Introduction

Salesforce is a standalone customer relationship management (CRM) platform that offers a wide range of features and functionalities. However, in order to maximise its potential, integrating Salesforce with other business systems is crucial. This integration allows for seamless data flow and synchronisation between different platforms, leading to improved efficiency and productivity.

However, integrating Salesforce with other business systems is not an easy task and requires careful planning and expertise. In this blog, we will discuss some of the common challenges that organisations may face when integrating Salesforce with other business systems and provide strategies to overcome those obstacles. 

Some Common Salesforce Integrations

There are different Salesforce CRM integration solutions available on the market, each catering to specific business needs. Some common Salesforce integrations include:

• Salesforce PayPal integration allows you to use your Salesforce org as a payment gateway.
• Salesforce Twilio integration helps you streamline your client communications.

Benefits of Salesforce Integration

• Salesforce CRM integration solutions ensure data consistency, increase productivity and quality of operations by 37%, boost the speed of information flows, and reduce operational costs by 30%, according to a Salesforce study.
• Salesforce integration helps businesses lay a solid foundation for customer support and long-term customer relationships.
• It connects disparate systems as data available in various applications is consolidated to provide a unified view of your customer.

Challenges in Salesforce Integration:

A.     Scoping the Salesforce Integration Project Properly

Effectively defining the scope of a Salesforce integration project is essential to its success. Many businesses fail to consider this crucial factor, which results in poor application integration with Salesforce.

B.      Mapping Data in a Proper Manner

Different applications use different types of fields to store data. Mapping data from an external application to Salesforce can be a very time-consuming task.

C.      Eliminating Duplicate Records

A significant challenge in integrating external applications with Salesforce is eliminating duplicate records from the Salesforce system. Duplicate records lead to bad data, which can affect the accuracy of reports and analyses.

D.     Data Migration

Data migration is another common challenge faced during Salesforce integration. The process of transferring data from one system to another can be complex and time-consuming.

E.      Defining the Scope Precisely

Defining the scope precisely is a critical challenge in Salesforce integration. A clear understanding of the integration scope, including the systems to be integrated, the data to be shared, and the workflows to be automated, is essential for a successful integration.

Finding Help - Salesforce Integration Partners

Salesforce Integration Partners are professional services firms that connect Salesforce with other business systems and internal tools, helping businesses overcome challenges associated with Salesforce integration.

They help organizations choose the right Salesforce solution, deploy it, migrate data, customize Sales Cloud solutions, integrate with existing sales stacks, provide onboarding, Salesforce training, and ongoing support for sales teams, and build tight integrations between Salesforce and marketing systems, back-office applications, ERP, data warehouse, and other technology stacks.

Salesforce Integration Partners, like CRMIT, offer technology and expertise to help customers extend Salesforce and maximize their investment. With 91% of Salesforce customers using AppExchange apps, and 70% of implementations led by consulting partners, they provide trusted Salesforce consulting companies and pre-built apps on AppExchange, offering tailored solutions for a 360-degree view of businesses.

Bottom Line

In conclusion, while Salesforce integration can be a complex process, with the right knowledge, resources, and partners, businesses can successfully integrate Salesforce with their other systems, unlocking a host of benefits and driving their growth. If you’re considering Salesforce integration for your business, reach out to CRMIT for expert guidance and support.