Facing a pandemic, businesses around the world had to make tremendous changes in order to operate efficiently – which in many cases included data integration. With employees working remotely, they needed to make sure everyone had the data they needed, when they needed it, without having to rely on a desktop computer located in the office. That’s when a successful Salesforce integration comes in handy!
In order to help businesses in industries such as manufacturing in this transition for data integration, Commercient is proud to have Abelian as a trusted partner. Abelian is a Silver Salesforce Consulting Partner with over 55 Salesforce Certifications that encompass various specializations in addition to Salesforce architecture.
Abelian specializes in implementing and aligning businesses and partners with the most modern technological capabilities Salesforce currently offers.
Abelian has seen Commercient successfully help various organizations ranging from the manufacturing industry to bio-tech and everything in between. That’s why we asked them for tips that can lead to a successful Salesforce integration.
Is your team properly set up for integration success? Check out the top tips from Nico Gutierrez – Salesforce Consultant at Abelian:
Have the right project champions on the team:
A business can have many departments and it is best suited to have one project champion in order to guide you through the Salesforce implementation. If there are too many, there is a higher chance of mistakes through miscommunication as each project champion will have their own ownership for the tasks at hand. By having one project champion each task will have its own prioritization and it will be worked through systematically. Since there is only one project champion, that will for example overlook the sales or marketing department, they will need to have enough authority to work through each department, to make decisions, to streamline work, and to make sure daily goals are met. To be a project champion, for example, a salesforce administrator, it is recommended they take that certification and be qualified for their role as well as, have a good reputation at what they do.
Celebrate Small Wins
For most of us, we believe that we should only celebrate the big wins but this way of operating can prove to be troublesome in the long run because if we do not look at all the milestones we achieve from start to finish during the implementation of Salesforce, we can become discouraged. There is nothing more satisfying than seeing the integration of Salesforce making progress as that will motivate the integration team and once it is done, leads can be turned into customers. For instance, before Salesforce becomes integrated it could have been difficult for the sales team to find the correct information which can result in taking longer to close a deal, and with the integration, there will be immediate access to their prospects.
Address All Security Challenges
In order to ensure data is protected and privacy is maintained for the implementation of Salesforce, it is best that your business communicates with Salesforce through their Application Program Interface (API). The API is an intermediary between the software applications and sets out data formats. To avoid any security challenges and to have a smooth integration, the following is useful to consider:
- IP Address: The integration user will need to provide their IP address or range. This can be done by having the IP address constricted.
- User Access: Integration users will only have limited access to the necessary objects.
- Passwords: They need to be at least 120 characters long, with symbols, numbers, and some letters in uppercase.
Use the Right Tools
Salesforce is viewed as one of the top Customer Relationship Management (CRM) in the world. It is known for increasing productivity in the sales or marketing department, which can lead to closing deals faster with more accuracy and predict what customers need which can all be accessible in one place. However, Salesforce always works best with Enterprise Resource Planning (ERP), and to do that, the right tools are needed and this enables customer accounts as well as inventory to be shared.
Integration between your Salesforce and ERP system, in your business, is crucial to perform its best by tracking information in one stored place, managing client details without error, viewing your accounts, keeping track of your client’s billing and shipping, and keeping on top of your sales. But this cannot be done without an integration tool like Commercient SYNC, which offers a hassle-free and seamless integration experience. Not only that but SYNC is flexible to your needs and this tool offers no coding, no mapping, no server, and no ETL.
Taking the next step for your business by integrating data can be quite daunting and that is why Commercient SYNC offers the best package to assist in monitoring your sync performance. If your schedule is looking deranged and you are unsure how to monitor the integration performance, Commercient has got you covered by providing alerts and notifications to your email or, they can rearrange the integration or the rate at which the frequency for integration happens to be increased. If you feel like monitoring the process, Commercient provides a customer panel for you to check the status of your sync process from your ERP to Salesforce or vice-versa and the frequency to see if it suits your needs, which can be done by looking at comprehendible graphs.
Just like any person or business, we always need to be certain about buying or implementing a new system as naturally, we always fear something new or something unknown. But it just takes that leap of faith, trust, research, and careful planning to make sure it is justified spending the extra money. By choosing Commercient SYNC, we can easily justify the costs for you by making SYNC customizable to what your business needs. The benefits of integrating with Salesforce are:
- Better Reporting: By implementing Salesforce all your data will be organized, stored, and analyzed which can be easier to understand and interpret.
- Dashboards: Integrating with Salesforce, you will automatically have access to a dashboard that will visualize all the data within your company instead of, manually entering it into a worksheet.
- Customer Information: One of the benefits with Salesforce CRM is that customer information is more accessible across departments as it is stored in one place and if an employee is out of the office, a colleague can step in and access that information.
- Collaboration: This means that records can be shared amongst employees in order to make a decision or to see the progress of certain records.
- Accessibility: Salesforce CRM is a cloud platform which can be accessed from any location, at any time of the day and team members can constantly communicate with each other provided there is the internet.
If your team is struggling to find the right partner for your next integration, then you need Commercient.
Commercient continues to be a leader in integrations and helps align teams looking for a more seamless and aligned process among their marketing, customer service, and sales teams. Here is how Commercient SYNC works.
Contact us and discover how we can align with your team’s unique needs and arm you with the tools for an easy and winning integration.