For more than two decades, Salesforce has been assisting businesses in managing their customer databases. It offers a combination of process automation and personalization to customize services according to the client's particular needs.
However, to enhance the capabilities of the CRM, it can be merged with another compatible platform through Salesforce integration.
Salesforce Integration
Salesforce integration is an effective solution for businesses looking to streamline their operations and optimize their customer management processes. This process involves combining the data and features of Salesforce with another application to provide a unified user experience.
Salesforce users often struggle with reconciling data between two platforms and switching between them for specific tasks. The salesforce integration resolves this issue by providing a centralized platform to work on.
Salesforce Integration Benefits To Businesses
Salesforce integration offers numerous benefits to businesses that aim to streamline their operations and optimize their customer management processes.
Here are some of the key advantages:
Eliminates data re-entry and inaccuracies that delay downstream approvals, billing, and reporting, enabling businesses to improve their overall efficiency.
Provides Finance with real-time visibility to customer and transaction data, allowing them to make informed decisions and improve their financial management processes.
Enables Sales and Revenue teams to efficiently and accurately serve customers with access to transaction status, billing, and payments, resulting in improved customer satisfaction and loyalty.
Provides a shared system of record, ensuring that everyone can trust the numbers and avoid any discrepancies.
Offers flexible and configurable workflows and a level of detail to synchronize, supporting the way businesses operate.
Updates Salesforce data in real-time, providing businesses with a 360-degree view of their customers.
Optimizes business processes by avoiding repetitive and inefficient daily uploads of data to keep the system updated.
Allows secure and easy integration with Salesforce, eliminating the need for a dedicated ETL pipeline.
Enables businesses to enrich their leads with additional data using third-party services like Clearbit before sending them to Salesforce.
Salesforce Integration Process:
Salesforce integration can be achieved through two primary methods – app-based and code-based.
App-based integration involves using dedicated applications that enable the seamless transfer of data between two apps, creating a unified platform with a few simple clicks. To integrate Salesforce CRM with suitable applications, a robust and smooth integration platform is required. Zapier and Jitterbit are two well-known third-party applications that make successful Salesforce integration possible.
Code-based integration utilizes programming languages such as Apex, which is a proprietary language with a syntax similar to Java. This approach offers several benefits, including built-in support for the Salesforce Lightning Platform, an easy-to-understand language, and suitable for different API versions.
Overall, businesses can choose between these two approaches based on their requirements and technical expertise to achieve seamless Salesforce integration and optimize their operations.
Why choose CloudCache Consulting for Salesforce Integration?
CloudCache Consulting is a reliable choice for businesses seeking Salesforce integration solutions. Our team of experts offers customized Salesforce Integration Services to streamline processes and optimize operations. We have a proven track record of delivering successful integrations and providing excellent customer support, making us a top choice for businesses looking for trustworthy integration partners.
We offer solutions for
ERP Integration
Accounting Integration
Marketing Integration
Social Media Integration
E-Commerce Integration
Email Integration
ITSM Integration
CTI Integration
Get in touch with us today for Salesforce integration.
Our Integrations Includes
ERP Integration
Accounting Integration
Marketing Integration
Social Media Integration
E-Commerce Integration
Email Integration
ITSM Integration
CTI Integration
Appropriate Salesforce Integration enables adequate access as well as analysis of data. It further supports managers and directors at each stage to make powerful decisions.
For smaller, point-to-point integrations, with your cost efficiencies in mind, we also develop custom Salesforce Integrations using REST/ SOAP APIs
Each enterprise has unique requirements, and the software they use works differently. We at Cloudcache design and customize languages and process based on every business.
In some cases, we build on custom middleware, which is typically presented on AWS or Heroku. This approach is recommended in the case of multiple system integrations and constrained API limits.
Salesforce Integration brings together all your disparate third-party systems creating enhanced customer engagement and improved employee experiences.
Benefits
Connect the front office with the back office
Automate business processes end to end.
Enable sales reps to access the Salesforce interface.
Enhance user experience with a single authentication across tools.
Get a 360-degree customer view.
Deliver a consistent customer experience.
