Salesforce Integration
Connect Sales Cloud, Service Cloud, and your back office into one revenue engine - zero double data entry, 360° customer view.
Who this service is for
- Organisations adopting Salesforce
Companies that have invested in Salesforce and need it to speak with their website, ERP, and telephony in real time.
- Teams frustrated by manual data entry
Sales and support teams who waste hours copying data between systems, leading to errors and slow response times.
- Businesses needing a 360° customer view
Companies that want every interaction - web, email, phone - automatically captured and visible in one place.
What tasks we solve
Service delivery stages
- 01
Process mapping
We document your sales, service, and marketing processes to identify every touchpoint that must touch the CRM.
- 02
Architecture design
Select integration patterns (REST, MuleSoft, or middleware) and design the data flow model.
- 03
Sandbox build
Implement the integration in a Salesforce sandbox with your test data for review and iteration.
- 04
UAT & training
User acceptance testing with key stakeholders, followed by team training sessions.
- 05
Go-live & hypercare
Production cutover with 30 days of dedicated monitoring, rapid support, and optimisation.