Providing MuleSoft and Workato Salesforce Integration Services

Squaring marketing with sales requires facilitating data transfer between the teams. The advantages of CRM and marketing software integration include boosting conversions, clear vision of sales being influenced by promo campaigns, stable customer satisfaction and more. There is a wide selection of software, which Peeklogic can provide: Marketo, Constant Contact, MailChimp, Eloqua and many others.

In order to create a customized user experience, each business requires something to monitor news and customer desires. Nowadays many companies integrate various social media, such as Facebook, LinkedIn, Twitter, Instagram, etc. Creating profiles on these websites allows sales representatives to oversee public activity and enhance brand awareness.

Peeklogic professionals offer assistance in linking Salesforce with a computer-telephone integration system. We also provide setting up the CTI set of tools available on the platform. This helps to increase sales as well as the quality of your services. The calls are managed with the benefit of the following services:

Recognizing and channeling incomings;
Recording calls automatically;
Making calls via voice over IP and Public Switched Telephone Network using Salesforce tools;
Examining Key Performance Indicators.

One of the opportunities delivered by Peeklogic is integrating your Salesforce with various e-commerce systems. These include Shopify, WooCommerce, Magento, Commerce Cloud and many more. With such integration, your income will rise, and client service will also improve. These are the benefits:

Creating customized marketing campaigns;
Achieving gain in sales through adding order and browser histories to customer data;
Providing the option of self-servicing through client portals (including accessible inventory and order tracking);
Improving demand forecasting and assets management.

Many businesses incorporate various collaborative software like Office 365. They are helpful for record-keeping and collaboration across a company. Utilizing CRM and this software simultaneously might result in some challenges, like duplicated records. Careful and professional integration with such tools will help to avoid possible errors, delays, extra expenses and more.

In order to increase your employees’ performance, you can synchronize CRM and Personal Planners (for example Outlook or Microsoft Exchange) with all their contact lists, schedules, emails and other stuff. Another advantage is building a clear record of client relationships. The professionals from Peeklogic are ready to assist in integrating such systems and other e-mail platforms.

Customer support staff and sales managers can get in touch with clients via Salesforce, while tech support workers use various tools like ServiceNow or JIRA. Nevertheless, all of the specialists resolve the same problems. In order to enhance customer experience, it is important to make technical and service departments cooperate. You can achieve this by integrating their tools.

Without a doubt, Salesforce is a useful and powerful environment for increasing sales and automating marketing processes. However, companies often need to take even more advantage of it. Here at Peeklogic, we also work with the following software:

Managing projects (Wrike, Basecamp);
Customer support (ManageEngine, Salesforce Essentials, Zendesk);
Surveying (Qualtricks, SurveyMonkey);
IT collaborative environment (JIRA, ServiceNow);
Live chats and other tools.

We can also assist with integrating Salesforce and other CRM systems. Contact us for further information.

Direct integrating – this means integrating application programming interface between Salesforce and a specific system. This is not the most flexible solution, although efficient since it ensures smooth information flow within the systems;

Integrating via server – the advantage of this type is that the systems can be updated with minimal influence on the integration process, while it scales down the demand for IT services and provides better control over the information traffic. This includes both Cloud and local solutions. This option is recommended for all businesses regardless of their scale. Whether your company manages small projects, or there is large data flow, we will help you with finding a perfect solution.

Detailed evaluation of functional requirements;
Strategy generation;
Developing custom-tailored solutions and implementing them;
Quality monitoring;
Continuous support and further maintenance.

Peeklogic team has worked out an efficient integration scheme, which helps with preventing any possible problems.
As an example, imagine that a business is in search of integrating their Salesforce platform with a number of other systems from different owners. We begin the integration by researching the tools and getting in touch with the owners. After evaluating the possibilities for integration, we design an optimum strategy in order to avoid any issues. Peeklogic professionals work on minimizing any problems possible during integration as well as the time and expenses required.

Trust our consultants with the challenges you face while planning integration. We will provide you with the best solution that will meet all your needs and requirements.