We’ll review the project plan for implementation, introduce you to our team of experts, and request access to your Salesforce org.CLOUDCACHE's Quick start-up packages start for only 2,100 US dollars including all you need to get up and going on the various Salesforce packages. Our certified Salesforce Consultants are ready to conduct a specialized discovery session just for your needs and the product you have just purchased or an existing setup that was not completed in an ideal way by a previous implementation organization. Our quick start fully implements customized Leads, Contacts, Accounts, opportunities, and training.
Salesforce Quick Start For Non-Profits
Cloudcache’s Quick Start Implementation Packages are tailored to get our customers quickly start delivering ROI on their Salesforce investments. These implementations are performed by experienced consultants with the aim to assist budget-conscious organizations get up and rolling quickly on Salesforce CRM.
-> Uncover information to be tracked in Salesforce and ways in which your team interacts with customers and prospective clients
-> Capture requirements around your business metrics
SALEFORCE Out-Of-The-Box Configuration
->Setup company profile
->Create up to 10 system users and 2 custom profiles
->Home Tab, Leads, Accounts & Contacts, Opportunities, Activities (Tasks, Events and Email) [Creation of up to 15 custom fields]
Configuration Review & Updates
Presentation of the configuration for your review and feedback Final changes can be incorporated Demonstrate how your team will work in Sales Cloud – managing information and tracking interactions with your customers
Reports And Dashboards
Configuration of up to 5Reports and 2 Dashboards
End User Training Session
Training session will be conducted to get your team into a whole new world of Salesforce! Provide hands-on exercises to reinforce business processes and drive adoption Show your end users how Salesforce can make them more productive and successful – get their buy-in by sharing “WIFM” (what’s in it for me) Cover key concepts, how Salesforce manages data, and best practices on quickly finding, creating and updating records Provide the know how & expertise to guide your team to success
Complimentary Inclusions
Q & A Session / Training Material A MS PowerPoint training presentation, ~ 10 slides in length will be created using screenshots from your configured Salesforce.com instance and archived inside your Salesforce org for reference and training
Use Service cloud to improve the efficiency of your service operations and drive customer satisfaction.CLOUDCACHE’s quick start up packages starting for only 2,100 US dollars including all you need to get up and going on the various Salesforce packages. Our certified Salesforce Consultants are ready to conduct a specialised discovery session just for your needs and product you have just purchased or an existing setup which was not completed in the ideal way by a previous implementation organisation.We will setup your customer base, import your data and customize your cases,leaving you with a 360 degree view of each of your customers.
Discovery Session /Project Kickoff And Strategy Sessions
We’ll discuss your finalized goals for Salesforce, including a customization plan for your service process. Overview of Service Cloud, Service Cloud Console, and Case Management Discovery We’ll configure and create fields on accounts and contacts — your customer base. We’ll customize Cases, including list views, queues, custom fields, and page layouts for your customer service department to manage inbound tickets. Review and agree upon use cases
Configuration Review & Updates
Presentation of the configuration for your review and feedback Final changes can be incorporated
Out-Of-The-Box Configuration
Setup company profile Create up to 10 system users and 2 custom profiles as needed Home Tab, Accounts & Contacts, Cases Communications (1 branded Letterhead & up to 2 Email Templates) New Case Queue and a Case Assignment Rule with up to five routings Case Assignment Rules Activities (Tasks, Events and Email) Analytics (12 custom reports and 2 dashboards) List views, Queues and up to 2 layouts for cases
Reports And Dashboards
Configuration of up to 5Reports and 2 Dashboards
End User Training Session
Training session will be conducted to get your team into a whole new world of Salesforce! Provide hands-on exercises to reinforce business processes and drive adoption Show your end users how Salesforce can make them more productive and successful – get their buy-in by sharing “WIFM” (what’s in it for me) Cover key concepts, how Salesforce manages data, and best practices on quickly finding, creating and updating records Provide the know how & expertise to guide your team to success
Complimentary Inclusions
Q & A Session Training Material
CLOUDCACHE’s quick start-up packages start for only 3,200 US dollars including all you need to get up and going on the various Salesforce packages. Our certified Salesforce Consultants are ready to conduct a specialized discovery session just for your needs and the product you have just purchased or an existing setup which was not completed in the ideal way by a previous implementation organization. Our certified Salesforce Consultants and will provide you with the services and tools to Implement Salesforce by leveraging the packages on offer. We are experienced at tailor-fitting and focussing on meeting your needs at lightning speed.
