Integrating Salesforce Isn't Automatic; Let’s Do SaaS CRM Integration Better

As more companies undergo digital transformation and leverage process-specific business technologies, cloud-based applications like Salesforce will continue to grow in popularity. But while Salesforce’s sales, service, and marketing tools are critical for customer relationship management, integrating Salesforce data into other business processes isn’t always part of the subscription. Organizations, then, need a way to efficiently connect and integrate Salesforce data with other systems and applications to keep information aligned across the enterprise.

And businesses do this by leveraging solutions that enable the integration of SaaS applications with the rest of the IT environment. But integration doesn’t come easy; many enterprises mistakenly tackle integration through custom coding or one-off tools, which aren’t easily scalable or manageable.

Let’s take a look at how modern organizations are using Salesforce application connectors to optimize their important customer and partner interactions and enhance their ecosystem integration strategy.

What is Salesforce?

Salesforce is the leading SaaS CRM platform in the world, and more businesses than ever, across all kinds of industries, are deploying it to improve how they interact with their clients. Customer relationship management (CRM) systems like Salesforce enable enterprises to manage customer data, purchases, and contact information, among other tasks. This improves the synergy across sales and marketing (and other) departments because the transparency ensures everyone is on the same page of a selling cycle. CRM solutions give organizations much-improved insights to their customers and help them better serve their needs. With a plethora of features, such as sales, service, and marketing modules, with built-in dashboards for maximum visibility, Salesforce allows companies to use the cloud to better manage customers, trading partners, and other members of their business ecosystem.

How Salesforce Works

So, why is Salesforce the leading SaaS CRM? Its customers say that it is because Salesforce's solutions are fast, easy to use, and effective. Outdated CRM legacy software can take much longer to deploy and often lacks a user-friendly experience, making it difficult to manage. Salesforce is also easily customizable in order to meet an organization's specific business need.

You can update contacts, leads, accounts, opportunities, and campaigns, track customer activity, and aggregate it in easily readable charts, graphs, and dashboards. Instead of business-specific data residing in siloed systems or spreadsheets, Salesforce provides the platform for companies to effectively manage their customer data.

Who Uses Salesforce?

Some of the world’s largest organizations use Salesforce for their customer relationship management needs. Notable Salesforce customers include Adidas, ADP, Amazon Web Services, American Express, T-Mobile, Toyota, and Yeti, though many businesses large and small use the application.

What is a Salesforce Application Connector?

A Salesforce application connector is built upon Salesforce APIs and is specifically designed to create integrations between Salesforce and your other important business applications, such as enterprise resource planning (ERP) systems and e-commerce platforms. The connector simplifies workflows and automates business processes while ensuring the data handoff to other enterprise applications and systems for storage and analysis.

Why Use a Salesforce SaaS Application Connector?

In short, a SaaS application connector for Salesforce takes much of the manual legwork out of the integration process. The Cleo Integration Cloud platform not only connects Salesforce to your internal IT infrastructure but also integrates the SaaS CRM with other business-critical applications, like NetSuite and SAP, to keep data aligned between front-end and back-end systems. Cleo Integration Cloud acts as the integration layer and leverages APIs or platform connectors to ensure visibility and data synchronization. Cleo’s Salesforce CRM application connector delivers reliable connectivity among Salesforce, your ERP, and other business-critical systems, providing a complete and unified view into customer engagement throughout the lifespan of the relationship.

Integrate Salesforce Today

Cleo Integration Cloud connects Salesforce and your other important business applications to ensure that your data is always accurate and up to date. Because it is prebuilt, this connector can able to protect you from the potentially high costs of integration development while expediting your time to value. Without the right skill sets and resources to manage complicated API processes, companies in any industry can leverage a smart Salesforce connector to remove integration complexities and simplify business processes.

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Looking to integrate Salesforce CRM data with NetSuite? Need Salesforce-SAP integration? Cleo’s Salesforce connector helps your business rapidly connect to your e-commerce platform ERP, or other system and seamlessly integrate customer, order, and financial data to provide valuable visibility and orchestration capabilities for your business.

Get Integrating Salesforce