Things to Consider Before Integrating Salesforce with Business Applications

Customer Relationship Management (CRM) has become a need of every business. In this case, Salesforce, a cloud-based CRM, could be considered the best CRM system. The main aim of Salesforce CRM is to improve operational efficiencies by streamlining various processes. In addition, it is adopted by a wide range of businesses from various industry verticals. In this digital era, there is a constant need to improve efficiency to achieve a competitive advantage.   

But why would any company think about integrating other applications into Salesforce?

It is crucial to understand that Salesforce integration has the ability to connect two systems, streamline communication, and aid in insightful reporting.  

There are several key reasons why a company might want to consider Salesforce integration with other business applications. 

First, by integrating Salesforce with other applications, a company can provide its employees with a single, unified view of customer data. This can help to improve customer service and support, as well as sales and marketing efforts. Second, integration can help to automate many of the manual processes that are currently required to keep track of customer data. This can free up time for employees to focus on more important tasks. Finally, integration can help to ensure that data is accurate and up-to-date, which can further improve customer service and support. 

There are many good reasons why a company might want to consider integrating Salesforce with other business applications that we have also discussed later in the blog. 

But before that let’s consider some critical and essential standards that should be followed to ensure successful integration. 

Salesforce Integration with Business Applications: Things to Consider

  1. Identify the type of integration employed

One of the major points is that the company should be familiar with the integration type used in any project to get maximum benefit. Additionally, it is necessary to understand that the real-time integration process records data as soon as it is generated or modified. On the other hand, batch integration gathers information over time rather than in real time. However, a business should take these factors into account while developing any project. In short, a variety of criteria are always involved in successful integration.    

  1. Check Data transfer frequency and Accuracy

How often should the information be transferred between Salesforce and other systems? On the other hand, the scale of information that needs to be transferred from one system to another must be properly mapped out. Once the information has been identified, you must determine how often and in which way it needs to go. Also, it’s important to ensure that the data you’re sharing is accurate and up-to-date. This means having a robust data management strategy in place. Without clean data, your Salesforce integration will be less effective. 

  1. Consider Security of Data

It’s important to consider the security of your data. Make sure that only authorized users have access to Salesforce data, and that this data is encrypted when it’s stored or transmitted. If your data is stored in Salesforce, it will be subject to Salesforce’s security measures. This means that if you don’t have a strong security system in place, your data could be at risk. Additionally, if you share data between Salesforce and other applications, you’ll need to make sure that each application has its own security measures in place. Otherwise, you could be inadvertently opening up your entire system to potential security risks. By taking the time to consider the security of your data, you can help ensure that your business stays protected. 

Don’t forget to check out: Integration Basics in Salesforce – Here is All You Need to Know

  1. Cost of Integration

You need to consider the cost of integration. Make sure you have a budget for any additional licenses or services that might be required. Though Salesforce is a powerful CRM tool, it can be expensive to customize and integrate with other business applications. The cost of integration can vary depending on the size and complexity of the data being transferred, as well as the number of applications that need to be integrated. In some cases, it may even be necessary to hire a Salesforce consultant to help with the integration process.   

  1. Evaluate what type of support is needed

At last, the company should plan what type of support is required in case of any issue. In complex cases, effective research and human intervention may be required. In addition, any kind of troubleshooting may arise so it is necessary to plan to avoid problems.   

However, the benefits of integrating Salesforce with other business applications can be significant, making it a worthwhile investment for many businesses. By taking the time to consider these things, businesses can ensure that they are making a sound decision for their company and can ensure the successful integration of Salesforce with other business applications. 

Benefits of Salesforce Integration with Business Applications

1. Better Decision-Making

Companies deal with huge amounts of data on a daily basis, which makes the decision-making process quite complex. In order to make better and more accurate decisions, it is essential to integrate the salesforce with the right applications. Furthermore, it offers great customer insights so that companies can make decisions most effectively.   

2. Obtain user data in a single place

When Salesforce CRM is integrated with customer service and supporting apps, it aids in easing the connecting points of customer interaction. As a result, the processes become convenient, which strengthens the overall operational productivity.

3. Obtain user data in a single place

For instance, if you integrate outlook into Salesforce, you can accomplish the goal of eliminating manual data processing. Furthermore, discrepancies that happen during routine information processing will be reduced significantly. To put it differently, error-free and yet rapid results can be achieved with ease. In addition, sales teams use automatic guidelines, digital assistants, and Salesforce data to build effective customer relationships.    

4. Customer retention

In the current era, Customers have higher expectations and they want high-quality services. Furthermore, these shifts in consumers’ expectations specified that companies must offer quality services to retain their loyal customers. To retain customers, your company must invest in a suitable Salesforce integration solution. Also, an integrated solution that gathers information from diverse sources can give you a broad overview of your client’s needs, common issues, and actions. For example, with outlook integration employees can see anytime what they have discussed in each conversation. So, your team members will be able to provide a better customer experience when interacting with long-term consumers. As a result, your customer experience will enhance and you can retain customers most effectively. 

dont miss out iconCheck out another amazing blog by Emorphis here: Salesforce Sales Cloud – The Complete Guide

5. Generates Informative Reports

Another key point is that the successful Salesforce and business application integration allows companies to get easy access to informative and useful reports. By using these reports companies can make informed decisions within no time. In addition, any complex issues can be solved with the help of the right integration.  


It is clear from the above information that organizations can benefit from a well-managed Salesforce integration. However, it is also essential to identify what type of integration is needed by the company. If a company integrates the right application with salesforce, then it may get maximum benefit.    

In order to get a highly effective Salesforce implementation and integration service, you may need an effective Salesforce company. So, Emorphis Technologies are one of the finest companies that provide Salesforce integration services. We know how to improve your operations with the right CRM support. We have a team of highly qualified Salesforce developers and experts who can develop the right solution in the most effective manner. If you think you want Salesforce integration services then do not hesitate to connect with one of our Top Salesforce Consultants. 

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