Discovery Session/Project Kickoff And Strategy Sessions
Structured agenda based requirements gathering Understand your objectives for Communities, including a customization plan for your sales process
Accounts And Contacts Setup
We’ll configure Accounts & Contacts with up to 15 custom fields as required
Communities Portal Setup
We’ll customize your Communities Portal using the standard themes and template configuration to display tabs and other info
Security Setup
We’ll configure your Role Hierarchy and Profiles to ensure right information sharing in the portal
Configuration & Setup Review
Presentation of the configuration for your review and feedback Final changes can be incorporated
End User Training
Two hours training session will be conducted to get your team up to speed!
CLOUDCACHE’s quick start up packages starting for only 3,500 US dollars including all you need to get up and going on the various Salesforce packages. Our certified Salesforce Consultants are ready to conduct a specialized discovery session just for your needs and the product you have just purchased or an existing setup which was not completed in the ideal way by a previous implementation organization.Our certified Salesforce Consultants and will provide you with the services and tools to Implement Salesforce by leveraging the packages on offer. We are experienced at tailor-fitting and focussing on meeting your needs at lightning speed.
Discovery Session/Project Kickoff And Strategy Sessions
We’ll discuss your finalized goals for the Marketing Cloud, including a customization plan for your marketing process.
Lead And Contact Setup
We’ll configure fields on your Lead and Contact records for marketing optimization, including field mapping
Marketing Cloud Connector
We’ll install and configure the Marketing Cloud Connector to Salesforce Leads, Contacts and Campaigns
Journey Builder & Email Templates
We’ll customize the Journey Builder for a unique visitor experience, to guide customers through your brand with up to five email templates
Marketing Cloud Training
We’ll provide one hour of Marketing Cloud training, including one outbound campaign demo
Training Material
A MS PowerPoint training presentation will be created using screenshots from your configured Salesforce instance and archived inside your Salesforce org for reference and training
CLOUDCACHE’s quick start-up packages start for only 5,100 US dollars including all you need to get up and going on the various Salesforce packages. Our certified Salesforce Consultants are ready to conduct a specialized discovery session just for your needs and the product you have just purchased or an existing setup which was not completed in the ideal way by a previous implementation organization.Our Salesforce certified Salesforce Consultants and will provide you with the services and tools to Implement Salesforce by leveraging the packages on offer. We are experienced at tailor-fitting and focus on meeting your needs at lightning speed.
Presentation of the configuration for your review and feedback Final changes can be incorporated Demonstrate how your team will work in Quote-to-Cash: managing information and tracking interactions with your customers
Creation Of Training Material
A MS PowerPoint training presentation, ~ 30 slides in length will be created using screenshots from your configured Salesforce instance and archived inside your org for reference and training purpose
End User Training
Provide the know how & expertise to guide your team to success Cover key concepts, how Salesforce manages data, and best practices on quickly finding, creating and updating records Show your end users how Salesforce can make them more productive and successful – get their buy-in by sharing “WIFM” (what’s in it for me) Provide hands-on exercises to reinforce business processes and drive adoption
Cloudcache’s Quick Start Implementation Packages are tailored to get our customers quickly start delivering ROI on their Salesforce investments. These implementations are performed by experienced consultants with the aim to assist budget-conscious organizations get up and rolling quickly on Salesforce CRM.
Discovery Session
One-hour project kick-off call to plan & coordinate Requirements gathering sessions
Out-Of-The-Box Configuration
Tracking Donors, Volunteers, partners, media partners Contacts / Constituent information
Program Management
Programs Case Management, Activity Management Reports and Dashboards
Fundraising
Fundraise – Individual donations, Major gifts, In Kind gifts,Pledges, Recurring donations, Grants Donor, Grants, Volunteer Management Events Management
Outreach / Marketing Communication
Campaigns, Events, Attendees Email Marketing
Analytics
Custom Reports (10) Custom Dashboards (1)
Setup
Workflow Rules (5), Assignment Rules (2), Approval Process (2) Security, Roles and Profiles
Training Material
A MS PowerPoint training presentation will be created using screenshots from your configured Salesforce instance and archived inside your Salesforce org for reference and training
End User Training Session
2-hour Training Session via Online Meeting with your users 2-hour Handover with your System Administrator via Online Meeting
Complimentary Inclusions
Data Import (CSV import files to be provided by client) up to 2000 records. Q & A Session Future Value Add – A document listing additional Salesforce features that can add value to your business
B2B Marketing Automation. With Pardot implementation you can combine the power of marketting and sales to find higher quality Leads, Tracking engagement along the way
Discovery Session
We’ll discuss your finalized goals for Salesforce, including a customization plan for your sales process.
