Why Build Integrations with Salesforce?
Salesforce integration tools can benefit virtually every facet of your company’s operations. When utilized properly, Salesforce integration can improve profitability, boost user adoption, streamline the customer experience, and eliminate tedious manual tasks that hinder productivity.
Some examples of how Salesforce data integrations will benefit allow organizational productivity:
Automate Your Quote-to-Cash Process
The quote-to-cash (QTC) process refers to sales, order fulfillment, billing, accounts receivable, and account management-related tasks.
Without integration tools, the QTC process relies on inefficient manual tasks that must be completed by your sales team, like configuring quotes, creating custom proposals for new clients, and invoicing customers.
In the traditional business model, these tasks were often treated as independent steps along the quote-to-cash cycle. However, they should actually be viewed as a singular process because each phase of the QTC cycle directly impacts other tasks.
Salesforce integration tools allow you to deploy a QTC platform and merge it with your CRM. As a result, your sales team will be able to drastically reduce invoicing errors, enhance data analysis capabilities, and respond to client requests rapidly.
Accelerate Lead-to-Revenue Management
With the assistance of integration tools, you can also accelerate lead to revenue management.
When paired with other applications, Salesforce CRM makes it easy for you to identify and route high-quality leads to your sales team. In turn, they can focus on transforming these vetted leads into paying clients.
Salesforce can be integrated with marketing automation apps and similar kinds of software that are designed to grow your online presence. This can help your marketing teams improve user engagement.
As customers are drawn deeper into the sales funnel, you will have more opportunities to demonstrate the value of your product or services.
Automate Data Processing
Salesforce integration tools allow your organization to automate tedious data processing tasks. Salesforce Flow is a helpful tool that you will be able to leverage. This program includes two automation tools that provide a true point-and-click experience.
Flow Builder gives you the power to build new automated workflows. Process Builder allows your team to refine and edit existing automation processes.
Once your Salesforce CRM is integrated with other applications, you can use the Flow Builder tool to design custom automations based on the needs of your organization.
Eliminate Duplicate Data in Salesforce
Without integration tools, Salesforce users will likely encounter a lot of duplicate data. This duplicated data clouds your customer view and can even diminish the service experience. It also results in wasted time, which can severely impact your bottom line.
Salesforce integration tools allow you to eliminate duplicate data from your CRM. This helps your marketing and sales team to more efficiently serve your clients. They can avoid contacting the same client multiple times, reduce budgetary waste, and improve the customer experience.
Eliminate Manual Data Management Tasks
As you continue to grow your business, manual data management tasks may quickly become a major pain point. This is because there are many shortcomings associated with manual data entry.
Perhaps the biggest concern is the risk of human error. Even your best employees are bound to make a mistake eventually. Depending on the severity of the incident, that seemingly simple data entry mistake could cost your company hundreds of dollars.
The risk of errors notwithstanding, manual data entry is expensive. Your company must absorb the expense of the employee’s salary, their equipment, and the time required for training.
Salesforce integration tools allow you to eliminate many manual data entry tasks. Redundant data entry jobs can be handled via automation. This eliminates the risk of error, improves the accuracy of your CRM database, and allows you to allocate human resources to more dynamic tasks.
Deliver a Connected Digital Experience
While Salesforce integration tools can certainly benefit your business as a whole, they will also help you to deliver a connected digital experience. Your employees will be better equipped to carry out their various responsibilities, which can improve staff morale and create a quality working environment.
A fully connected digital experience will also enhance the customer experience. They will be able to interact with your client-facing programs more efficiently, which will positively impact your brand.
Visualize Data and Deliver a 360 Customer View
“Customer 360” is a phrase used by Jitterbit, but more on that specific integration tool later.
Gaining a 360-degree customer view refers to the process of analyzing every interaction that a prospective client has with your brand. This includes the ads they view, how much time they spend on your site, the support issues they encounter, and the items they purchase.
Salesforce integration tools will allow you to merge customer data from all of your essential applications. You can leverage this information to gain valuable insights about your target audience and other niche markets that you want to connect with.
Ultimately, this 360-degree view will help your marketing team craft personalized experiences that resonate with consumers.