When your Salesforce instance isn't integrated with the rest of your technology stack, the daily friction can be felt across the entire organization. More than workarounds, it creates significant operational challenges. Does your business experience any of these:
Does this sound relatable: Your sales team sees opportunity data in Salesforce, but your finance team sees billing history in the ERP, and your support team sees case details in a separate ticketing system. If yes, you’ll have frustrated customers repeating themselves to different departments and missed cross-sell opportunities.
Integrating Salesforce with other critical business applications not only solves these problems but also provides multiple benefits that affect every facet of your organization.
data from your ERP, marketing platform, e-commerce site, and service tools into Salesforce, and back, to get a real-time profile of every customer. Every department has access to the same information, keeping them aligned to deliver consistent customer experiences.
Eliminate manual data entry and its associated errors. When a record is updated in one system, it's automatically updated in all other relevant systems. Now, your employees don’t have to deal with low-value tasks and can focus on what matters.
Create automated workflows that span across applications. A "Closed Won" opportunity can instantly trigger an invoice in your accounting system, a work order in your ERP, and a "thank you" email from your marketing platform, all without human intervention.
You can get a true and real-time picture of business performance when the data flows into a centralized system. Analyze customer lifetime value and campaign ROI, and make data-driven decisions with confidence.
Your team can deliver a consistent and personalized customer experience when they all have access to the same data. From the first marketing email to the sales call, the product delivery, and any post-sale support, the customer feels known and valued.
Adding new applications or adapting processes becomes simpler when you have a single hub instead of a tangled web of point-to-point connections. An integrated system is inherently more agile and easier to scale.
Navsoft’s Salesforce integration experts have built multiple robust, scalable, and reliable integrations. We offer a comprehensive suite of Salesforce integration services in USA, leveraging the right tools and methodologies to meet your unique integration needs.
Our Salesforce experts help you navigate through the extensive Salesforce AppExchange and identify, install, and configure the right apps for your needs. It’s more than a simple installation; we help customize the app’s functionality to fit your workflows.
For businesses requiring enterprise-grade, scalable, and reusable integrations, MuleSoft’s Anypoint Platform is a premier solution. We leverage its API-led connectivity approach to build a flexible and governable integration network.
We integrate cloud-based Salesforce into an on-premises system to improve its capabilities and let both systems benefit from each other’s functionalities. We also connect Salesforce with other cloud-based applications like Slack, Microsoft Teams, and more.
Our Salesforce integration experts are hands-on with the full suite of Salesforce APIs. This includes REST API for lightweight, mobile, and web app integrations, the SOAP API for enterprise-level, standards-based integrations, and more.
Under Salesforce CRM integration services, we use middleware software like Heroku, AWS, and Google Cloud. These cloud-based middleware platforms offer pre-built connectors and graphical interfaces that can accelerate integration projects.
Sometimes off-the-shelf app or a complex middleware platform doesn’t provide the right fit. Our Salesforce integration consultants develop point-to-point integrations to connect with unique homegrown or legacy systems.
Explore Navsoft’s Salesforce integration services in USA and build a connected Salesforce ecosystem that benefits every department of your organization.
Explore Salesforce IntegrationsSalesforce becomes infinitely more effective when it's the central hub for data from across your organization. As a Salesforce integration company, we have extensive experience integrating Salesforce with a wide array of system types:
This is the most critical integration for many businesses. We sync customer data, product catalogs, sales orders, invoices, payment status, and inventory level to give you a unified view of all data.
Create a seamless lead-to-revenue machine by syncing leads, contacts, campaign data, and engagement scores between your marketing platform and Salesforce. Optimize your marketing efforts and provide sales with qualified, well-nurtured leads.
Push unified data from Salesforce and other connected systems into powerful BI tools like NavAI for generating insights and forecasts that go beyond standard Salesforce reports. Make decisions based on real-time insights with Salesforce integration solutions.
Enable real-time collaboration with notifications from Salesforce posted directly to communication channels. Implement Computer Telephony Integration (CTI) to log calls, provide screen pops with customer data.
Link sales and service directly to execution with Salesforce CRM integration services. Automatically create projects from "Closed-Won" opportunities, sync case information to bug-tracking systems, and provide sales teams with visibility into project progress.
Connect employee and sales data to automate processes like sales commission calculations, onboarding new hires, and aligning sales performance with overall HR metrics.
Integrate social media to automate lead generation from social channels and build your reach and awareness. Create customer service cases directly from social media mentions with Salesforce integration solutions.
Provide a seamless customer shopping experience by syncing customer accounts, order history, product information, and abandoned carts between your e-commerce platform and Salesforce.
Escalate complex customer service cases from Salesforce Service Cloud to your IT service management platform for technical resolution while keeping the support agent and customer informed of the status.
