Salesforce
Integration

Want to consolidate all your
business data in one place?

The RA team assists you in

integrating Salesforce

with the apps you're already using, ensuring consistent data across the platform.

SAP and Microsoft Dynamics

To extend CRM capabilities.

Sales Cloud
Quickbooks

Increase sales and generate accurate financial data.

Sales Cloud
Slack

Improve team productivity.

Sales Cloud
Marketo & Hubspot

Drive marketing efforts.

Sales Cloud
Docusign

Sign, track, and send approvals on any device.

Sales Cloud
Mailchimp

Manage email lists and contact records.

Sales Cloud
LinkedIn

Better engage with leads.

Sales Cloud

Let the RA team help you

to find the best Salesforce solution to extend your CRM capabilities, address business challenges and deliver the change that works.

Sales Cloud
SAP and Microsoft Dynamics

To extend CRM capabilities.

Sales Cloud
Quickbooks

Increase sales and generate accurate financial data.

Sales Cloud
Slack

Improve team productivity.

Sales Cloud
Marketo & Hubspot

Drive marketing efforts.

Sales Cloud
Docusign

Sign, track, and send approvals on any device.

Sales Cloud
Mailchimp

Manage email lists and contact records.

Sales Cloud
LinkedIn

Better engage with leads.

Key Benefits of
Salesforce Integration

Routine Automation applies best integration practices from previously gained expertise. Contact us to learn more about how to improve sales, service, marketing, commerce and analytics by adding external apps and components your departments need.

Routine Automation applies best integration practices from previously gained expertise. Contact us to learn more about Salesforce integration.

choose
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Automate business processes

By integrating Salesforce with other systems such as marketing automation, customer service, and e-commerce platforms, businesses can streamline their processes. This reduces the need for manual data entry and minimizes errors.

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Ensure that data is accurate

Up-to-date, and consistent across different platforms. This improves data quality and enables more accurate reporting and analysis.

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Access information more quickly and easily

F.ex it enables support agents to quickly access customer information and history, also allows sales representatives to provide recommendations based on order history and preferences, leading to efficient issue resolution and improved customer experience.

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Salesforce integration with customer service platforms

Enables businesses to provide a better customer experience. Customer service representatives can access customer information quickly and easily, leading to better service.

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Provide your business with more comprehensive data

This enables them to gain insights into customer behavior, sales trends, and other key metrics. In turn, this helps businesses make more informed decisions and identify areas for improvement.

06 06 arrow
Automate processes and reduce manual work

This helps them scale more easily.

01 01 arrow
Automate business processes

By integrating Salesforce with other systems such as marketing automation, customer service, and e-commerce platforms, businesses can streamline their processes. This reduces the need for manual data entry and minimizes errors.

02 02 arrow
Ensure that data is accurate

Up-to-date, and consistent across different platforms. This improves data quality and enables more accurate reporting and analysis.

03 03 arrow
Access information more quickly and easily

This leads to increased productivity and efficiency.

04 04 arrow
Salesforce integration with customer service platforms

Enables businesses to provide a better customer experience. Customer service representatives can access customer information quickly and easily, leading to better service.

05 05 arrow
Provide your business with more comprehensive data

This enables them to gain insights into customer behavior, sales trends, and other key metrics. In turn, this helps businesses make more informed decisions and identify areas for improvement.

06 06 arrow
Automate processes and reduce manual work

This helps them scale more easily.

6

Steps

Integrate
Salesforce

Gather Business Requirements

Have a design session with stakeholders. Create configurational workbook.

Sales Cloud
Build Integration Map

An Integration Map can show how actually Salesforce will be integrated with your application.

Sales Cloud
Design & Estimate

The team creates a design of how to build the application and estimates the number of tasks and the project’s duration.

Sales Cloud
Implement

Deliver implementation of the application using ESB Middleware (Mulesoft, Jitterbit, Talend).

Sales Cloud
Test & Validate

The QA team provides tests and checks that the application operates on clean, correct and useful data

Sales Cloud
Support

Ensure the application functionality within the Salesforce platform.

