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As a business owner, one needs to keep abreast of the changing times. Being flexible in your approach will take you a long way. As the old saying goes “the bamboo bends with storm and survives whereas the oak tree remains resolute and topples over”. Adopting technology and its various tools ensure that you make or break. Adopting Salesforce and integrating it with your current apps and external cloud services is highly desirable. Some of these apps include WordPress, Microsoft Dynamics, and SAP business suite. Salesforce is a very powerful tool in any organization as it provides easy access to data, improves processes, streamlines operations, helps to check wasteful expenditure, optimization of all resources, and increases in revenue generation.

Here we run you with integration strategy step by step so you understand the whole process.

Also read: Best practices for Salesforce integration

  • Comprehensive Analysis of Business Requirements

The first step is a comprehensive analysis of business requirements and your existing software and other tools. In-depth engagement is involved between the customer, his/her team and the team from the assigned salesforce vendor. This is the vital step before anything can take place as customer needs are prime.

  • Draw A Comprehensive Integration Plan

Once the vendor team goes back, they mull over the right strategy among themselves. The idea is to draw up a comprehensive integration plan keeping all the client needs in mind. This is done shared with the client to ensure that everyone is on the same page.

  • Listing The Requirements And Scope of The Integration Project.

The components of the strategy include listing the requirements and scope of the integration project. It involves spelling out clearly the costs involved and the timelines in the process. There will also have to be agreement on tech solutions such as integration platform or a development tool. Data integrity is a special focus of the integration strategy. Plus, it involves a plan on how to coordinate work with third-party vendors as well as mapping the CRM integration process keeping in mind flexibility in adjusting the integration with the changing scenarios in the future.

  • Create A Good Strategy

It will create better processes and customer delight which is the main reason for your planning integration of the world’s number 1 CRM – Salesforce and your currently used tools, apps, and other software.

  • Integration Solution Development And Implementation

The next step in the process is the Integration solution development and implementation. The aim is to successfully provide secure, reliable, seamless, and scalable integration of salesforce with other software. Integration comes with many issues including and not limited to delays, unexpected costs, and resource limitations. Thus it is imperative to approach an experienced vendor of salesforce, or you might end up with problems, frustrations, and loss of valuable data.

  • Post-Delivery Support And Maintenance

Lastly, the vendor provides Post-delivery support and maintenance for a fixed duration of time such as training to end-users leading to a higher adoption by them. This is because they fully grasp the nuances and get comfortable with the integration and see for themselves the benefits which will accrue to them.

Looking for Salesforce Integration Services, Contact Codleo, the best Salesforce Integration Partner

In the end, a good or bad strategy can make or break your salesforce experience. Best to do it the right way, the first time.

About the Author

RS Maan

Maan joined Salesforce Ecosystem in 2008 with entry of Salesforce in APAC region. He worked on many of the underlying Salesforce Products & it’s functionality, including Heroku, Chatbots, and Einstein before leading Codleo Consulting - Leading Partner of & In his spare time, he immerses himself in travel, books and spirituality.

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