Salesforce Integration Services

Integrate Salesforce with Complex
Technology Stacks

Integrating Salesforce CRM (or any of Salesforce’s products) with every important application and system in your company is a critical way to capture the most complete picture of your key customer.

However, depending on your goals, business processes, and internal limitations, Salesforce integrations with an existing technology stack can be a complex process. To avoid a delay in ROI, it’s imperative to understand the challenges and limitations faced during the integration process.

That’s where we come in.

We’re Experts in Salesforce Integrations

100

Unsolved Problems

Integrations with Different Systems

Years of Combined Team Experience

Successful Projects Done

Let’s get started!

Types of Integrations

Marketing Automation Software

Sales and marketing alignment starts with seamless information exchange between both teams, typically via marketing automation software like Pardot. Integrating your Salesforce CRM and marketing software, such as HubSpot and Salesforce integration, unlocks cold-lead reengagement, lead nurturing, a transparent marketing ROI, and a consistent customer experience. Integration considerations include:

Importing unclean data
Lack of a defined marketing-to-sales lead handoff process
Lack of sales-to-marketing lead-feedback process
Lack of closed-loop reporting

Is this an objective? Our San Diego-based Salesforce integration consultants can help. Let’s get started >

Document Generation/E-Signature

Integrating Document Generator and Electronic Signature (e-signature) apps is one of the most requested services here at KeyNode Solutions. Document Generator apps allow you to create and automate documents directly in Salesforce by combining different data sources to generate a document, such as an invoice. With Electronic Signature, also known as e-signature, you are able to quickly capture legally binding, secure electronic signatures that get automatically stored in Salesforce under corresponding records. These types of apps help create an efficient experience for your clients all while reducing risk.

KeyNode Solutions has extensive experience with the integration of these types of third-party apps such as:

Conga Composer
Conga Sign
DocuSign
Adobe Sign
PandaDoc
Nintex

Is this an objective? Our Salesforce integration consultants can help. Let’s get started

Online Form Builder

We all know that an online form is one of the simplest, most-effective means to capture information from your users. Whether you want to create a survey, sign-up form or a contact form, having an online form that integrates with Salesforce makes for a seamless web to anything solution.

We have helped numerous companies integrate form builders into Salesforce to allow them to create custom forms where all form data is pushed into Salesforce giving them the ability to view their data, manage leads, quickly onboard new clients, etc., all in one location (Salesforce) and allow them to enhance their businesses.

KeyNode Solutions has extensive experience with the integration of these types of third-party apps such as:

FormAssembly
Fromstack
Titan

Is this an objective? Our San Diego-based Salesforce integration consultants can help. Let’s get started

Sales Engagement Software

Integrating your sales engagement software (SEP), like Yesware or Outreach, is crucial for minimizing manual data entry for sales teams. A healthy bi-directional sync automatically cleanses data, enriches accounts, and allows for complex automation. Integration considerations include:

Proper field mapping
Understanding API call usage
Understanding software version compatibility/limitations and sync requirements
Choosing the right Integration Partner

Is this an objective? Our Salesforce integration consultants can help. Let’s get started >

Team Collaboration Software

Integrating team collaboration tools like Slack (or Salesforce’s version, Salesforce Chatter), Zoom, and Asana streamline activities like scheduling meetings, sending notifications, and automating task creation. Ultimately, it takes a coordinated effort between many teams to create a successful customer relationship.

Is this an objective? Our Salesforce integration consultants in San Diego can help you regardless of where you reside. Let’s get started >

Accounting Software

Integrating your accounting software will help to make sure your customer service, sales, and financial teams are in sync. This is not to say that accounting software integration with Salesforce is always an easy thing to do. There are a number of common pitfalls that you need to avoid:

Unclear vision of how accounting data will be used in Salesforce
Not knowing the quality of accounting data before importing into Salesforce
Not properly choosing between custom objects and static schemas
Not properly syncing contact information

Get started >

Enterprise Resource Planning (ERP) Platforms

An ERP integration brings alignment between your sales and resource management processes. There are fundamental steps businesses need to take when integrating a CRM and ERP. Important considerations include:

Understanding how data will be used and accessed by different systems
Aligning data seamlessly across systems
Ensuring information being shared is good, reliable, and accurate
Finding the right partner

