Salesforce Integration Services

What Salesforce Integration Brings You

• Consolidated processes of various teams and different locations in one platform
• Streamlined corporate processes and workflows
• Unified access to the system functionality via Salesforce interface
• Comprehensive overview of your customer journey
• Synchronized and accurate data across the systems
• Better document exchange and storage due to enhanced collaboration
• Improved history tracking of clients' interactions

Salesforce Integration Services We Provide

To boost standard CRM functionality, we offer the following Salesforce integration services:

Salesforce Clouds and Products Integration

Our experts can consult on the integration of a single or multiple Salesforce solutions in one platform. For example, how to integrate Marketing Cloud with Pardot and Einstein Analytics.

Integration with Multiple Systems by Different Software Suppliers

We can help to transit the best practices of your current CRM systems and software and unify them under a single Salesforce instance.

Integration of Several CRM Systems Across Disjoined Departments

Our consultants will turn your disintegrated and distributed CRM systems into a single organism regardless of the physical locations of your offices.

Data Integration in Salesforce

We can consult on the best integration approaches to deliver real-time data synchronization and to have correct and deduplicated information across various systems.

Integration with Elaborate Custom Solutions

Our professionals will design complex integration scenarios for tailor-made solutions or build your exclusive solution and integrate it with your Salesforce organization.

Integration with Ascendix Software Solutions

You can start utilizing our top-notch products like AscendixRE CRM, Ascendix Search, Composer , and MarketSpace right from your Salesforce platform.

Salesforce Integration Options

To make all systems work as a single mechanism, increase information flow visibility, and get a 360-degree view on your data and business as a whole, Ascendix offers various Salesforce integration solutions like:

◈ Salesforce AscendixRE CRM Integration ◈

If you have searched for an all-in-one tool that will combine world-class Salesforce experience with advanced functionality like map search, lightning-fast multi-criteria searches, robust reporting functionality, sending mass emails, and virtual Collaboration rooms, then AscendixRE is the best choice for you.

More about additional AscendixRE features you may find here.

Our team will help to enhance AscendixRE with our top solutions like Ascendix Search (an advanced search and filtration app), Composer (a point-and-click report and brochure generation tool), and MarketSpace (multi-channel listing portal software).

◈ Salesforce ERP Systems Integration ◈

Salesforce integration with Enterprise Resource Planning aims at the synchronization of your sales and resource management workflows.

Sales representatives get a complete and up-to-date view of their customers database inside their CRM tools.

For example, you can easily track inventory, shipping, and receipts for better production planning and shipment organization considering the current clients' demands.

We, at Ascendix,  can smoothly connect your Salesforce with various ERP systems to unlock the full potential of your platform.

◈ Marketing Automation Software Integration ◈

Flawless sales and marketing cooperation starts with easy and centralized data exchange between these teams.

Salesforce and marketing software synchronization allows you to turn your platform into a lead-nurturing machine by setting up relevant promo campaigns and enabling continuous communication with your customers.

Our Salesforce integration consultants can assist you with the selection of a best-fit software and help you link it to your platform.

◈ Social Media Integration ◈

To offer personalized user experience you need to understand your customers and monitor their behavior across different channels to predict their needs and demands.

By connecting social media like Facebook and LinkedIn with your Salesforce org you can keep yourself informed on prospects’ social activity and establish new standards of your social media presence.

We, at Ascendix can facilitate the process of social media integration and its components for you and help you get more value out of your Salesforce investment.

◈ Salesforce Accounting Software Integration ◈

Our Salesforce integration services include synchronizing of the accounting system with your CRM tool to make sharing financial data with your sales team more convenient.

This integration also allows for better insights into invoicing practices and financial processes management that can reflect on improved forecasting.

Our consultants can choose the best accounting integration solution or integrate the existing one.

◈ Personal Planning Software and Email Integration ◈

Connecting contact lists, tasks, schedules, and emails with a CRM system can significantly boost your teams’ productivity and helps build a more complete history of client relationships.

We will help to improve the performance of your employees by integrating personal planning software and emailing clients with your Salesforce instance.

◈ Salesforce CTI Systems Integration ◈

Among Salesforce integration services offered by Ascendix is connecting computer-telephony integration (CTI) systems to a CRM tool.

By linking them you can substantially increase sales as well as speed and quality of your customer service.

With CTI systems you'll be able to identify, route, and record calls automatically, manage VoIP (voice over IP) and PSTN (Public Switched Telephone Network) calls directly from Salesforce, and analyze relevant key performance indicators (KPI).

Our team of professionals will assist you with aligning these CTI systems and monitoring their performance within your platform.

◈ Collaboration Systems Integration ◈

To facilitate and improve cooperation and document storage within your organization, collaboration systems like SharePoint, Google Drive, and Office 365 are no longer an option but a necessity.

However, disintegration of collaboration tools with your CRM may lead to longer downtime due to shifting between the systems and document duplication.

The synchronizing of the Salesforce with collaboration systems helps to avoid these issues and delays to give teams more flexibility in collaborating on projects.

We, at Ascendix guarantee careful and professional integration for smooth data exchanges between offices.

◈ Salesforce ITSM Software Integration ◈

To enhance technical and service departments cooperation with customer support staff and sales managers while centralizing it in Salesforce, you can integrate IT Service Management (ITSM) tools. 

To deliver outstanding customer experience, you need to create a single customer-centric environment by linking Salesforce cases and ITSM issues.

Our consultants will bring together Salesforce benefits with advantages of IT Service Management software to power up your platform and improve interaction among your departments.

◈ Other Salesforce Integration Projects We Deliver ◈

Besides the above-mentioned integration options, we can expand Salesforce capabilities by linking project management tools, payment processing software, customer service software and apps, survey tools, team collaboration software etc.

But, if you need an assistance with integration of other tools, apps, CRM software and databases, feel free to contact us.

Our Approaches To Salesforce Integration

Direct Salesforce Integration

By following this approach, we will integrate the Salesforce platform with another system via a direct API (application programming interface) or database.

Even though, it is not the most flexible option, it will ensure the smooth data exchange between two systems.

Server-based Salesforce Integration

This is a more flexible approach both for organizations with small integration projects and bigger ones delivered based on the enterprise service bus (ESB) and hub-and-spoke models.

It can reduce the need for IT resources involvement because of the minimized influence of system updates on the integrated system.

Also, due to this option you will gain better control over the flow of information.