Integration & Data
Salesforce joined to your finance, email and other business systems, through AppExchange apps or custom API integration where no connector exists.
The problem
Three systems, three versions of the truth
Every time the same data is typed into two systems, the numbers drift apart. 360 Resourcing was entering data twice, once in Engage and again in Sage. At Smart Group, separate booking and reservation systems did not share data.
We connect Salesforce to the systems around it, from SagePay to Outlook, so each record is entered once and every team reports from the same data.
How we work
Our delivery process
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01
Interrogate
We test the brief with stakeholders across your business, then agree the solution, timeline, team and cost in a statement of work.
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02
Map
A workshop with your managers and key users, written up as a detailed requirements document before anything is designed.
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03
Design
Every field and technical detail is set out in a Configuration Blueprint, so you can see exactly what will be built.
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04
Build
We build in stages, with regular progress updates and show-and-tells, then demo the whole process end to end for your team to test.
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05
Launch
Nothing goes live until you sign it off. We train your team, launch, and stay on standby for user and technical support.
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06
Support
After launch we stay in touch to plan your next phase, with monthly support hours available from our Salesforce specialists.
Tooling
Platforms we work in
Integration results
Sectors
Sectors we work in
Education & Non-profit
Salesforce and automated follow-up for schools, colleges and charities, sized for small teams.
Energy & Utilities
A defined sales path in Salesforce for energy projects with partners, parent companies and many sites.
Manufacturing & Industrial
Salesforce built to scale with the business, joined to marketing, with reporting managers can act on.
Dental & Healthcare
Marketing, CRM and reporting for independent dental practices competing with well-funded corporate groups.
FAQs
Questions we get asked
We test the brief with stakeholders across your business to make sure it leads to the outcome you need. The result is a statement of work covering the technical solution, timeline, team and cost.
We share progress through regular updates and show-and-tells, so feedback comes in early. We review changes with you and build them in before you sign the system off for launch.
We do. Requirements are documented and agreed with your stakeholders at the start, the system design is set out in a Configuration Blueprint, and each project ends with a detailed technical handover.
You see the system working before it goes live. We demo the whole process end to end for your team to test, review your feedback, and move to production only once you have signed it off.
Talk to a specialist
Speak to someone who's done this before
Talk through your Salesforce, marketing automation or integration project with one of our certified consultants. The first consultation is free.