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Everything You Should Know About Salesforce Customization and Integration

Salesforce Customization and Integration Practices

Salesforce is a powerful Customer Relationship Management (CRM) tool that bridges the gap between businesses and consumers – delivering cutting-edge and personalised experiences to help nurture and build long-lasting relationships. The integral CRM platform empowers businesses with connected and powerful products to achieve improved efficiency in marketing, sales, service, commerce, IT, and more. It is one of the best tools for sales that help discover, nurture, and convert quality leads into profitable sales.

  • A single, one-point dashboard to discover key contacts and follow up leads
  • Provides a simple and customizable view of comprehensive sales details
  • Lets you track calls, meetings and emails automatically
  • Facilitates adding personalization, speed and intelligence to deliver valuable customer experiences
  • Clear, detailed and crisp Salesforce reports for effective decision making and improved productivity

Aspire Software Consultancy is a Salesforce development company that provides a wide spectrum of services such as designing and optimizing your sales process, Salesforce consulting, customization, and integration.

Read Also: Why Salesforce for Your Business?

Salesforce Customization – Meet Changing Demands in an Efficient Manner

Modern businesses do not want to limit themselves to cookie-cutter experiences. Today, personalization plays an integral role in influencing purchasing decisions. At the same time, businesses are interested in services and tools that can be easily customized to fit their unique processes and requirements. Salesforce is one powerful and intuitive platform that can be easily customized to streamline operations and offer tailored solutions to consumers.

Businesses may not only customize standard programs of Salesforce to meet individual needs but can also build, run and optimize their own customizable CRM solution. However, customizing Salesforce isn’t simple as there are a number of features you need to manage. Therefore, it is advisable to get someone who has expertise in Salesforce customization. Aspire Software Consultancy offers end-to-end Salesforce customization services that will help make the transition smooth and hassle-free.

Read Also: Salesforce Trends to Watch Out for in 2019

Data Integration for Salesforce Made Simple

Salesforce integration allows you to discover, access, integrate and replicate data with any other data source, including that within Salesforce itself. Yes; Salesforce to Salesforce integration allows businesses to share records and even get updated data on the same. It facilitates integrating and sharing data, leads and opportunities across multi-tiered partnerships, aiding in streamlined and faster business operations. You can also integrate your Salesforce data to other data sources, such as CRM and ERP systems, custom applications.


Aspire Software Consultancy offers Salesforce integration services, leveraging a wide range of cutting-edge tools that aid in varied functioning. Let’s have a look into the most widely used Salesforce integration tools:

  • Quip for improved team collaboration
  • Icertis for end-to-end contract lifestyle management
  • Ebsta for Salesforce and Gmail integration
  • Getfeedback for instant post-chat feedback
  • ToutApp for auto-logging email activities
  • Gridbuddy for editing, filtering and sorting data
  • Conga Composer for managing and updating Salesforce data

Read Also: Salesforce IoT Cloud System: Connect with Your Customers Proactively

Salesforce Integration and Data Migration Best Practices

Discussed here are the best practices for seamless Salesforce integration and data migration:



#1: Know the purpose of integrating your systems and migrating data – To streamline processes and improve efficiency, automate systems, enhance user adoption, and get complete customer overview.

#2: Prioritize data quality – Data cleansing and improving quality is the key step for Salesforce integration and data migration

#3: Choose integration points precisely – When integrating Salesforce to Salesforce or other data systems, keep key functions in mind such as Contacts, Products, Accounts, Orders, Quotes, Prices, Payments, and Sales History.

#4: Implement a structured approach – Use the latest Salesforce integration and data migration tools after defining clear business processes, and ones that fit your unique needs.

#5: Handle errors carefully – Make sure you manage the errors in the integration and data migration process early; otherwise, it can affect key decisions.

Read Also: Improve Your Business with Salesforce Development Services

Salesforce customization and integration can be a complex process. Seek expert Salesforce consulting services from a professional like Aspire Software Consultancy.

Remi Head of Operations at Renovo Financial, LLC

"Bakul from Aspire Software Consultancy has been integral in implementing Renovo’s manual business processes into the Salesforce system. He has an amazing team that works around the clock to deliver on all of our requests. Since partnering with his team, we have been freed up to spend more of our time thinking of creative ways to improve our business, leaving the execution piece to him. We have worked with numerous developers in the past and no one else has been as consistent & thoughtful. Any time we have had an idea, Bakul has found a way to write the code and implement it for us. Partnering with him has transformed our business. Bakul and his team are very communicative, very proficient in writing code, and actually collaborate with each project, providing feedback as to how they can improve upon my initial project ideas. We have been working together for almost two years now, and we plan to continue doing business together for the foreseeable future."

Måns Johansson Network manager

"Aspire helping us create a unique digital platform used in the Dental market. From first contact to deployment of platform, and ongoing it has been a professional and swift. Aspire has helped us to build, fine-tune our new platform. The Dentnet group highly recommends Aspire software.

Rob McNicoll Director - Copper Monkey Ltd.

"Overall I strongly recommend Aspire. I’ve worked with many different suppliers over the last decade, but in the last 3 years have only used Aspire as they have consistently provided the performance I require in my business."

Craig Vaughan Founder and Director - BrokerEngine

"Aspire team has worked incredibly hard and taken ownership of the BrokerEngine product development and support/enhancements project as of their own product. I would highly recommend Aspire Team for any such software project development."

John Ragsdale Chief Information Officer at EyeCare Services Partners (ESP)

"Great development team! Great architect skills, great ideas, experience with many different types of apps, etc."

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