Salesforce integration

What is Salesforce?

Salesforce is a powerful cloud-based Customer Relationship Management (CRM) platform. It includes different applications that can support a business’ sales service, marketing activities, customer service, web analytics and more.

Why integrate Salesforce?

Integrating the Salesforce platform can enable your staff to import new customer queries from your website into your sales leads module, trigger timely salesperson contact or automate marketing emails driven by complex customer criteria. By doing so, the data flow between your website and Salesforce happens instantly, seamlessly and securely.

With the powerful API offered by Salesforce, combined with the flexibility of 4mation’s custom development solutions, there are almost limitless possibilities when it comes to automating the flow of information between your web-based systems.

The numerous business advantages of integrating your web development project with Salesforce include:

Accurate & up-to-date customer data

By integrating Salesforce with your existing business apps, you ensure that all information is synchronised in real time. This allows you to work with the most accurate information on your leads, customers and products.

Streamlined user experience

By using accurate data about your customers and prospects, you make sure that each point of contact with them provides them with a seamless experience.

Efficient account management

Salesforce enables sales teams to work directly with the app to manage their potential and existing client relationships. This makes the process clearer and more efficient.

Increased productivity

Integrating the Salesforce service cloud makes your business processes more cost-effective. It provides a drastic reduction in the resources and time required for staff to manually process and input data across your various enterprise applications.

Our Salesforce implementation & integration services

By working with 4mation to integrate your Salesforce CRM with other web-based software, data can be passed back and forth across all of your systems to ensure that all of your information is up-to-date, accurate and reliable.

The systems integration experts at 4mation can offer a number of development solutions to plug your website activity directly into your sales pipeline, and feed it to your accounting system. We integrate Salesforce with platforms and apps such as:

• Email services such as Gmail
• Accounting software (Xero and MYOB)
• Staff intranet platforms
• Customer service platforms like Zendesk
• Email marketing systems, and more.

Why work with the 4mation team?

The dedicated systems integration team at 4mation works following agile principles, providing a disciplined approach to project management. Combined with our core values, this framework allows us to deliver more value to our clients every day, helping them reach their goals while building solutions that people love to use.