Is an ERP integration an objective? Get started >

Ecommerce Platforms

Salesforce’s capabilities for ecommerce integration combine digital commerce, order management, store operations, and AI-powered personalization into a single, unified platform. Important integration considerations include:

Lack of customer segmentation based on purchase history
Lack of predictive analytics
Lack of 360-degree view of customer
Choosing the right Integration Partner

Get started >

sales manager taking a salesforce training

Our Salesforce integration services will help you:

Figure out how and where to start
Identify the right system requirements
Deal with data migration and validation
Navigate data rate limits for optimal information flow
Understand Objects relationship
Choose the right apps on AppExchange
Train staff after the integration is complete

Let’s get started!

What are the benefits of Salesforce integration?

Streamline Sales Processes

Integration speeds up Quote-to-Cash processes, thus boosting revenue.

Salesforce Automation

Integration saves time and empowers sales people to focus on their core job.

Happy Customers

Integration decreases time required to find the answers your customers need.

Salesforce Database Sync

Integration enables real-time updates across multiple databases and systems.

Clean Salesforce Data

Integration improves data quality and removes manual entry errors.

Do your sales team members need to log into three or four different places to obtain a complete picture on client performance before they make a call?
Do they need to keep a separate Excel spreadsheet with combined numbers for each client?
Do they need to pull reports from different apps and merge them manually?
Do they need to upload new sets of data once in a while to keep your data set fresh?
Do you occasionally update data from Salesforce to other apps and cross check it?

If you answered “yes” to the questions above, it’s time to focus on Salesforce integration. The applications and platforms your company uses should seamlessly connect to one another, keeping data in-sync and automatically updated. This may sound like a pipe dream for your organization, but our San Diego-based Salesforce integration services can make it a reality for you, no matter where you are in the world! Our Salesforce Partner Navigator – Level II Specialists in Developer & Integration Services have excellent technical development backgrounds, solid business consulting experience, and a track record for success. Let us deliver a turn-key Salesforce integration solution for your business.

Let’s get started!

How is Salesforce integrated?

Salesforce Connect

Salesforce Connect allows you to view data in Salesforce CRM from external systems. It incorporates data from other systems in real-time as data objects. It doesn’t require any development, rather via configuration, thus dramatically reducing integration time and cost.

Public API

Public API allows you to connect to multiple platforms, apps, and services. With public API the sky’s the limit in terms of data sync: not only can data FROM Salesforce be pushed to another app, but data IN it can be added or updated based on data from another app. This is the most flexible option, though it does require additional time.

AppExchange Apps

AppExchange Apps are pre-integrated apps that get installed in your Salesforce org. There are many of them available to choose from, both free and paid. Some of them simply enrich out-of-the-box functionality (i.e. “Duplicate Check for Salesforce” finds duplicates, prevents duplicate records, and merges duplicate data), while other apps are built for easy integration with standalone products (i.e. “QuickBooks Online Integration with Salesforce” or the “Adobe Sign” app that enables you to send, sign, track and file electronic contracts quickly and securely right in Salesforce). Our experts have successfully implemented various AppExchange products.

We can also assist with:

Salesforce Data Loader for Data Migration

Our experienced data architects in San Diego can migrate data into a Salesforce database for you. Depending on your source data, database size, and requirements it can be done by using Data Loader, web-based Data Import Wizard, or another third-party tool. During migration, we will ensure quality of loaded data: it should be complied with your requirements, pass all validations, and not have any data duplication.
Data Management and Governance

We will work with you to define business object attributes and design a data structure making sure it’s robust and satisfies your business and security requirements. We will implement it with all available tools in Salesforce: data validation rules, automated record updates, security settings, and other. We always emphasize robust data structure, because data is the foundation; it is what you own, and what follows you whether it lives in your Salesforce database or in another platform.
Salesforce Backup and Export

Whether you must have a backup for compliance or simply need certain data exported for advanced analytics, we can help you. It can be achieved with different tools on a recurring schedule.
Salesforce Outlook Plugin and Email Integration

Salesforce for Outlook is an app that you install on your computer. It automatically syncs contacts, events, and tasks between Outlook and Salesforce. With the Outlook Plugin installed, you will be able to see Salesforce contacts and leads related to your Outlook emails.

