By automating the submission of closed-won opportunities from Salesforce to your back-office ERP system, you can streamline the process of completing customer orders and automatically remove manual duplicate data-entry tasks for the finance team. This type of integration empowers your sales team with an up-to-date product catalog controlled by your back-office systems.
Automatically sync your leads from your entire marketing stack into Salesforce. This allows leads that are captured from a website, webinar delivery platform or other means to automatically ow from your marketing systems to Salesforce, enabling your sales team to receive newly-qualified leads without delays. At the same time, sales can track which activities have occurred so they can best allocate their time for follow-up activities. Marketing also gains further insights into the success of campaigns by tying leads to opportunities, which allows for deep reporting on campaign ROI.
Email is one of the most common methods for engaging with customers. Therefore, ensuring your email platform is tightly-integrated with your Salesforce deployment is crucial. An integrated email platform with Salesforce enables you to drive greater personalization of customer communications while also creating deeper segments to target the right customers at the right time with the potential of upsell opportunities.
Build out more robust Salesforce reports by enhancing them with data from other third-party data sources and legacy databases. Move beyond Salesforce reports by leveraging best-of-breed business intelligence tools— with Salesforce data automatically exported by the abstraction layer on a de ned or event-driven schedule.
Some organizations need to manage their Salesforce instance like a transactional database. Unfortunately, there are no inherent tools to accomplish this. By leveraging an API integration platform, you can get the data you need in the right spot—rolling up seemingly unrelated data into summary fields on objects, such as accounts. You can also keep sandboxes up-to-date with real data for testing, or use the iPaaS for time-based workflows, such as automatically aging opportunity data at the end of each month.
Force.com applications that are built on the Salesforce platform often require integration with outside systems or a deeper integration across the Salesforce cloud. An API integration platform can discover and work with all the custom fields and APIs that Force.com apps rely on, which plays a critical role in the adoption of the Force.com app.