Integrations with Other Systems
We can assist you in fully integrating your Salesforce account with any other systems and software you use to run your business. Integrations can be applied to virtually every aspect of your business, from marketing to billing.
Here are just some examples of how custom integrations can help your business:
By integrating your advertising accounts (such as Google Ads or Facebook Ads) with the lead and conversion information in Salesforce, you can view real-time data in Cost Per Acquisition reports on your dashboard. By integrating your billing software (such as QuickBooks), you can send invoices directly from your Salesforce account. By integrating your communication software (such as Pardot, MailChimp, Constant Contact, or your email/SMS systems), you can funnel client communication trends into a report on your dashboard.
No matter how you want your CRM to serve you, we can develop the perfect integration solution for your needs.
Automations
Our customizable automations can assist you in automating any process that exists within the functioning of your business. By automating certain tasks, you have more time to focus on other tasks involved in running your business — like personally interacting with clients, or solving issues that truly require your mental attention.
For example:- Task creations
- Field updates
- Reports emailed to team members periodically
- Billing and contracts sent to clients
- Notification emails sent to internal employees
Automations can be created to ensure specific aspects of your business run efficiently, which results in more efficient staff, more time for sales, and higher revenues.
Marketing Automation Systems
If you aren’t already taking advantage of Salesforce’s capacity for marketing automation, then you’re really missing out. With automated marketing, you can implement a digital marketing strategy without having to physically press “send” on every email, text, or campaign you develop.
For instance, marketing automation can be used to send a welcome email after a user subscribes to your site. Marketing automation can also be used to promote coupons and discounts to clients who purchased from your company in the past.
With our customized marketing automation solutions, we will help you craft a strategy wherein we help you collect data from your audience, and automatically trigger actions based on company timelines and user behavior.
