Salesforce Integration Services

Gain 360° customer visibility by connecting any data and automating business processes

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Get Complete Customer Insights with a Unified Business System

Salesforce Integration Services offers a powerful solution by connecting disparate systems and automating business processes, providing a 360-degree view of customer interactions and data.

What Makes AppShark's Salesforce Integration Services Vital for Your Business?

As businesses grow, they often rely on various software systems to manage different functions—such as customer relationship management (CRM), enterprise resource planning (ERP), marketing automation, e-commerce, and accounting. However, when these systems operate in silos, it can lead to fragmented data, inefficiencies, and missed opportunities. AppShark’s Salesforce integration services address these challenges by bringing all these systems together, ensuring that data flows seamlessly between them, and providing a holistic view of your business operations.

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AppShark's Extensive SF integration Capabilities

Our team has successfully completed hundreds of integrations ranging from ERPs and Web Services to Databases and Legacy/In-house systems, etc. Some of these integrations are packaged for easy deployment through the AppShark Connect AppExchange Package, making the process simpler and more efficient.

Automate the Opportunity-to-Cash Cycle

One of the key areas where Salesforce integration can have a significant impact is in the integration of ERP systems. Our Salesforce ERP Integration services support your sales and service teams by automating the opportunity-to-cash cycle, thereby enhancing efficiency through the relevant exchange of information. By integrating Salesforce with ERP systems such as SAP, Oracle, NetSuite, Epicor, Sage, and Microsoft Dynamics 365, businesses can ensure that their sales data is directly tied to their financial and operational data.

This integration enables real-time access to critical information such as inventory levels, order statuses, and financial forecasts, allowing sales and service teams to make informed decisions quickly. Additionally, automating processes such as invoicing and order management reduces manual errors, accelerates the sales cycle, and improves cash flow management, ultimately contributing to a higher return on investment (ROI).

ERP integration

Real-World Application

Consider a manufacturing company that integrated Salesforce with its ERP system. The sales team gains instant access to inventory and pricing information, resulting in faster quote generation and order processing, ultimately enhancing customer satisfaction.

Accounting Integration

Streamline Financial Data Sharing

AppShark’s Salesforce Accounting Integration services allow businesses to sync their Salesforce CRM with accounting apps such as ZOHO, QuickBooks, Xero, FreshBooks, and Waveapps. This integration streamlines the sharing of financial data across the organization, empowering sales teams with enhanced buyer profiles, efficient invoice management, improved forecasts, and valuable data-driven insights.

With Salesforce Accounting Integration, sales and finance teams can work more closely together, sharing critical information in real time. This not only improves collaboration but also ensures that financial data is always up-to-date, leading to better financial planning and more accurate forecasting. Additionally, the integration automates processes such as invoice generation and payment tracking, reducing the administrative burden on your team and freeing up time for more strategic activities.

Also, check out how Salesforce and Eloqua Integration can refine your marketing strategies, elevate lead nurturing, and drive higher conversion rates through customized engagement.

Enhance Collaboration Between Sales and Marketing

We at AppShark offer Salesforce Marketing Automation Integration services to bridge the gap between these two functions by integrating Salesforce CRM with your marketing automation platform. Whether you’re using Marketo, HubSpot, Mailchimp, or Eloqua, this integration ensures that data flows seamlessly between sales and marketing, enabling more effective campaigns and sharper customer outreach.

By automating the exchange of data between Salesforce and your marketing automation tools, you can ensure that your sales team has access to the latest leads and customer interactions. This enables sales reps to follow up more effectively and personalize their approach based on the most recent marketing activities. Additionally, the integration allows marketing teams to gain deeper insights into the effectiveness of their campaigns, as they can track how leads progress through the sales funnel and make data-driven adjustments to their strategies.

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Also, check out how Salesforce and Eloqua Integration can refine your marketing strategies, elevate lead nurturing, and drive higher conversion rates through customized engagement.

