industries and project goals.
As all organizations have different needs and objectives, no two integrations are the same. Some need to connect internal databases to Salesforce. Others want to harness API functionality through the Salesforce platform. Perhaps your team needs real-time, user-friendly access to enterprise ERP data. Or, your operations team needs details from Salesforce to flow into your fulfillment system.
For data integrations, we use tools such as REST, SOAP web services, ETLs, and more. We can develop either real-time or batch-oriented integrations, and we always take the most efficient path possible for your organization.
Faced with an opportunity to increase audience engagement for its clients, a consulting firm worked with Soliant Consulting for a custom Salesforce Communities-WordPress integration.