Integrations

Connect the systems your business runs on.

Integration work that starts with the business process and the data model, then chooses the platform, rather than the other way round.

Operational excellence

One view of the customer, across every system.

Businesses need data to move between systems to stay efficient and to make informed decisions. For companies that run on Salesforce, bringing the other systems into the CRM gives sales, operations, and customer experience teams a shared view of the customer, which is what makes cross-team work possible at all.

The problem

Data silos and the work they create.

Most companies arrive with some version of the same list:

  • Data silos across the systems needed to run day-to-day operations
  • No real-time visibility into the numbers leadership actually steers by
  • Manual re-entry, with the errors and duplicated effort that follow
  • Inconsistent data between systems, so nobody knows which record is right
  • Difficulty scaling the use of a service or system as volume grows
  • No clear way to choose between integration tools

Integration work addresses these as one problem rather than six, because a point-to-point fix for any of them usually creates the next one.

Doing it properly

Where integration work usually falls short.

  • Solutions that work on day one but cannot be maintained or extended
  • A tool chosen because the vendor knows it, not because it fits the need
  • No consultative step, so the build encodes a process nobody examined
  • The wrong central hub, which is expensive to discover late
How we work

Four decisions we help you make.

  1. The right iPaaS

    From a full platform such as MuleSoft to a lighter tool such as Zapier, and the many options in between, we implement and support what fits.

  2. The hub and the spokes

    Identify the data hub that matches how your business works, whether that is Salesforce or another system.

  3. Cloud-native work

    If your code already lives in AWS, Azure, or Google Cloud, our developers work there, or build on the Salesforce platform instead.

  4. Architecture choices

    Event-driven or synchronous, batch or real time. These decisions are cheap to make early and expensive to revisit.

FAQs

How do you ensure data accuracy and consistency?

Before any integration is built, a practice director and a team of consultants take you through business process documentation and review, so everyone agrees on the outcome. Data syncing practices, ownership of each field, and the risks of connecting two systems are raised during that work rather than after go-live.

What if we need a custom integration?

We offer both custom development and the implementation and support of iPaaS platforms, so the recommendation depends on what you are connecting and who has to maintain it afterwards.

How do you choose between Salesforce and another system as the hub?

By looking at where the authoritative data already lives, which teams depend on it, and what each system is good at. Salesforce is often the right hub for customer data, but not always, and we will tell you when it is not.

Explore Salesforce consulting
The next move

Talk through your integration