While Salesforce provides you with a plethora of tools and features to enhance your business processes, integrating it with a third-party application or service helps you enhance its functionality. Salesforce integration provides your team with a centralized platform to perform their tasks with ease and efficiency. Instead of switching between different platforms, it helps users work on a single unified software having the best of both worlds.
Salesforce integration is an elaborate process and deserves your precious time. If you are planning to sync your Salesforce org with an application or service, make sure you prepare an extensive plan for the integration project and have your resources sorted out.
There are two major ways in which you can perform Salesforce integration – going ahead with your internal IT team or teaming up with a professional Salesforce integration partner.
While it is possible to integrate Salesforce with the help of your internal IT team, most businesses prefer working with professional integration partners as it is more fruitful for their teams. A Salesforce integrating partner guides you every step of the way, from initial planning to final execution. In most cases, your Salesforce implementation partner would be the best choice for your integration partner as well.
Why Work With A Salesforce Integration Partner?
If you are on the brink of a new integration project, consider the following reasons why you should work with a Salesforce integration partner:
1. Specialized Expertise
While your in-house IT professionals may possess years of experience, they may not have dedicated Salesforce expertise. A Salesforce integration partner, on the other hand, is specialized in offering Salesforce integration services and consultation.
Salesforce integration partners have worked specifically with Salesforce and its products, helping them understand the nitty-gritty details of the CRM platform. They know aspects of Salesforce that other IT professionals may not be aware of. This gives you an edge over your peers while executing your Salesforce integration project.
You can always use your integration partner’s knowledge and experience in syncing your Salesforce org with the right external system in the best way possible.
2. Focus On The End Users
A professional Salesforce integration partner will know the technical and business aspects of a fruitful integration. Owing to their specialized experience in working with Salesforce, they know what is best for the end users at any point in time.
Dedicated Salesforce integration partners will help you execute your project in a way that the end users are benefitted the most. From increasing user adoption to facilitating change management, they help you handle every aspect of the integration in a way that the end users can make the most of the integrated platform.
A Salesforce integration partner understands that it is the end users who will work with the synchronized data and unified platform.
They would identify the gaps in the management, the issues your team members face, and the objectives they want to achieve before helping you integrate your Salesforce org. They will tailor their services according to your business needs and the goals you want to attain with Salesforce integration.
3. Choosing The Right Applications To Sync With
One of the biggest Salesforce integration challenges is to choose the right application or service you should sync your Salesforce org with. A single AppExchange search will provide you with a number of different applications you can connect with to serve specific purposes.
A professional Salesforce integration partner will help you select the application that best suits your project needs.
After coming on board, they will analyze your business needs, understand which department needs to enhance its Salesforce operations, assess your business needs, and look into the preferences of the end users.
Depending on these assessments will help you select the right application you should integrate Salesforce with.
For example, if your sales reps need to improve their communication with the leads, your integration partner will suggest the best communication and collaboration tool to integrate Salesforce with.
On the other hand, if you are facing difficulty keeping track of the online payments for your orders, they will recommend an ideal payment gateway to integrate your Salesforce org with.
4. Ensuring Seamless Data Migration
Data migration holds immense importance in a Salesforce integration project. When you integrate your Salesforce org with a third-party application, you need to import your records to or export them from your Salesforce org. In the digital age, almost every business process is dictated by effective data management.
A professional Salesforce integration partner will ensure that you move your data between two platforms in a secure, effective, and hassle-free manner.
Depending on your project, they help you choose the right ETL (extract, transform, load) tools to leverage data migration. They will help you ensure that your data is clean and relevant before it is moved to the integrated platform.
Salesforce integration partners also recommend extensive data audits before integrating your Salesforce org. This helps your team members make the most of the integrated solution and start working on the new platform with a set of unadulterated records.
5. Training The End Users
Training and user adoption are important aspects of a Salesforce integration project which are often ignored. Businesses often make the mistake of not dedicating enough time to training end users on how to work on the integrated platform. This may leave the users confused, under-prepared, and incompetent in obtaining the desired results.
A professional Salesforce integration partner will shoulder the responsibility of training your team members on how to use the integrated platform. Even if they are well-versed with the Salesforce tools and functionalities, they may struggle to adapt to the new software solution if they haven’t worked with the external system.
Salesforce integration partners often guide the users slowly as they become familiar with the new software. Instead of making them hit the ground running, they train the users one day at a time.
Most integration partners do not recommend starting any work on the integrated platform officially until all users are trained and can operate all tools and features. This makes your team competent enough to leverage the software’s functionalities and work towards the intended goals.
Tips To Choose The Right Salesforce Integration Partner
Now that you know why you should be working with a professional Salesforce integration partner, here are a few important tips to choose the right one for your project:
Conduct A Good Research
Never be in a hurry to finalize a Salesforce integration partner. Make sure you conduct thorough background research for the options you shortlist. Go through all their services and read their case studies to understand their approach toward Salesforce integration projects.
It is very important to work with an integration partner you know well. This makes it easier to trust them and makes the journey toward achieving the end goals easier.
Look For Industry Experience
Industry experience is another important factor you should consider before choosing the right Salesforce integration partner.
It is always advisable to work with a partner who has garnered enough experience in the industry to give you valuable advice and recommendation.
An experienced integration partner will always be helpful in charting out your plans and strategies, making sure they are in sync with your objectives.
Do Not Cost Be The Only Deciding Factor
Especially if you run a small business or a startup, the cost of working with a Salesforce integration partner will always hold importance. However, make sure you do not make it the sole deciding factor while choosing the right partner.
If spending a little more money is getting you better services, it is advisable to take that deal instead of saving your money by compromising the quality of services.
Quality services will facilitate effective Salesforce integration, helping you get more traction and earn more revenue. Ultimately, this will boost your ROI instead of facing stagnancy or incurring losses after spending less.
Prefer Working With Certified Professionals
Salesforce certification implies that a professional has Salesforce’s official stamp of approval for their services. Along with considering other factors, it is advisable to work with Salesforce integration partners having certified professionals in their teams. With such partners, you can rest assured that they know what they are doing and your project is safe in their hands.
Moreover, you can almost always be certain that certified professionals will provide you with better services than their peers. This leverages your integration project and helps you obtain the desired results.
Look For More Options
Never make the mistake of settling with the first Salesforce integration partner you come across. Even if they promise quality services, make sure you have looked around for more options before bringing them on board.
Spend some time looking at different service providers, shortlist the best options, and select the integration partner that fits your bill.
The Final Word
These were some of the most important aspects you should consider while looking for and working with a professional Salesforce integration partner. Integration partners ensure the success of your Salesforce integration project and make the end users experience the best of both worlds while performing their tasks.