When you integrate Salesforce with your ERP, you are empowering both the systems. All the employees across an organization whether from sales, customer support or finance can access the same information with ease. For keeping the entire data synchronized between the systems, the first task is to hire a reliable service provider helping you to manage the task of integration. When you integrate, there is no need to re-enter the information related to the customers as the system is automated. Furthermore, employees have their preferences for using the system such as the sales team working with Salesforce and the finance team focusing on ERP. When you have integrates systems, the users can work comfortably within their domain. Here are a few things to remember when you hire Salesforce Integration Services to facilitate your business performance.
1. Checking the expertise
One of the primary reasons why companies hire Salesforce consultants is to assist in the work of integration. No matter what team you hire for integration Salesforce with ERP, they must have experience of working with an array of technologies with which Salesforce can be successfully integrated. Right from QuickBooks, Gmail to the custom software applications, the services providers must have worked with them to enable the integration work in your company flawlessly. Ask yourself whether the company you choose can properly integrate Salesforce solutions to the technology roadmap of your company.
2. Knowledge of sales
It is only likely that you are going to work with the integration service to automate the sales process. Try to check whether the consultant you hire has former sales operation directors or sales managers working for them to provide valuable and realistic insights and also offer advice on the successful sales strategies that are considered right for your organization.
3. Method of integration
When you look forward to hire the best Salesforce Integration Partner, it is essential to understand the approach of integration of the company. Finding out what the best methodologies are for integrating Salesforce with another technology can help you to have better dealings with the customers. Make sure that the approach results in higher level of collaboration between your team and the consultants integrating Salesforce. Ask your partner about the tools they use for integration of Salesforce, but if they are not willing to provide specific information, you can switch to another company.
4. Discussing the budget
When you want to seek support for Salesforce integration, the prices are more open. However, you have to discuss your budget with the consulting partner from the start so that you know the partners that offer services within your range of budget. Checking some of the other information related the level of detail and delivery can also help you to learn a great deal about the integration partner you are planning to select.
Making the decision
Searching for the right Salesforce integration service can be difficult due to a dozen of them ready to offer their best to the customers. While deciphering the best services provider may appear to be a daunting task, keeping the abovementioned points in mind ensures that y7ou find the best services for your needs.
