Important Considerations Before Integrating Salesforce

Integrating Salesforce into your company can be a worthwhile endeavor, but it requires careful planning. There are several important considerations that must be addressed before integrating the software into your company’s sales and marketing processes. The most critical of these considerations is understanding your business goals and how Salesforce can help you meet them.

After you know what you want to accomplish with the software, it’s time to think about who will be able to use it, how they will access the system, and what they will need in order to do so. The decision to integrate Salesforce with a third-party software platform is a big one for any company. Before making this decision, be sure you have considered some key points about Salesforce and how it will affect your company’s operations and future growth.

How Do You Select the Right Partner For Your Integration Project?

Integrating Salesforce into your existing technology infrastructure is a complex task. In the case of integrating Salesforce into an existing ERP or CRM system, your company’s IT department will likely be able to deploy the solution, though it will be time-consuming and take resources away from other areas of your business.

It’s beneficial to take advantage of Salesforce integration services that can help with the entire process. These professional services firms specialize in developing custom integrations for customers. If you have ever used another sales enablement solution, you know that these integrations are often robust, multi-step, and include powerful functionality.

Understanding how Salesforce works and assuring that your team is properly trained will go a long way to helping establish the conditions for success for your project. It’s crucial that you provide your end-users with the training they need to make the most of Salesforce’s capabilities.

In order to provide your employees with the best possible training, consider a Salesforce integration service that will give your team hands-on training, allowing them to experience firsthand how it works, what it allows you to do, and how it will impact your business.

What Do You Want To Accomplish With The Software?

Knowing what you want out of Salesforce and what it’s capable of will make it easier to determine the best method of implementation. Salesforce has so many features, that the options that you have for using the system can range dramatically.

Many of Salesforce’s best-selling solutions can provide managers with everything from a helpful marketing campaign dashboard to instant access to third-party apps that automate and simplify aspects of your business. Deciding on the right type of integration is key to determining which Salesforce solution will help your company the most.

Choosing a specific Salesforce solution will require careful thought. For example, if you are planning on using CRM tools to manage customers, you need to consider how CRM features, such as tracking deals and integrating with your company’s other applications, can be used to integrate Salesforce.

On the other hand, if you are planning on building a custom solution for managing your company’s sales, your choice of a Salesforce solution will likely be different.

How Do You Assure Security and Privacy?

Regardless of what type of solution you are considering, it’s important to discuss how your company’s end-users will be able to access the solution, as well as security measures for keeping data out of the wrong hands.

It’s very likely that your sales team is going to want to be able to access the data from Salesforce. But for that to happen, you’ll need to implement robust security measures and policies that will ensure that everyone’s access is carefully managed.

Data privacy can be an issue for many companies, including both public companies and smaller businesses. Salesforce has several built-in security measures, such as two-factor authentication (2FA) and custom login flows, but the strength of these security measures depend on proper planning and implementation.

The Takeaway

Salesforce can be tremendously beneficial to your business, but it’s important to use this tool in the right way to ensure its success. First, it’s essential to discuss what your goals are for the solution. Only then can you determine how best to use the Salesforce ecosystem to enable achievement of those goals. 

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