Ecommerce integration

Create a Seamless Customer Experience

Our Salesforce E-commerce Integration services ensure our clients receive a seamless customer experience through Salesforce CRM integration with e-commerce platforms like Magento, WordPress, Shopify, and WooCommerce, enabling 360-degree operational visibility and an effective customer journey. This integration allows businesses to run hyper-personalized campaigns, build seamless customer experiences, and drive higher conversion rates.

By integrating Salesforce with your e-commerce platform, you can guarantee that customer data is consistent across all touchpoints, from initial contact to purchase and beyond. This enables you to create personalized marketing campaigns that resonate with your customers and drive engagement. Additionally, the integration provides real-time insights into customer behavior, allowing you to optimize your sales strategies and improve customer retention.

Discover how Salesforce E-commerce Integration can transform your business. Learn why and how with our in-depth blog on Salesforce E-commerce Integration services.

Harness the Power of Data Intelligence

Data is one of the most valuable assets a business can have, but it's true potential can only be realized when it is effectively harnessed and analyzed. Our Salesforce Database Integration services enable your business to integrate Salesforce CRM with external databases such as Oracle, MySQL, Microsoft SQL, Teradata, and MongoDB. This integration allows organizations to derive actionable insights and data intelligence, helping them make better decisions and drive growth.

With Salesforce Database Integration, you can create a unified data environment where all your critical information is easily accessible and up-to-date. This enables you to analyze data more effectively, uncovering trends and patterns that can inform your business strategy. Whether you’re looking to improve customer segmentation, optimize your marketing campaigns, or enhance your product offerings, the insights gained from integrated data can provide a competitive edge.

Database integration

For example, a financial services firm has integrated Salesforce with Oracle databases to consolidate client information and transaction data. This integration improved data accuracy and enabled the firm to deliver personalized financial advice to clients.

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Simplify Your Business Processes

At AppShark, we understand that every business has unique needs, and that’s the reason we offer a wide range of Salesforce integration services. Beyond ERP, accounting, marketing automation, e-commerce, and database integrations, we also provide seamless integrations with applications such as Gmail, Outlook, ZenDesk, and various collaboration tools. These integrations further simplify your business processes by ensuring that all your critical systems work seamlessly.

Whether you need to integrate email, live chat, shipping, or collaboration tools, our team has the expertise to deliver a solution that meets your needs. By connecting Salesforce with the tools your team uses every day, you can improve productivity, enhance collaboration, and ensure that your business runs smoothly.

AppShark’s Salesforce CRM Integration Process: A Best-in-Class Approach

As Salesforce Integration specialists, we've engineered a best-in-class process that leverages industry-leading practices to align your existing software and applications seamlessly with Salesforce CRM.

Discover how our streamlined approach enables us to handle integration challenges effortlessly, delivering agile and customized systems tailored to your organization's specific needs.

Needs Analysis > Approach > Data Prep & Migration > Go-Live > Monitoring

Discover how our streamlined approach enables us to handle integration challenges effortlessly, delivering agile and customized systems tailored to your organization's specific needs.

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Needs Analysis

A comprehensive analysis of business processes, systems, and integration objectives ensures a tailored approach for each client.

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Approach

Strategy development based on the needs analysis includes tool selection, data governance policies, and considerations of frequency, volume, security, and costs.

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Data Prep & Migration

Preparing and cleansing data is crucial for a smooth integration. A one-time data load lays the groundwork for ongoing data flows.

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Go-Live

Scheduling a go-live phase with minimal disruption is vital. This phase may be staggered based on complexity.

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Post Integration

Monitoring logs and reviewing data samples ensure the integration functions as expected. We provide handoffs to internal IT teams or offer ongoing support.

Services

Our Core Technology Services

Implementation Solutions

Transform your sales, marketing, and customer service processes with just one click.

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Integration Capabilities

Save time and enhance productivity by streamlining multiple processes at once.

Consulting Hub

Reach your goals with tailored accelerators ensuring a higher ROI in less than a year.

Development Expertise

Navigate your SFDC journey seamlessly, from planning to implementation.

Managed Support

Boost strategy and enhancements with our tailored hourly/monthly resources.

MuleSoft Offerings

Experience data connectivity and integration excellence across every stage.