Emails that you send from Outlook can be recorded back to Salesforce as contacts and leads activity allowing you to keep using your favorite desktop app for email.

If you are using Gmail, there’s a Gmail to Salesforce app available for both Salesforce Classic and Lightning Experience. Gmail to Salesforce lets you log emails automatically. It also lets you log chats you send from your Gmail account as activities on leads, contacts, opportunities, and any other records in Salesforce that support activity history.

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Salesforce Integration FAQs

Why is Salesforce integration important?

Integrating Salesforce with currently in-place platforms or future software is one of the greatest benefits of using Salesforce to work the best for your organization. Integrating Salesforce with third-party systems comes with numerous benefits: Offers all-in-one access to allow employees to avoid switching systems, and stay logged to a single system to successfully complete their work. Enhances productivity by integrating the system with automation to remove duplication of data.

What apps does Salesforce integrate with?

KeyNode Solutions has extensive experiencing integrating Salesforce with a number of third-party platforms:

Marketing Automation Software, such as HubSpot
Sales Engagement Software
Accounting Software
ERP Platforms
E-Commerce Platforms
Document Generation & Electronic Signature, such as Conga Composer & Sign
Online Form Builders, such as FormAssembly.

How much does Salesforce Integration cost?

The short answer is it depends on what platforms you need integrated and what are your specific needs. We work closely with you to understand your goals and combined with our expertise, will create a customized Salesforce Integration plan specifically for your organization. We want your company to succeed and utilize Salesforce and other platforms to maximize their effectiveness. Contact us today to learn more!

What is Salesforce Customer 360?

Salesforce Customer 360 is the complete suite of Salesforce’s software products to unify all departments across your organization. What many of our clients don’t know is there are numerous third-party applications that can be integrated with Salesforce. At KeyNode Solutions, we have extensive experience working closely with clients just like you to integrate and customize the perfect combination of Salesforce and third-party apps (such as E-Signature or an Online Form Builder) to give you an even more all-compassing view of your customers to further increase your company’s efficiency and profit.

Our Latest Salesforce Integration Review

“KeyNode is a first class Salesforce consultancy. They are very knowledgeable, fast, responsive, and honest. I have already recommended them to one of our vendors.”

David G., VP, Marketing

Our Latest Salesforce Integration Review

“KeyNode Solutions helped us integration and automate some much needed tools and we are looking forward for them to be a long term partner and help us as we continue to grow with integrating the tools we need.”

Don M., CEO & President

Our Latest Salesforce Integration Review

“Very happy to have worked with KeyNode. All our requests have been fulfilled and making our Salesforce experience a better one. Great team to work with!”

Maria K., Recruiting Manager

Our Latest Salesforce Integration Review

“My experience with KeyNode has been absolutely outstanding! At every interaction, they are prepared, concise and have the solutions to every need that arises. They possess an incredible depth of knowledge about SalesForce and have helped us streamline operational and sales processes that have been game-changers for our productivity. Thank you, KeyNode!”

Jennifer D., VP, Strategy & Growth

Our Latest Salesforce Integration Review

“We worked with KeyNode after having a sub-par experience with our previous Salesforce implementation partner. We couldn’t be happier with the switch. KeyNode is always on time, answers emails promptly, and most importantly, does excellent work. Highly recommend.”

Duke J., VP, Marketing

Our Latest Salesforce Integration Review

“KeyNode has been so wonderful and great to work with. they have been so patient and understanding with our needs. They have been responsive with all our communication which has allowed each project to be completed with time and efficiency. Over this year they have been our biggest support with salesforce, restructuring our entire system and improving our processes. We love Keynode and we look forward to continue working with them. I encourage any company that wants to enhance their processes to work with KeyNode!”

Nayeli I., Customer Success Manager

Our Latest Salesforce Integration Review

“The team is very responsive and helps with all of my requests. All services that I’ve requested were delivered within timeline.”

Petya D., Director, Customer Success

Ensure your Salesforce is connected with the rest of your organization!

Call us today at (858) 215-5371 or simply complete this form

Our team of dedicated Salesforce-certified consultants will be happy to simplify your day-to-day management of Salesforce and make it work for your business at full capacity.