Salesforce® Integration
Install and enable the Pardot® connector
Technical Setup
We will set up website tracking code to log visitor activity
Marketing Asset And Integration Setup
Create one email template Set up one landing page One form or form handler
Engagement Studio Setup
We will set up Engagement studio, the lead generation of Pardot®. One drip campaign setup
Salesforce Engage Setup
We will set up Salesforce Engage for Pardot which provides marketing automation for sales.
Training
One hour of custom-recorded training to fully implement Salesforce Pardot®
Maximize your sales appointment with salesforce maps. Our quick start fully implements salesforce maps with installation, configuration and Maps optimization
Maximize your sales appointment with salesforce maps. Our quick start fully implements salesforce maps with installation, configuration and Maps optimization
Discovery session/Project Kickoff and Strategy Sessions
-> We’ll discuss your goals for Salesforce Maps and your desired configuration options
Maps Installation
->Create five layers with up to three preset criteria
-> Configure hover fields with related lists from field data
-> Configure the transportation mode, routing optimization, and scheduling
Maps Configuration
-> Create five layers with up to three preset criteria
-> Configure hover fields with related lists from field data
-> Configure transportation mode, routing optimization, and scheduling
Maps Optimization
-> Configure up to two routes for optimization, up to 50 stops per route
-> Create company and personal folders for route storage and sharing
-> Configure units of measurements, default radius, markers, and shape
Maps Training
-> Salesforce Maps Quickstart Package
Get started with salesforce's health cloud, A patient relationship platform built to give you a complete view of patient data, enable smarter patient mangement and makes real time patient engagement possible.
Discovery session/Project Kickoff and Strategy Sessions
-> We’ll discuss your finalized goals for Salesforce, including a customization to your practice process.
Patient and Patient Card Setup
-> We’ll setup your patient and patient card object for tracking detailed patient information.
Diagnosis and Care Plan Management
-> We’ll configure the diagnosis and plan management modules for managing diagnosis, treatments, and care plans displayed on a patient timeline.
Physician Assignment Setup
-> Keep track of provider services, specializations, licensing, and any other information pertaining to patient care.
Health Cloud Console
->We’ll configure the console for streamlined viewing and access to multiple records at your fingertips
Salesforce Training
->We’ll perform a custom, one-hour webinar training session of your Salesforce application.
Increase the productivity of your team with our lightning migration.Our quick starts fully implements this mordern user interface which will help your team sell faster and supports customer for productivitively.
Discovery session/Project Kickoff and Strategy Sessions
-> We’ll discuss your finalized goals for the new features included in Salesforce Lightning.
User Interface
-> We’ll perform page layout and list view modifications better suited for the Lightning experience.
AppExchange Apps
-> We’ll install the newest versions of up to two apps from the AppExchange that are Lightning compatible
Custom Code
-> We’ll revise up to three Visualforce pages to be compatible with Lightning components and the faster user interface.
Analytics
-> We’ll revise up to 5 reports on one dashboard to adjust to the new Lightning analytics experience.
Salesforce Training
-> We’ll perform a custom, one-hour webinar training session of your Salesforce Lightning.
CLOUD Cache offers on-demand consulting services to help you with any of your salesforce need
Expert Services
-> Use for customization, training, custom code, documentation, reporting, etc.
-> Only Salesforce-certified staff working on your account
-> On-demand access to a project manager, business analyst, and developer
->Start and stop work at any time
Simplified Billing
-> All-inclusive rate of $150 per hour
-> Time logged in 5-minute increments and reported on a monthly invoice
-> Payment via check or credit card accepted
-> No monthly retainer, we only bill you for the hours we work
AppExchange Apps
-> We’ll install the newest versions of up to two apps from the AppExchange that are Lightning compatible
Flexible Contract
-> No long-term commitment to hours – only pay for the hours you use
-> Cancel remaining hours at any time with no additional fees
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