Published on
December 15, 2021

Salesforce ShipStation Integration: Why you should do it?

What is Salesforce?

Salesforce is the world's #1 CRM (Customer Relationship Management) platform. It helps your marketing, sales, commerce, service, and IT teams work as together as one from anywhere across the world, so you can provide your customers with top-notch experience every time and everywhere. Salesforce connects you to your esteemed customers in a whole new way, by helping you build more meaningful and lasting relationships, to better understand their needs, identify new opportunities to help, address any problems quicker and more efficiently, and also deploy customer-focused apps lightning fast!

Also Read: Salesforce Datacor ERP Integration- Maximizing RoI

How does Salesforce work?

Salesforce is the CRM service that provides access to all sorts of useful data by collecting customer interactions, regardless of where they take place. Whether it’s a phone call, a website transaction, or a simple social media post, Salesforce can pull up instant customer data, to facilitate faster and more informed business decisions. With Salesforce you gain a 360-degree view of each of your customers and can sell, service, and market like never before!

What is ShipStation?

ShipStation is a web-based shipping solution, that streamlines the order fulfillment process for online businesses.

It is a top-rated shipping software that helps companies by simplifying the shipping process, shipping orders quickly and easily, and also taking care of the management and fulfillment. Which helps companies streamline their operations and scale their business, without worrying about complications and inefficiencies.

How does ShipStation work?

ShipStation is the fastest and easiest way to get your products to your customers. It helps you to;

1. Import Orders

You can import your orders from more than 100 selling channels, marketplaces, ERPs, CRMs, or IMS with shipping configurations applied automatically.

2. Manage Orders

You can use ShipStation's scan-based workflows, bulk updates, and automation processes to fulfill your day’s shipments swiftly.

3. Print Labels

You may compare rates from top carriers and print labels individually or in batches of up to 500.

4. Send Tracking To Customers And Selling Channels

ShipStation instantly updates tracking information to the selling channel and the customer, once an order ship, automatically.

Why should you integrate Salesforce with ShipStation?

The integration of Salesforce and ShipStation will enable you to run automation workflows in real-time between each app, so you can save time on repetitive tasks and use it to grow your business. It is the perfect solution for any eCommerce brand or business wanting to save time, increase efficiency, and sync data across their workspace, so they can stay focused on the core areas of their business, that truly need them.

Also, beyond the Salesforce and ShipStation integration, you can use eCommerce automation to further save time across your entire tech stack. You can avail a plethora of use-cases across marketing, inventory and order management, subscriptions, customer support team, etc.

Setting this integration is easy, quick, and free. And once it is live, you can further benefit from 'Recipes', which are hundreds of pre-built workflow templates. Plus, in case you don't find an integration you think is perfect, we can always build it for you.

Here are the benefits of ShipStation + Salesforce Integration

Avail the following features & benefits by integrating your Salesforce & ShipStation:

1. Eliminate Repetitive Tasks With Automated Workflow

Save time and money by getting rid of the need to keep doing repetitive tasks, along with avoiding errors, with ShipStation’s advanced automation workflows.

It offers;

  • Automated order importing
  • Auto-assignment of orders and picking of documents for warehouse staff
  • Automatically batch shipments together
  • Application of carrier shipping services upon import
  • Automation rules based on user-defined criteria
  • Instant updating of tracking and shipping information, back to the order sources

2. Real-Time Automation Of Data And Logic

Business logic is workflow, where all the business processing happens and it's made up of events, triggers, rules, etc. This is what allows all of the real-time or batched communication and automation of the front-end website, with data and logic from the back-office applications, to extract and expose all the details of your website.

Now, these workflows can be as basic as checking a product's in-stock inventory count, to things way more complicated. The basic endpoint categories are as follows:

Contacts

Individual users, customers, or partners

Accounts

Customer accounts, partners, resellers, etc.

Inventory

Stock quantities of products or services available

Products

Products or services that your company sells or provides

Pricing Tables

Prices/charges set on your products/services

Orders

Orders placed on the web, which are forwarded to the back office for processing

By Integrating Salesforce & ShipStation you are able to achieve a 2-way sync which allows the above-mentioned datapoints to be synced as per the workflow or logic required for your business, negating errors caused by redundancy.

3. Custom-Branded Tracking Pages with Real-Time Tracking Maps

The integration of ShipStation to Salesforce offers far more than only label creation for your sales orders. You can also organize your shipping with ShipStation’s order filters, tags, and user-defined views. Now, you can also elevate your customer’s shipping experience by offering custom-branded tracking pages with real-time tracking maps, everything within your company’s brand!

4. Avail Carrier Integration Discounts

ShipStation offers carrier options with various leading carrier companies such as:

  • UPS
  • USPS
  • FedEx
  • Canada Post
  • Australia Post
  • Royal Mail
  • Sendle
  • DHL
  • FBA (Fulfillment By Amazon)

and more to be chosen by the customer. The integration between ShipStation and Salesforce means syncing of preferred shipping methods of the customer back to the CRM for further reference, this great customer service, and more scope for customer loyalty.

5. Top-Notch Customer Service

Unfortunately, companies routinely lose orders, fail to upsell accounts and frustrate customers when their self-service eCommerce applications don’t work seamlessly with back-office data, pricing, and automation. Added to this, the costs of staff intervention also raise human capital costs and prevent staff from pursuing revenue-generating tasks.

But now, courtesy of the integration between Salesforce & ShipStation, your customers need not contact sales or customer service staff frequently to troubleshoot problems with their orders or to get answers to simple questions, or manage other issues with their accounts. Saving them considerable time and energy and your company, tremendous hidden and labor costs, along with loss of customers and brand value.

The Salesforce-ShipStation integration helps you with-

  • Generating customized emails, marketing promotions, and newsletter marketing.
  • Providing a 360-degree view of each customer’s profile with real-time actions and customized reports.
  • Automating line of business apps to foster seamless connections with multiple databases and internal management systems.
  • Triggering custom quotes, accelerated workflows, and overall faster management decisions.
  • Delivering customer-centric tools for order fulfillment, support requests, and ticketing apps.

6. More scope for Scalability

This robust shipping software integration allows you to create a workflow that scales along to fit your business, with time. Also, irrespective of if you only use ShipStation for Salesforce orders, or have a multi-channel solution to shipping, ShipStation can accommodate and scale with your workflow, since it integrates with more than 200 selling channels, ERP solutions, inventory management solutions, and other system integrators. Thus, regardless of where you sell, ShipStation stays scalable with your operations.

Choose AppShark to Make the Most of Your Salesforce-ShipStation Integration

Let us help you take your customers' experience to the next level, increase sales, save time and money, and significantly skyrocket your ROI.

We are AppShark- a Gold Certified Salesforce Partner, specializing in the implementation and integration of Salesforce solutions. With more than 10 years of experience and 100 plus certified Salesforce experts, we give clients the advantage to engage in flexible models as per their requirements. From giving end-to-end Managed Services to providing hard-to-find resources on an hourly and block-of-hours basis, AppShark can help reduce the go-to time of Salesforce projects no matter how complex they are.

Let's connect to discuss your pain points, expectations, requirements, and business goals. Feel free to contact us, or mail us at sales@appshark.com