Salesforce Integration Consulting

Unlock your business potential with Salesforce Integration Consulting, a key to seamless connectivity and enhanced productivity in your customer relationship management.

Salesforce integration consultant

Tailored API Connections

Each Salesforce setup is unique. We’re here to construct bespoke API connections that make your technology suite serve your needs.

Synchronization Supervision

Why settle for periodic updates when you can have live synchronization? We’ll keep an eye on your Salesforce integrations, adapting them as your technology progresses.

Problem Resolution

When juggling two separate tools, complications can arise. Our team will help identify the issue, devise a solution, and implement a strategy to prevent similar problems in the future.

Why Salesforce Integration?

Having a well-defined Salesforce integration strategy, along with your technology stack, is crucial to the success of your digital transformation initiatives. That way, you’ll reap the following benefits: 

  • Facilitating the creation of a personalized, data-driven customer experience.
  • Minimizing the need to switch between applications, enabling faster and more reliable customer service
  • Provides a complete 360-degree view of the customer in a single location, ensuring that your team has immediate access to all the information needed to perform their tasks.
  • Streamlines business processes and increase the efficiency of operations.
  • Improves data quality and analysis by reducing duplicate data entry.

Salesforce Integration Services

Accounting software integration

Customer research allows you to grasp your customers’ needs, preferences, and behaviors, enabling you to tailor your offerings to them.

Marketing Automation Integration

Accelerate lead development, increase lead conversion rates, and improve customer engagement. Increases business opportunities through strategic marketing and personalized customer journeys. Integrates Salesforce with Marketing Cloud, Pardot, Marketo, Eloqua, MailChimp, HubSpot, Zoho Campaigns, etc.

Social Media Integration

Integration of social media platforms increases business visibility and personalizes communication with potential customers.  Turn social user preferences into sales opportunities. Monitor social engagement of potential customers in real time, improving your online marketing performance and taking advantage of social media platforms.

E-commerce integration

Improve customer experience and online performance by streamlining various sales operations, from product discovery to delivery. We facilitate seamless Salesforce integration with e-commerce platforms such as Magento, Shopify, WooCommerce and others for effective demand forecasting, reinforcing cross-sell and up-sell with personalized marketing campaigns.

REST / SOAP API

REST/ SOAP API is a predominant method of connecting Salesforce with external web and mobile applications that do not require access to large volumes of data. We specialize in integrating Salesforce into websites, mobile apps, cloud apps and other enterprise applications using REST/ SOAP APIs.

ERP Integration

Our Salesforce integration solutions provide sales teams with a unified, real-time view of customers, suppliers and other stakeholders. Integrate Salesforce CRM with popular ERP systems such as SAP, Microsoft Dynamics 365, Oracle ERP Cloud, Sage, NetSuite and others.

Chatbot integration

Have comprehensive chatbot control to manage information search, automatically answer calls, and improve customer engagement. Salesforce provides a seamless platform that equips organizations with automated CRM and integrated artificial intelligence (AI). We help companies leverage the power of Salesforce application integration with AI to improve customer experience by integrating chatbots.

Calendar and email integration

Synchronize in real time with Outlook and Microsoft Exchange, and keep your entire staff informed about upcoming tasks and appointments. Increase the productivity of your teams and strengthen collaboration between them. 

Payment gateway integration

Integrate Salesforce with commonly used payment gateways to accept payments through various modes. Automate the recording of transactions in Salesforce CRM databases. We help you create a funnel for nurtured leads by directing all payments to a centralized platform.

Develop a successful strategy

  • Understanding Business Needs: The first step is to thoroughly understand the specific needs and objectives of the business. This includes identifying the key processes that Salesforce will support and the systems that it needs to interact with.
  • Choosing the Right Tools: Depending on the business requirements, different integration tools and platforms may be more suitable. These could range from pre-built connectors and middleware platforms to custom API development.
  • Data Mapping: A crucial part of the integration process is mapping data between Salesforce and other systems. This involves identifying corresponding fields in each system and defining how data will be transformed during the integration process.
  • Testing: Before going live, it’s important to thoroughly test the integration to ensure data is correctly synced between systems and that all business processes function as expected.
  • Monitoring and Maintenance: After the integration is live, ongoing monitoring is necessary to ensure the integration continues to work correctly as systems evolve and business needs change. Regular maintenance and updates may also be required.

Security and Compliance: Ensuring that the integration adheres to all relevant security standards and compliance regulations is also a key part of a successful Salesforce integration strategy.

Why Levi BPO?

Choosing the right Salesforce Integration Consultant is a critical decision that can significantly impact your business operations. Levi BPO stands out as a premier choice in this domain. Here are four compelling reasons why Levi BPO should be your go-to Salesforce Integration Consultant.

  • Proven Expertise: Levi BPO has a solid and proven track record in successful Salesforce integrations, demonstrating their capability to handle complex projects.
  • Customized Solutions: Levi BPO understands that every business is unique and provides tailored Salesforce integration solutions that cater to specific business needs.
  • Quality Assurance: Levi BPO is committed to delivering high-quality services, ensuring seamless integration and improved business efficiency.
  • Continuous Support: Levi BPO provides ongoing support and maintenance post-integration, ensuring that the client’s Salesforce platform continues to operate smoothly and effectively.

 

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