Five Key Considerations for Salesforce Integration

Forbes listed Salesforce as Number Three on their list of most innovative companies worldwide. This isn’t surprising, as the platform continues to dominate the Customer Relationship Management (CRM) market; currently, Salesforce has over 150,00 subscribers. If you’re in the maritime or logistics industries, you likely utilise Salesforce, too, as most maritime companies do. However, you could also be facing challenges with this platform. 

solverASSIST’s Salesforce integration is one integral facet of our Salesforce offering. We provide configuration and maintenance so that your Salesforce platform can run seamlessly from the set-up to years into the future as your business expands.  

What Is solverASSIST Salesforce Integration?

While Salesforce integrates Sales and CRM functionality, our Salesforce support assists businesses looking to customise the platform or enhance their processes. solverASSIST offers Salesforce integration, configuration, and ongoing maintenance support to help you get the most out of your Salesforce platform. This support is critical if you want your business to grow, your customers to be satisfied, and processes to run smoothly.

Five Key Considerations for Salesforce Integration

Preparing yourself and your company for Salesforce integration and configuration is crucial so that you don’t overlook anything important or make costly mistakes that could be avoided. Here are five key considerations before undertaking Salesforce integration and configuration:

  1. Ensure Buy-In Across the Business. Everyone needs to be on board to streamline the Salesforce integration process. Suppose you haven’t convinced stakeholders about outsourcing your Salesforce integration and support to a partner such as solverASSIST. This is risky because those stakeholders could insist you manage the Salesforce integration and ongoing maintenance in-house, which you don’t necessarily have the capabilities and expertise to do.

    In addition, if you don’t secure everyone’s buy-in, when Salesforce software updates, price changes, or new processes arise, you will receive push-back from others in your organisation. In comparison, if you have everyone’s support, the whole experience of Salesforce integration, configuration, and ongoing maintenance will progress more smoothly. Everyone will be on the same page.

  2. Select the Salesforce Solution You Need. Take your time and enlist the help of an expert partner such as solverASSIST to choose the best Salesforce solution for your business. Every business is different; however, selecting a Salesforce package and product that every other business chooses ignores the uniqueness that sets you apart in the industry. Furthermore, your business’s challenges are unique. You need a solution that addresses your specific pain points. solverASSIST’s Salesforce integration and support team will help you choose the right solution for your business. 

  3. Plan and Prepare. How big is your organisation, how many people are in your teams, and what are the requirements for your business processes to run smoothly and achieve optimal results? What’s your desired timeframe for Salesforce integration and configuration, and have you put together a schedule considering other business activities and (if applicable) other software implementations? Take your time and answer these questions before you begin the Salesforce integration and configuration process.   

  4. Define Your SMART Goals. What are you hoping to achieve with Salesforce? Improve your processes, automate tedious tasks, or understand your customers better? Your goals should be specific, measurable, achievable, realistic, and time-bound. And to boost your chances of achieving those goals, you need the help of experts.

    With solverASSIST’s Salesforce integration and support offering, you can save precious time throughout the configuration process because our team specialise in this specific service. We take the time to understand your goals and work with you to ensure your Salesforce solution aligns with these goals.

  5. Assess the Quality of Your Data. Before you move all your existing data over to Salesforce, it’s important to clean it up and ensure the quality is acceptable. Why is this so important? Poor quality data can lead you to make ill-informed business decisions, negatively impacting revenue. In addition, Experian’s 2021 Global Data Management Research report revealed that 32% of businesses say that poor-quality data negatively affects customer trust

    You can assess the quality of your data by following these four steps: data governance, data integration, data preparation, and data validation. Data cleansing activities might include deleting outdated information and duplicate contracts and ensuring you label your customers consistently and clearly across your systems.

Our Saleforce Experts Have a Good Understanding of Sales Cloud and Service Cloud and Can Build Integrated Bespoke Models

The Benefits of solverASSIST’s Salesforce Integration and Support

Perhaps the thought of enlisting a partner to help with Salesforce integration and configuration is daunting; perhaps you’re concerned about the cost or relinquishing control over setting up and maintaining the software yourself. However, the right partner who understands not only your business needs and goals but understands Salesforce will save you time, money, and concern in the long term. 

  • Seamless Set-Up and Maintenance. With solverASSIST Salesforce integration, configuration and support, you don’t have to worry if you’re not technically savvy or don’t understand Salesforce’s full capabilities. solverASSIST’s experts take care of everything. We save you time, energy, and stress as you won’t need to configure, integrate, and maintain Salesforce yourself. 
  • Expert Assistance. solverASSIST Salesforce integration and support offer you peace of mind. Our experts manage the software for you and are readily available to answer your concerns and resolve technical issues. We guide you through the best Salesforce features and solutions so your business gets the most out of Salesforce. 
  • Reach Your Business’s Full Potential. Not knowing what you don’t know can leave you blissfully ignorant. Business can leave your company stagnant, less profitable, and unprepared for growth. But when you harness the full capabilities of Salesforce, your business can embrace change. You have a chance to scale at an unprecedented rate. But this is only possible if you understand the platform and it’s correctly configured and maintained within your organisation. With solverASSIST Salesforce integration and support, all of this is possible. 
  • Customised Configuration. Salesforce can be overwhelming if you’re not used to it. There are different packages, various features and functions, and it’s not always easy to know what is best for your business or how to configure it correctly so you get a return on investment. That’s something solverASSIST’s Salesforce integration and support can manage for you.

    Our experts take the time to understand your business, your goals, and your daily operations so that we can recommend the best Salesforce solution for your business needs and budget. Then, once we understand your business as a whole, we can also customise the Salesforce platform to your needs and make sure it aligns with your business and where your business is heading. We build integrated bespoke models in Salesforce.

  • Guarantee Best Practice From the Start. Nothing wastes time and money and causes more stress than when a certain technology or system is misconfigured from the beginning. With solverASSIST Salesforce integration and support, we help you avoid all those pitfalls by ensuring that Salesforce is correctly set up for your business and maintained regularly. We have the technical expertise and a deep understanding of your business to provide this level of assurance from the start.

Why Choose solverASSIST to Support Your Salesforce Integration

solverASSIST’s Salesforce integration and support allows companies in the maritime industry to get the most out of Salesforce. You can run your Salesforce platform efficiently and effectively with our technical expertise and hands-on support.

Contact solverASSIST today for Salesforce integration, configuration, and support that will allow you to transform your business with Salesforce.