With 2.64 billion people shopping online around the globe and thousands of brands fighting for their attention, Salesforce provides you with an opportunity to get ahead of your competition, by allowing you to streamline processes and giving you valuable insights into your customers.
From lead generation and sales forecasting to collaboration tools, workflow automation and more, this CRM software is an all-in-one platform for your e-store.
We’ll share everything you need to know about Magento Salesforce integration, including the benefits it provides, and how to prepare your e-store for integration. Plus, we’ll detail our own expert Adobe Commerce (what we’ll continue to call Magento for the duration of this article) integration process at Digital Silk.
Digital Silk builds custom Magento websites. Request a quote
What Is Salesforce?
Salesforce is a customer relationship management (CRM) solution used by more than 150,000 companies around the world.
Salesforce provides a shared view of your customers within a single interface to all of your departments, from sales and marketing to commerce and service.
Check out the video below for a quick tutorial:
How Does Magento Integrate With CRM Systems?
Magento integration works by allowing third-party systems to communicate with Magento web application programming interfaces (APIs). Once connected to a CRM API specifically, your Magento integration will enable the sharing, transfer and extraction of data and records.
This process follows the same method as all of Magento’s other integration capabilities, which include:
- Accounting
- Enterprise resource planning (ERP)
- Product information management (PIM)
- Marketing automation systems
Benefits Of Magento Salesforce Integration
A Salesforce and Magento integration offers plenty of benefits for your online store, from improved productivity to valuable insights and more. Here are the top benefits of a Salesforce and Magento integration:
1. Synchronize Your Data
Let’s say your company uses QuickBooks, along with Salesforce.
After the integration, your sales reps can gather all data from both systems, using only Salesforce. They’ll have all the information and insights they need in one place, without having to switch back and forth between systems.
2. Benefit From Real-Time Updates
The Magento Salesforce integration allows Magento to offer real-time data on products, orders, pricing, shipping and more. When an order is placed in the Magento frontend, all information is automatically updated in Salesforce.
This also allows you to improve customer service.
3. Gain Valuable Customer Insights
Through Salesforce integration, you can automatically generate and maintain profiles for each customer. This 360-degree customer view allows you to understand your audience better, through a detailed look at their needs, pain points and behavior.
4. Improve Personalization
Using insights from your customer profiles, you can improve personalization for each customer, to create a more engaging experience with your brand. You can customize product suggestions based on previous orders or even location.
5. Track Leads
Salesforce provides an activity timeline that allows you to track leads. Find out exactly where your leads came from and optimize your marketing campaigns across channels.
6. Plan Your Sales Strategy With Detailed Reports
Salesforce gives you access to sales reports that allow you to analyze historical data, identify customer behavior patterns and map out your sales strategy.
You can use different filters and fields to find the exact metrics you need, then plan your strategy based on clear and accurate data.
Why Hire Magento Experts To Handle Your Salesforce Integration?
Integration extensions allow you to integrate Salesforce on your own. However, leaving it to the pros will ensure the integration is done correctly, without data loss or interruptions to your e-shop.
At Digital Silk, our experts can integrate Salesforce with your Magento e-store so you can provide your customers with a personalized, integrated experience.
Working with Digital Silk, you can benefit from:
- A team of top-ranked Magento developers who deliver custom end-to-end Magento services for your online store
- Experience and a versatile portfolio
- Digital strategists who research your industry, competitors and consumer trends to create a data-driven digital strategy to optimize your online presence
- Magento consultants who will recommend improvements
- Detailed planning and transparent communication at every stage of your project
How To Prepare Your Online Store For Magento & Salesforce Integration
Before starting your Magento Salesforce integration, you’ll need to prepare you online store. This way, you can make sure all the data is transferred successfully.
Consider these three stages of preparation:
1. Choose Your Integration Approach
Will you integrate with a non-customized third-party solution or a customized approach?
It’s important to consider that third-party development solutions can compromise your system’s integrity and affect your overall e-store performance, due to actions and codes that are not optimized for your specific business and your customers’ needs.
Meanwhile, a customized approach will give you complete control over the process, along with the ability to select the data you want to synchronize, leaving the rest unaffected.
2. Select An Integration Module
Which integration module will best fit your customers’ needs and expectations?
Asking this question can help you narrow down the different integration modules and extensions on offer. This will result in an optimized user experience for your customers down the line.
Unsure which to choose?
Magento experts at a professional agency can help you determine the best module for your integration.
