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.
4 STEPS FOR SALESFORCE DEVELOPMENT
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
Salesforce Integration and Data Migration Best Practices
Discussed here are the best practices for seamless Salesforce integration and data migration:
SALESFORCE INTEGRATION AND IMPLEMENTATION
#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.