Salesforce.com, ranked as one of the most innovative companies by Forbes since 2011, offers a powerful, cloud-based CRM solution with a similarly powerful API. With its Force.com platform for third-party extensions or standalone applications and the AppExchange for monetization, Salesforce credibly claims to be a solution for all things customer data. For other software applications that touch customer data (marketing, sales, support, etc.), prospects large and small expect integration to Salesforce.
Salesforce allows admins to customize many parts of the platform and with add-ons via AppExchange, the permutations of data objects are nearly endless. Before you begin building an integration, here are a few things you should know:
You can spend months learning the Salesforce API’s limitations, error codes, etc. and creating necessary functionality on top of that, like polling for the REST API. Instead, Cloud Elements removes much of the complexity for you, such as:
Cloud Elements’ platform lets your teams develop and deploy Salesforce integrations faster, bringing new functionality to market sooner and dedicating more resources to your core product. Here’s how other Cloud Elements’ customers leverage integration to streamline processes for users and surface valuable insights.
Seamlessly integrate closed-won opportunity data from CRM or ecommerce orders to streamline fulfillment and avoid duplicate data-entry tasks. Empower sellers with up-to-date product catalog data and drive greater productivity for the accounts receivable team.
Stand out among the competition from awareness to purchase by delivering a cohesive customer experience. Activity integration powers dynamic content customization and triggers action by sellers on new leads from any channel. Cross-channel data aggregation deepens insight for marketers and sellers alike.
Quickly generate robust reporting by aggregating data across dozens of applications and NetSuite modules. Move beyond static, dated reports by automatically exporting the abstraction layer on a defined or event-driven schedule.
Customers expect to deal with organizations and brands as a whole, not as isolated groups. Integrate customer data, orders, and support tickets across your entire customer footprint to quickly resolve issues and avoid embarrassing interactions.
Some organizations manage their Salesforce instance like a transactional database. Unfortunately, there are no out-of-the-box tools to accomplish this. By leveraging an API integration platform, you break down silos between functions and aggregate actionable data from seemingly unrelated fields into summary reports and dashboards or BI tools.
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