Build Smarter Workflows with Salesforce

In a rapidly evolving digital landscape, businesses need to improve their product and operations to stay competitive. And this can’t be achieved in isolation. Today Salesforce integration services have become the heart of organisations that want to stay ahead in the digital race.

According to independent reports, Salesforce CRM integration helps improve productivity, better data accuracy, and facilitate smooth information flow among customers. In this blog, we’ll delve deeper into why Salesforce is important for businesses and how Spiral Mantra can help you achieve your goals.

Salesforce Integration: Why Your Business Needs It?

Businesses often struggle to manage different sources of information at one place. Since a good user experience is important to build a happy and productive team, businesses are moving towards Salesforce.

Today Salesforce is the ultimate team player, connecting every business application seamlessly with its CRM. This creates a consolidated platform that manages workflows from a single place.

Why Should Your Consider Integrating It?

Salesforce integration provides multiple benefits to organisations. While its benefits typically depend on the kind of integration and the industry it is applied to, we have compiled some common benefits across all industries

• Improves data accuracy

Data accuracy is a plague that troubles every department. From HR to sales, and accounting inavailability of real-time data heightens the cause for error due to manual entry. Integrating one’s existing CRM with Salesforce is the best way to tackle the inaccuracy challenge as it improves data consistency.

• Automates manual process

Gone are the days when manual processes blocked most of the employees' time. Today, its about precision and speed. And Salesforce CRM integration does just that. Irrespective of business domains, today Salesforce integration is saving entrepreneurs thousands by automating redundant task, streamlining it and improving cross department teamwork.

Imagine finding multiple software programs—ERP, data management, communication, etc.—in a unified structure. That’s Salesforce for you!

Bringing every other software together under one platform surely improves ROI, customer service, and efficiency.

• Consolidates customer information

Salesforce compiles all sensitive customer information in a single platform, offering an easy bird’s eye view to users. Availability of unified information is ideal for tasks such as targeted marketing campaign or providing custom service.

• Better decision-making process

Users can provide better customer service and recommendations and make informed decisions thanks to the 360° view of customer’s data. What was previously impossible because data was locked in silos is now empowering how users use data.

• Improves productivity

Typically, sales professionals handle a large amount of data, and manual gathering takes a long time. Salesforce integration eliminates the need to manually compile datasets, thereby improving productivity by up to 44%.

Looking at the top benefits listed above once, can easily conclude that Salesforce is beneficial for data accuracy, team productivity, and operational smoothness.

Best Salesforce Integrations Every Business Should Consider

Growing a business is exciting, but keeping up with rapidly changing business and customer needs can be exhausting.

That’s where smart automation like Salesforce consulting services can come in! It helps you work uninterrupted without the chance of making errors. With AI-based automation taking the world by storm, Spiral Mantra’s Salesforce consulting services can truly be a game changer for your business.

Let’s explore some of the popular integrations that can work like magic.

• Jira

A leading project management and troubleshooting platform trusted by engineers across the globe, Jira x Salesforce’s integration automates workflows, improves collaboration, and shoots up productivity for engineering teams.

• LinkedIN

Sales team can benefit from the combined power of Salesforce x LinkedIn integration to better target their buyers. Additionally, it will also improve the lead generation process by allowing direct import of leads from LinkedIn onto Salesforce CRM. It will also automate manual entry task, automating the process and reducing manual errors.

• Quickbooks

Accounting becomes easy with Salesforce’s integration, offering unified view of financial transactions. This improves team efficiency, reduces redundant task and betters cash flow. Additionally, it helps generating reports easier than ever by combining financial data from both platforms.

• DocuSign

Connecting DocuSign with Salesforce is the best way to shorten sales cycle, and reduce paper waste. Today more than 200 million users are being benefitted with DocuSign. Apart from its cost effectiveness and eco-friendliness, DocuSign also enhances security and compliance.

• MailChimp

The flow between sales and marketing improves due to better data synchronization, the ability to send customised marketing campaigns, and improved lead generation. With unified data businesses can align sales activity better, leading to better engagement and conversions.

• Google Workspace

Streamlining one’s team productivity and workflow was never better! With Google workspace x Salesforce’s integration, it became easy to bypas back and forth between email and CRM. With this integration, one can now simply connect email and calendar syncing all information.

Best Practices to Overcome Salesforce Integration Challenges

Salesforce is a popular CRM, yet integrating it the right way takes expertise. Delving on our knowledge we have compiled some of the common challenges that most businesses face:

• Data quality

Duplication or inconsistency of data is one of the common problems most professionals highlight during Salesforce integration. And to combat this we spend considerable time in data cleansing to get the right quality data for our clients.

• Data mapping

Another possible challenge that people face is data mapping. We combat this with clear planning and good integration architecture.

• Compliance

The next popular issue is security and compliance, especially when managing sensitive data. To overcome this issue, our salesforce consultants use strong authentication procedures, encryption techniques and right controls

Automate Your Business With The Right Salesforce Consulting Services

While Salesforce integration seems easy; it can go horribly wrong if not implemented right. Hence selecting the right salesforce consulting services provider is crucial for your businesses’ success. With proven record of 15+ years of experience, working across various industries, we bring to the table right expertise, and experience necessary to grow your business in the right manner.