Salesforce Integration Services

When your data flows seamlessly through your business, delivering accurate and timely insights across platforms, your team are better equipped to make high-impact decisions at pace. Salesforce adds a layer of CRM data integrity to performance insights to maximize employee impact, giving talented teams the confidence to meet market opportunities. 

Manual input can only take you so far. Automated processes and personalized marketing put time back in your team while maintaining – or enhancing – your outputs. It increases your campaign velocity, putting more decision-driving content into the market where it can start influencing your audience. 

Your integration architecture is tied to your ability to scale, and your CRM is a core element. As your business grows and handles more customers simultaneously, integration and automation becomes more than a ‘nice to have’. It is essential for managing large volumes of data without requiring a massive expansion in time or personnel. Effective integration streamlines your growth journey, reducing process hiccups as your business adapts to greater revenue streams.

Equipping your business with cross-functional customer data will improve user experiences. Up-to-date insights empower teams to deliver personalized, consistent and real-time experiences that customers not only appreciate, but expect. Salesforce integration is the digital driver of such experiences, linking out to relevant apps and platforms to make insights available everywhere.  

Customer journeys can be enhanced by Salesforce when correct integrations are in place. For example, personalized marketing can utilize Salesforce data integration to commence an automated campaign for leads approaching a purchasing decision. Salesforce can connect to your Commerce platform to recognize when a decision is made, then link to an order management system which provides automatic delivery updates to the customer.  

Ultimately the customer receives a bespoke journey which speaks to their needs and keeps them connected to the brand; improving experiences to encourage repeat business.  

Salesforce integration doesn’t just benefit customers. It also improves employee experiences by automating repetitive tasks and simplifying workflows. Salesforce automation gives teams the opportunity for better time management and resource allocation; focusing on high-value activities that achieve greater productivity. Remember – talented teams want to make an impact, and better alignment between skills and tasks will improve employee satisfaction.  

These benefits run even deeper as your business grows. Salesforce integration and automation helps you build scalable systems that are resilient to expansion. While business growth is the goal, it can put added pressure on employees. Teams that were handling thousands of leads might rapidly need to serve ten times that.  

Pipeline activities like lead scoring, qualification, and handover can be handled in greater volume without additional resources when your integrations are robust. This goes right to the front-line of your business – your customer service teams can benefit from automatic ticket assignment from queries, which are immediately matched to the customer’s Salesforce history for smooth management.  

Salesforce offers app integrations that make your employees lives easier. Make the most of them for a high-impact, motivated team.  

As your business grows, your workflows will begin to cross platforms and require triggers that suit multiple teams. You will look beyond individual action automations, and consider tools that can support wider workflow automations according to your overarching business needs. You will need apps across your digital ecosystem to connect, integrate, share insights and trigger onward actions cross functionally.  

As your CRM, Salesforce is a central platform which will require robust integration to support marketing efficiency. When you correctly link Salesforce into wider platforms, its ability to support teams with repeat and routine workflows increases. Customer service teams, for example, may use the Salesforce Service Cloud case management functionality to assign a Case Manager automatically, and equip them with the insights they need for a fast resolution.  

Status updates can carry across into wider platforms to alert key stakeholders. Case completion could be integrated into performance dashboards so that strategic teams can assess success rates and proactively suggest new strategies if there are risks in the data.  

Workflows are just one way that Salesforce integration breaks down silos between departments. Salesforce is often seen as belonging to the sales team, but when correctly integrated is a valuable resource that improves wider collaboration.  

Marketing, sales, customer support and operations can share real-time data leading to aligned goals and improved outcomes. As businesses scale, a common challenge is misalignment between teams leading to poor customer experiences. With a strong Salesforce hub, you can avoid situations where a customer feels that the business isn’t aware of their situation or ready to speak to their specific needs.  

Conversion rates can be an important KPI in this regard. A Salesforce integration with your Marketing Automation Platforms ensures that sales teams can quickly follow up qualified leads without losing timeliness, improving deal success.  

Our discovery process involves a holistic assessment of your people, platforms and processes. Our expert team will discover your integration requirements by speaking to all relevant stakeholders via on-site or remote interviews. We assess your existing platforms, legacy solutions, and consider the new tools you plan to implement – including where your Salesforce integration sits in the wider ecosystem. We take a forensic look at whether your workflows and processes meet your business requirements.  

This extensive methodology paints an accurate picture of your current situation, and informs the first steps we’ll take to create a bespoke Salesforce integration strategy. Your growth action plan is built in light of your objectives, compliance considerations, and the resources you have access to. It’s a multifaceted approach which maximizes Salesforce success by simultaneously streamlining your integration architecture, identifying automation opportunities and building where you have strong foundations.

A Bluprintx partnership means more than putting your business on a radical growth trajectory. It is a collaborative approach that prepares your business to manage that change and scale as you grow. We engineer your integration architecture to make an immediate impact, hit your growth goals, and be ready to scale.  

Designing scalable systems involves building app automations that empower your people to do more with less. Manage more leads with the same resources. Create greater outputs without adding workload. To achieve this goal, we ensure adoption of scalable processes throughout your business. We secure executive buy-in from every level of your business by showing how Salesforce integration and automation will improve employees’ experiences of their roles, and reducing the fear factor. Because we believe that scalability doesn’t just lie in architecture design, but in culture. 

Partner with Bluprintx for a Salesforce integration that suits the short, medium and long-term trajectory of your business.

A phased approach to your Salesforce integration enables secure implementation and testing across systems – even if you’re on an aggressive deployment schedule. A tried and tested ‘Deliver’ methodology reduces downtime and ensures compatibility between the many parts of your integration. Our rigorous approach touches all elements of your remote system, while remaining friendly to teams working in live apps.  

Integration concepts such as system mapping and data validation are applied to ensure that information flows correctly across systems, preventing errors and data mismatches. Each stage of the implementation is carefully monitored, from initial sandbox testing to live system rollouts for seamless operation. We identify potential issues early, reducing the risk of new deployments.  

For example, integrating Salesforce with a remote inventory management system might involve testing API callouts to confirm real-time data synchronization. Our systematic approach ensures that all parts of the integration perform as intended and are optimized for marketing efficiency.   

Integration is not a one-time task. It is a dynamic process that evolves alongside your business. Bluprintx provides continuous monitoring and proactive optimization to ensure your Salesforce integration delivers consistent value and matches your business objectives in every moment. By analyzing system performance and managing changes in data volume, we ensure your integration remains robust and scalable as you grow.  

This service includes regular health checks, updates to accommodate new applications, and fine-tuning workflows to align with evolving business goals. Not just this, but we’re committed to working in lockstep with your people as the team expands. We ensure that adoption remains paramount as staff rise through the business, or new teams develop. Our ongoing support keeps your people, platforms and processes all in perfect shape.