Salesforce Data Integration

Automate Salesforce Data Integration to Gain Advantage

Keep it simple to get the best results, FAST!

Bringing data in from other systems into Salesforce provides insight and adds value to the sales cycle by providing up to date information and a true 360 degree view of the customer

Customer Master Data

Keep it all in sync.

Customer Master Data, such as simple address information or more comprehensive data such as buying groups or anticipated forecast volumes, can be held and maintained in operational systems outside of Salesforce. Brining that data into your Sales Cloud CRM solution adds value and prevents costly errors.

Sales Order information

Collecting actual customer Sales Order data from operational systems keeps Sales reps fully informed as to the status of a customer’s commercial activity, providing insights and facilitating the building and maintenance of strong relationships through informed knowledge and surfacing Opportunity to upsell.

 

Website Enquiries

Push website and 3rd party chat bot enquiries directly into Salesforce

  • Immediate recording in Salesforce
  • No lost notification emails
  • Immediate allocation of Leads allowing timely qualification
  • Maintain data integrity
  • Make website part of the connected Sales cycle

Our Approach = Your Success

Our unique approach to solving your challenges has helped over 300 customers in more than 700 projects to be successful in Salesforce

Keeping comprehensive solutions simple.

We recognise that there are unique elements to your requirements and your desire to capitalise on best practice and common ways of working.

"Look No Further - You've Found The Right Consultants!!"

– CEO | National IT Support Services

Ready To Get Started?

Why not get in touch and share your thoughts.

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