Salesforce Integration Consulting

Tool up your platform under the cost-effective expert guidance of our Salesforce integration consultants.

Since the first released version of Salesforce in 2001, we have been successfully adjusting its standard functionality for various business vectors.

We specialize in connecting main Salesforce products like Sales, Service, Marketing, Community (aka Experience), Financial Services, Health, Revenue (aka Billing & CPQ )Clouds, and Salesforce Analytics Clouds products like Pardot (aka Marketing Cloud Account Engagement) and Einstein Analytics (aka Tableau CRM). Our services also include integration of AppExchange apps, CRM systems and software of various vendors, and custom solutions with your org.

Due to our extensive expertise in CRM consulting and custom development, we can integrate and support solutions of various complexity: app-based, code-based, or even build custom integration modules or apps on top of Salesforce and sync it with your platform!

Discover How to Sync Your Application to Salesforce as Experts Do

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Why Companies Choose Ascendix

 

Ascendix Technologies is a Dallas-based certified Salesforce integration services provider with:

Nathan Mrnak
COO of Base Camp Country Real Estate

Ascendix helped us integrate Box and Salesforce. It allows us to house an unlimited amount of data, forms, pictures, legal documents all while keeping such collateral in a folder format specific to a customer or transaction. “Box”, has also been a great tool for our marketing team to collaborate on creative content creation and communication with our agents needs in the field for specific content. The ability to integrate these types of tools has driven a lot of efficiency in our business model allowing us to do what we do best in servicing our customers.

David Noble
Vice President of Market Research, Hanna Langholz Wilson Ellis

When searching for a replacement to our existing CRM system, our situation presented several challenges, the most significant of which was the fact that our individual offices were all using different systems. Different systems meant different processes and different workflows for the users. It also meant that the data migration process would be multiplied by the number of systems that we used. After our initial discussion with the Ascendix team, we quickly realized that we were speaking with a partner in this process, someone as invested in our success as we were.

Benefits of Salesforce Integration With Ascendix

Comprehensive Software Assessment and Audit

We provide first-class Salesforce consulting and an in-depth analysis of your software from both technical and business requirements perspectives to guarantee system compatibility and integrity.

Non-intermittent Data, System, and Apps Integration

We will ensure that the integrated software implements organizational processes, exchanges information seamlessly, and helps to achieve a better user experience.

Individual Integration Roadmap Design

Our team will strategize your integration project and plan it based on your individual needs, software specifics, budget, complexity, and desired timeline of completion.

Testing and Quality Assurance

We will guarantee the delivery of user-friendly, error-proof, and debugged solutions that completely align with your Salesforce instance and business processes.

Budget-friendly Pricing Models

Due to our ability to deliver services globally and to offer various engagement models like onshore, offshore, and blended, we can adjust cost structures to any project size and budget.

AppExchange App Development Expertise

We successfully support thousands of users of our own apps on AppExchange and it enables us to keep up with all consumer demands to constantly evolve and upgrade our products.

Comprehensive Software Assessment and Audit

We provide first-class Salesforce consulting and an in-depth analysis of your software from both technical and business requirements perspectives to guarantee system compatibility and integrity.

Non-intermittent Data, System, and Apps Integration

We will ensure that the integrated software implements organizational processes, exchanges information seamlessly, and helps to achieve a better user experience.

Individual Integration Roadmap Design

Our team will strategize your integration project and plan it based on your individual needs, software specifics, budget, complexity, and desired timeline of completion.

Testing and Quality Assurance

We will guarantee the delivery of user-friendly, error-proof, and debugged solutions that completely align with your Salesforce instance and business processes.

Budget-friendly Pricing Models

Due to our ability to deliver services globally and to offer various engagement models like onshore, offshore, and blended, we can adjust cost structures to any project size and budget.

AppExchange App Development Expertise

We successfully support thousands of users of our own apps on AppExchange and it enables us to keep up with all consumer demands to constantly evolve and upgrade our products.

Ascendix team just walked us through the integration process, and we felt comfortable that they would not disappear when we needed the help. They really worked with us to get everything over as consistently as we possibly could. I remember I thought that we would probably have 50% success, but we got it to 85-90%, so everything is converted over. We felt they were very hands-on and if we needed something, we could just pick up the phone and call them. And that's set Ascendix apart from the other companies that we looked at. Read more.

Robert Sattler, Principal at CRESA New York

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 single or multiple Salesforce solutions in one platform. For example, we'll guide you on how to integrate Marketing Cloud with Pardot and Einstein Analytics.

Integration with Multiple Different Systems

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 assure that the information across your various systems is correct and deduplicated.

Integration with 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 Clouds and Products Integration

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

Integration with Multiple Different Systems

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 assure that the information across your various systems is correct and deduplicated.

Integration with 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.

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 Options

High Flexibility for AscendixRE Salesforce App Development Case Study | Ascendix

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).

High Flexibility for AscendixRE Salesforce App Development Case Study | Ascendix
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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 Team Improvement for Flibco Custom Software Development Case Study | Ascendix

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 best-fit software and help you link it to your platform.

Marketing Team Improvement for Flibco Custom Software Development Case Study | Ascendix
CaseStudies-Cresa1

Social Media Integration

To offer a 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.

Document-Management-Systems Ascendix

Salesforce Accounting Software Integration

Our Salesforce integration services include synchronizing 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.