Enrich Salesforce's native AI and analytics platforms by integrating valuable data from external sources, like your ERP or data warehouse, for better insights and forecasts.
For small to mid-sized businesses, this integration streamlines the financial lifecycle by automatically creating invoices, syncing payments, and reconciling accounts, reducing manual effort for the finance team.
Having worked on hundreds of Salesforce projects, we’ve developed a structured, proven methodology to ensure your Salesforce integrations are robust, scalable, and delivered successfully.
We identify the exact systems, data objects, and fields that need to be synchronized and determine the best integration approach based on your requirements. Our Salesforce consultants create a clear plan outlining scope, deliverables, timelines, and success criteria.
We create a detailed technical blueprint for the integration, precisely mapping fields and data objects between systems. We define any rules needed to transform data as it moves between systems.
Our Salesforce system integrators develop custom integration code using Salesforce APIs and other relevant technologies. They set up and configure the chosen integration platform, its connectors, and workflows.
We test the complete data flow between systems to ensure accuracy and reliability. Our Salesforce experts simulate high data volumes to ensure the integration can perform under pressure.
We deploy the fully tested integration solution into the live environment. Our Salesforce integration consultants provide intensive "hypercare" support immediately following deployment to quickly address any issues.
We proactively monitor the integration's performance, API usage, and data accuracy. We manage updates to APIs, middleware platforms, and the integration logic itself.
A fully integrated Salesforce can help you achieve maximum operational efficiency and customer-centricity. Book a Salesforce integration consulting session to understand how it fits into your business workflows.
Book My Consultation!̌Choosing the right Salesforce integration partner for a project as critical as integration can make all the difference. Navsoft brings a unique blend of technical expertise, business acumen, and a commitment to reliability that sets us apart.
Having worked for decades in the industry, we understand various business processes. This perspective ensures that our integrations are designed to optimize your workflows and deliver real business value, not just move data.
Our Salesforce system integrators possess extensive hands-on experience with leading integration platforms like MuleSoft and various iPaaS solutions. We know how to choose and implement the right technology for the job.
Our structured, phase-based approach to integration projects minimizes risks, ensures transparency, and leads to the development of robust, reliable, and well-documented integration solutions.
We build integrations designed to last. Our architectural approach emphasizes scalability, reusability, and governance, ensuring your integration landscape can grow and adapt with your business without becoming a tangled mess.
As an official Salesforce partner, our team consists of certified professionals and integration specialists who are passionate about building a connected Salesforce ecosystem.
Our job isn't done at go-live. We are dedicated to the long-term success and stability of your integrations, offering comprehensive monitoring, support, and maintenance to ensure they continue to perform flawlessly.
Navsoft is more than just a Salesforce integration company. We are your end-to-end Salesforce partner, offering a complete suite of services to help you maximize your investment:
Get expert guidance on your Salesforce roadmap, best practices, and digital transformation.
Set up Salesforce from scratch according to your business needs and workflows. Get the right fit from the ground up.
Feel that your Salesforce isn’t delivering the ROI you expected. Let us reimplement it to better suit your business processes and objectives.
Let us help you build and launch custom applications on the Salesforce AppExchange.
Customize Salesforce’s user interface, workflows, and reports to your requirements. Configure Salesforce with custom fields and integrate it with other systems.
Get ongoing administration, support, and optimization for your Salesforce and ensure it continues to meet your requirements.
Explore how Navsoft integrated the Salesforce CRM, Service Cloud & OMS with Business Central to create a seamless order flow from all sales channels for a leading Global Mattress retailer.
Discover how Navsoft helped a leading global mattress retailer upgrade their outdated Navision ERP system and seamlessly integrate it with Salesforce CRM. we successfully upgraded the ERP to the latest MS Dynamics Business Central, addressed custom feature challenges, and implemented integrations with Avalara, Lanham EDI, and Amazon Connect.
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Check how our custom software solutions have helped businesses achieve their strategic goals. Our technology consulting, development, and software outsourcing services have enabled companies to navigate the complexities of digitalisation.
We have been working with the Navsoft team for almost a year now. They are professional, good communicators and responsive. Most importantly they are extremely knowledgeable and get the work done well and on time. We are glad to be working with them and look forward to continuing on many projects in the future.
We put our trust in Navsoft and they have greatly exceeded our expectations, helping us create an amazing product. Their code, communications and management of the project are excellent. I am extremely demanding professionally and personally, and they have succeeded in meeting my needs in aworld where this rarely happens. Well done Navsoft!
On my projects, I often rely on Navsoft to help fill my IT staffing needs. I only have good things to say about the quality of their work. I currently have 5 developers on my team, in the following areas: UX, Angular, .Net, CSS/SASS, and Testing. I highly recommend. Each has contributed in a very positive way.
It’s time to create a unified, efficient, and intelligent enterprise powered by a seamlessly integrated Salesforce.
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