Sales Cloud

6

steps

to Integrate
Salesforce

Sales Cloud
Gather Business Requirements

We collect all your business requirements for the application to build your company's software infrastructure.

Sales Cloud
Build Integration Map

An Integration Map can show how actually Salesforce will be integrated with your application.

Sales Cloud
Design & Estimate

The team creates a design of how to build the application and estimates the number of tasks and the project’s duration.

Sales Cloud
Implement

Deliver implementation of the application using ESB Middleware (Mulesoft, Jitterbit, Talend).

Sales Cloud
Test & Validate

The QA team provides tests and checks that the application operates on clean, correct and useful data.

Sales Cloud
Support

Ensure the application functionality within the Salesforce platform.

RA Integration Services

With more than 8 years of integration expertise, the Routine Automation team possesses the ability to deliver end-to-end integration solutions. The team has successfully configured implementations for a diverse range of businesses from different sectors such as Manufacturing, Automotive, Retail, Logistics, and many more.

Seek the guidance of RA experts to initiate your Salesforce integration, who can assist you in identifying and customizing specific solutions to meet your unique requirements.

Sales

CPQ & Billing to automate contracts and documents, and create a seamless end-to-end process that allows companies to automate their entire quote-to-cash process within Salesforce. Einstein to bring AI into Analytics. Integrate with sales workflows to provide sales reps with relevant information, recommendations, and predictions.

ERP

SAP allows incorporating your CRM data, supply chain management data, and purchasing data in one platform. Microsoft Dynamics to automate and manage the business processes across finance integrated with Salesforce enables streamlining financial processes, sales quote to order, order fulfilment, and payment.

Marketing

SalesWings to lead website tracking and lead scoring. FormAssembly works with forms and passes submitted data in Marketing Cloud. Facebook, LinkedIn, and Twitter for social media posting. Google Ads for paid search. GoToWebinar, Webex, ReadyTalk for hosting webinars, and Eventbrite for events.

Experience Cloud

Salesforce Experience Cloud enhances communication between customers, partners, and employees. When connected on one platform, you can develop deeper relationships, engage more customers, and provide services faster.

Accounting

Xero integration provides a mix of CRM and accounting, and empowers you to match your accounting and billing processes with specific Salesforce contacts. Square integration allows businesses to seamlessly connect their payment processing data with their Salesforce account. Quickbooks to generate accurate financial data.

Service

CTI to receive customer requests via telephone. Case Management to receive customer requests via email messages and web form from site. Chat to receive customer requests via Live Chat. Experience Sites to receive customer requests from portal and sites. GetFeedback to collect feedback from customers via SMS, email, site. Twilio to build solutions for SMS and WhatsApp messaging, voice, video and email.

Reviews

Join 250 + companies who’ve reached Salesforce bliss with Routine Automation
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Salesforce Integration
Services FAQs

If you still have questions, please open one of them. We’ve got answers:
What is Integration in Salesforce?

Salesforce Integration is a process of connecting databases, datastores and other systems with Salesforce CRM and other applications.

Can Salesforce be integrated with 3rd party apps?

Yes, Salesforce can be integrated with 3rd party apps. Salesforce provides several integration tools and APIs that allow developers to build integrations between Salesforce and external systems.

How long does it take to perform Salesforce integration?

From a few hours to months – it depends on the complexity of the integration. Ongoing maintenance and support are also required for the integration to continue functioning properly. Share the specifics of your project with our experts and we can give you a clear idea of what to expect.

How much does it cost to conduct integration?

Some factors that can affect the cost of integration include the complexity of the systems being integrated, the size and scope of the integration project. Contact RA team for exact estimation.

Can I provide Salesforce Integration myself?

To carry out the integration process, it is crucial to select the appropriate skilled Salesforce partner to handle it, who have the expertise to handle complex integrations and ensure that they are implemented correctly and efficiently.

What are the benefits of hiring a Salesforce partner for Integration services?

Certified Salesforce Partner have a deep understanding of Salesforce APIs, tools, and integration methods, which enables to design and implement complex integration solutions that meet specific business requirements.

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