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Salesforce Integrations: The Flexibility of the Salesforce Platform

Salesforce Integrations: The Flexibility of the Salesforce Platform

As the world’s leading Customer Relationship Management (CRM) solution, Salesforce provides great customer experiences through Sales Cloud, Service Cloud, Community Cloud and other products.

Analysing the IT architecture making it all possible, Jay Hurst, Salesforce’s Senior Director of Product Management, talks about the importance of the “Geology of IT.”

Why “geology”? Because he’s talking about the stuff below the surface of the Salesforce platform – those behind-the-scenes functions customers needn’t worry about, because Salesforce developers and Platinum partners make it happen.

For example, large organisations today rely on a sophisticated network of solutions – such as Salesforce, SAP, Oracle, Java and Microsoft Excel – for their relevant business data.

How to overcome these silos? How can we centralise the data held in those programs?

Salesforce is committed to making it happen. In fact, Application Programming Interface (API) technology is a big part of the Salesforce platform. Salesforce has developed a series of APIs to make connections amongst those data sources and break down those silos.

Salesforce Connect

Salesforce integrations come to life with Salesforce Connect. Salesforce Connect leads the way for Vertical Data Integration – integrating those external data sources into Salesforce.

With Salesforce Connect, your developers can use drag-and-drop to build external data sources into your apps. It’s a secure way to integrate your back office, clouds and other Salesforce instances.

With these Salesforce integrations, the data never leaves the home program such as SAP, Oracle, and Microsoft.

The benefits are immediate.

  • Your reps can update the status of SAP orders from anywhere
  • Your service agents can solve cases faster with real-time invoices from Oracle
  • Your customers and employees can collaborate in real-time

It makes your employees more productive with a 360-degree view of your enterprise data from any device.  

Integrations for Better Outcomes

Let’s have a look at some of the integrations with Salesforce that push the envelope on the Salesforce platform and customer outcomes.

Conga: Data, Documents, Contracts, Reports

The first example of successful Salesforce CRM integrations is Conga. The Conga product suite – ActionGrid, Composer and Novatus – draws data from Salesforce records and transforms it into actionable items such as:

  • Transaction forms: Invoices, purchase orders and work orders
  • Contracts: Sales contracts, business contracts, employment contracts
  • Other forms: Proposals, Letters of Acceptance, NDAs and MSAs

Conga Courier dives deeper into the Salesforce dataset and creates dynamic output with tables, images, charts, and graphs. There are plenty of other document generation tools that provide similar services. These sit on the Salesforce AppExchange and have been specifically designed to easily plug-in to your Salesforce platform.

Pardot: Aligning your Sales and Marketing

Next up is Pardot. Pardot is the easy-to-use marketing automation tool that integrates your Salesforce CRM with your email marketing apps. With Pardot, your marketing and sales teams are aligned from the initial campaign through the entire sales journey.

The marketing team shares the campaign with the sales team, who puts the content in front of the prospects. The app integrates with the Salesforce1 mobile app and Salesforce Engage to surgically move the pipeline.

Pardot marketing automation by Salesforce gives you everything you need to drive demand, nurture leads and drive results.

The potential for seamless integration is even greater. For instance, if you’ve invested in another marketing automation platform such as MailChimp, Hubspot or Marketo, then Salesforce can integrate with those already established industry solutions as well.

Leveraging Quip for Collaboration and Productivity  

Quip is great for driving collaboration among team members, facilitating communications with teams around the globe, and creating connections with people on the move.

The app tackles two annoying parts of organisational work: long email chains and version control issues. Quip overcomes those challenges by combining documents, spreadsheets, checklists and team chat in one central hub that’s accessible from every device.

With Quip, team members can work together as if they’re all in one room, even if they’re across the world. Quip is more than a page – it’s a canvas for real-time collaboration.

Accounting Integrations – Xero or Sage

Salesforce’s integration potential continues to your finance and accounting functions as the platform connects to leading financial solutions such as Xero and/or Sage.

Too many organisations continue using Excel for their financial data. There’s enormous potential to take your financial data next level when you combine Salesforce with one of these leading apps.

Just look at these features and benefits:

Empowering your sales teams to drive the cycle  

  •      Xero makes the billing process work faster by empowering your sales teams to issue invoices
  •      Sage allows your reps to immediately turn a sale into a new work order, job spec or bill of materials (BOM)

Breaking down silos

  •      Sage improves data connectivity sales, finance and management functions  
  •      Xero gives your sales team access to financial accounts without asking the finance department for the data

Providing greater visibility

  •      Xero ensures your C-Suite gets the financial information in real-time
  •      Sage improves visibility between your front and back office teams

Ceterna is a Leader on the Salesforce Platform

The Salesforce Platform was built with integration in mind. From APIs to Salesforce Connect, to apps for Salesforce integrations, the geology of the Salesforce platform is ready for flexibility and connectivity.

As a Salesforce Platinum Partner, Ceterna’s expert Salesforce Consultants can show your business the way. Contact Ceterna today.

 

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