Document-Management-Systems Ascendix
Route-Planning-Software Ascendix

Personal Planning Software and Email Integration

Connecting contact lists, tasks, schedules, and emails with a CRM system can significantly boost your teams’ productivity and help 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.

Support Team Improvement for Flibco | Ascendix

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 the 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.

Support Team Improvement for Flibco | Ascendix
Colliers-Advanced-Recruiting-Abilities

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.

White glove concierge & support services Ascendix Search case study | Ascendix

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 an 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 the advantages of IT Service Management software to power up your platform and improve interaction among your departments.

White glove concierge & support services Ascendix Search case study | Ascendix
Corporate-Intranet-Solutions Ascendix

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 the integration of other tools, apps, CRM software, and databases, feel free to contact us.

Review our Salesforce Integration Guide to Increase Your Platform Capacity

Our Approaches To Salesforce Integration

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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.

3-Architecture Development Ascendix Tech
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5-Boost Sales Ascendix Tech
5-Boost Sales Ascendix Tech

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.

Salesforce Integration FAQ

What does a Salesforce integration consultant do?

A Salesforce integration consultant helps to sync third-party or custom-built systems with your existing Salesforce org and makes it easier for your team to work together with all of the data they need.

Besides that, we, as your Salesforce integration consultants of a choice, can syndicate several platforms, including your CRM systems, under one Salesforce instance and select the best integration option: via an integrator, API, custom coding, or find a better alternative on AppExchange marketplace that can be easily installed and managed.

If you need a fully custom app that will fulfill your unique business needs, we can build one on top of the existing ones so that you could leverage the best features of the popular tools or create one from scratch that will contain only the necessary functionality with an opportunity to scale along with your growing business needs. Also, we can apply custom coding practices to seamlessly link your solutions with a Salesforce org.

What does Salesforce integrate with?

Salesforce is an extremely agile platform that can be integrated with almost any solution on the market. Moreover, its infrastructure includes its own app marketplace — AppExchange — that offers a vast scope of solutions, both free and paid, already adapted for smooth integration with Salesforce orgs.

If the available tools can’t meet your requirements, you can link the apps via integrators like Zappier or custom coding. Our Salesforce integration consultants can extend your platform’s capabilities almost infinitely or guide and equip you with extensive knowledge to perform system integration on your own.

We offer flexible partnership models to power up your innovation initiative with various levels of independence.

How to do integration in Salesforce?

Any integration project is special and is more complex than it may seem at a first glance. The project’s success depends on many factors, and those should be analyzed carefully before launching it.

These factors include: when the Salesforce was implemented, whether it was well-maintained during this period, how the company protects the data entered and stored within the system, where the data come from, how users access it, the number of integrated solutions and how they are integrated, the amount of customization performed, etc.

Our experts will conduct a detailed Salesforce audit and health check to ensure that the new integration will be flawless and won’t cause any problems to the existing processes and flows. We can perform code reviews, necessary configurations, and optimizations to make the Salesforce operation a pleasant and secure experience.

How much does Salesforce integration cost?

Salesforce integration is a complex process that influences the total pricing. It includes the number of external systems that are to be synced with the platform approaches needed to integrate the systems; third-party app installation, app connectors, via API tokens or custom codes, and the complexity of the user interface adjustments.

On average, a complex integration project may require from $30,000 to $50,000 of total investment. There are cases when you could do it much cheaper as well. Each case is unique, and it is better to discuss it with your Salesforce partner. Request your custom quote and assessment

Does Mailchimp integrate with Salesforce?

Yes. You can check out how to integrate Mailchimp with Salesforce, its pros and cons, what you should know before you start the integration project, Mailchimp vs Salesforce Marketing Cloud comparison, and Mailchimp for Salesforce best practices in our blog post.

Does Box integrate with Salesforce?

Yes. In our guide, we give an overview of Box for Salesforce functionality, the pros and cons of the two most common integration options, and the limitations of each of them.

Does Jira integrate with Salesforce?

Yes. We can select the best option of three types of Jira integrations: Jira Server, Jira Cloud, and Jira Service Desk for tracking issue tickets and enable Jira integration with Salesforce via Atlassian’s marketplace and its verified vendor ServiceRocket, third-party integrators like Zapier, or other integration services on AppExchange like zAgile, Go2Group, or Workato.

 

Can you integrate Slack with Salesforce?

Yes. We can integrate Salesforce with the Slack app either by downloading it from the Slack App Directory or getting it straight from the AppExchange listing or with the help of third-party solutions like Zapier, Automate.io, Workato.

How to integrate LinkedIn with Salesforce?

By integrating LinkedIn with Salesforce, you can take advantage of both LinkedIn Sales Navigator and Salesforce CRM for tracking and managing sales activities.

This integration allows creating a seamless sales experience by targeting buyers and companies that are right for your products and services, getting a better insight of your buyer’s value due to the information in their social profile, and applying a more personalized approach accordingly.

Our Salesforce integration consultants can synchronize LinkedIn’s Sales Navigator with your Salesforce CRM via AppExchange for Professional, Enterprise, Unlimited, Developer, or Performance editions.

Certified Salesforce Integration Partners from Dallas

Trust our seasoned Salesforce consulting and engineering expertise in solving integration challenges and strategizing. Forget about disparate systems and enter a new era of software integrity with Ascendix Technologies.

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