3. Define Your Project Requirements
How will the integration support your Magento store’s CRM requirements?
To define this, consider the following questions:
- Will Salesforce cover all CRM needs?
- Are there internal resources to maintain the system?
- What additional functionalities are needed?
- Who will develop the upgrades to the system?
Having a clear vision will ensure your e-store is optimized to attract and retain customers and drive conversions.
How To Connect Salesforce To Magento
If your Magento store is ready to reap the rewards of a Salesforce CRM integration, there are three ways you can approach the process.
1. Integrate Through Extensions
With Magento, you can find an extension for everything, including CRM integration. The process can be split in three steps:
- Choose an extension provider, such as Magenest, Mageplaza or Webkul, by analyzing their features, price plans and reviews.
- Create a new connected app within your Salesforce account.
- Configure the Magento Salesforce integration through your Magento Admin Panel.
2. Integrate Through Zapier
If you would rather leave the process in the hands of a trusted third-party, Zapier is an option that also requires just three simple steps:
- Create an account and sign up to both Zapier and Salesforce.
- Integrate Magento 2.X with your Zapier account.
- Integrate Salesforce CRM with your Zapier account.
Work With A Magento Integration Company
To make sure your Magento Salesforce integration goes without a hitch, and to save time for the aspects of your business you value most, consider outsourcing to a Magento integration company.
This way, you can leave the entire process in the hands of seasoned professionals and benefit from a customized integration while also keeping your Magento development services all under one roof.
Digital Silk’s Magento 2 & Salesforce Integration Process
At Digital Silk, we follow a detailed integration process to ensure all data is synchronized and your online shop provides a fully integrated shopping experience for your customers.
Here’s a quick look at our process:
- Onboarding: We analyze the architecture and performance of your current e-store
- Recommendations: We explain how Salesforce integration will benefit your business
- Integration: We synchronize your Magento e-store with Salesforce, giving you access to real-time analytics, centralized data, improved inventory management and more
- Security: We monitor the release of new Magento security updates and implement upgrades to keep your data secure
- Functional QA: We conduct Salesforce integration testing in both the staging environment and the production environment
- Launch: We launch your integrated solution so you can start benefitting from synchronized data across your departments
- Support & Maintenance: After your integration, we offer support and maintenance to ensure functional performance, security and flexibility
Additional Magento Services At Digital Silk
At Digital Silk, our team of experienced developers, designers, project managers, strategists and more also act as consultants for your project.
We examine your current Magento solution, research your industry and competitors and make data-driven recommendations to improve your store’s performance.
Our Magento services include:
- Magento Consulting Services
- Magento End-To-End Development Services
- Custom Magento Development
- Magento Migration Services
- Magento Integration Services
- Magento PWA Development
- Magento Website Design
1. Magento Consulting Services
Whether you’re looking for ways to promote your eCommerce store, improve processes or expand your operation, our experts will recommend the best solution to help you reach your goals.
2. Magento End-To-End Development Services
We research your industry and competitors and build Magento e-stores that reflect your unique selling proposition and generate sales. We QA your new solution, ensure a successful launch and offer future support and maintenance.
3. Magento Website Design
We follow eCommerce best practices to build a Magento e-store design that combines high-quality visuals with detailed product descriptions and your unique brand elements, so you can give your customers an on-brand experience.
4. Magento Migration Services
Our experts migrate your online store to Magento 2 from Magento 1 and other eCommerce solutions, to give your online shop a mobile-friendly design, high speed and improved security.
5. Magento PWA Development
We develop Magento Progressive Web Applications (PWAs) so your customers can enjoy an optimized shopping experience both online and offline.
Work With Digital Silk For Salesforce Integrations & More
Choosing Digital Silk for your Magento Salesforce integration means receiving a seamless integration that leaves your operations uninterrupted in the process.
Our seasoned developers are experts at making the most of what Magento has to offer, including connecting online store and CRM to drive efficiency, optimize customer relationships and drive sales.
Why do our Magento integration experts stand apart from the crowd of developers?
Because we:
- Act with transparency
- Take project ownership
- Drive measurable results
What’s more, as an international agency with years of experience and a team of expert developers, we can take care of all your Magento development, design, ERP/CRM/POS integration, migration and consulting needs. With us, you can manage your entire online store in one place.
Contact our team online or call us at (800) 206-9413 to see how we can integrate your Magento store with Salesforce’s CRM solution today. Alternatively, fill in our request a quote form below.
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