When Salesforce sits apart from the rest of the business, people re-key data and stop trusting the records. We connect it to your internal systems so every team works from the same numbers.
The CRM itself usually works. The trouble starts at the edges, where it meets everything else.
Orders, accounts and contacts re-keyed between systems, with errors creeping in every time.
Sales, finance and operations each hold a different version of the customer, and nobody knows which is right.
Links built up over the years, undocumented, and failing quietly when something upstream changes.
Scoped per project and fixed in the Configuration Blue Print before we build.
Every system, object and field involved, who owns it, and which way the data should flow.
Field-level and technical detail set out in a Configuration Blue Print and signed off before build starts.
Connections built in a sandbox, with regular show-and-tells so you can see progress and give feedback.
Records moved cleanly from legacy systems, checked and de-duplicated before they reach Salesforce.
The whole process demonstrated for your team to test, with feedback worked in and sign-off before production.
Training for your team at go-live, then technical support once the integration is running.
Stages follow our delivery process. Durations depend on how many systems are involved.
Stakeholders across the business agree a statement of work covering solution, timeline, team and cost.
An interactive workshop that produces a detailed requirements document for every system involved.
Objects, fields and data flows written into a Configuration Blue Print for sign-off.
Built with regular show-and-tells, then tested end to end by your team before production.
Your team trained, the integration pushed live, and ours on standby for user and technical support.
For the people who'll sign the scope off. Everything here is confirmed in requirements mapping before we quote the build.
From no CRM to one integrated enquiry, booking and invoicing system, with a customer portal and automated email campaigns.
Yes. Custom API integration for platforms the AppExchange doesn't cover is one of our Salesforce services. Requirements mapping finds out how the system shares its data before anything is built.
It can, which is why we check. Scoping covers data volumes and how often records need to sync, and the design is sized to what your edition allows.
Yes. Clean migration from legacy systems is part of how we deliver Salesforce, and running it alongside the integration means records arrive once, in the right shape.
Our team stays on standby after launch for user and technical support. After that, our Salesforce support services cover the platform for as long as you need them.
Not just as instructed
Tell us the outcome you need, and talk it through with one of our certified Salesforce consultants.