Salesforce Integration

It can be whatever you want it to be.

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Customer-Focused Distributor

Customized Web to Case Form Application

As a customer-focused distributor of raw materials and high-quality specialty ingredients from around the globe, Kinetik needed to create a frictionless tool to provide visibility of leads and communicate with customers through their buying journey. Taking a broad view of the project, CMDS delivered a quality CRM integration via a customized Web to Case form application, resulting in better data quality and improved business insights across both their B2B and B2C businesses.

What we Built:

  Web to Case Form
  CRM Automation
  Customized Application
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Strategic Sourcing Operation

Customized CRM for Growing Business Needs

Afaxys Group Services, a strategic sourcing operation that negotiates favorable pricing through its Group Purchasing Organization, came to CMDS with the need to create a complex integration that would not only help to manage members, but also enhance member account functionality. To address all the moving pieces of this project, CMDS worked closely with Afaxys to fully understand the project specifications and seamlessly integrate a customized CRM for their evolving business needs.

What we Built:

  Salesforce CRM Integration Sync with their Website
  Member Profile Sync with Salesforce
  Website Development
  Internal Script for Member Account Functionality
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Streamline Marketing Automation

Are you looking for Salesforce integration services that drives quality leads and optimizes ROI? At CMDS, we ask the right questions to get your the right results.

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Holistic Integration with an Industry-Leading CRM System

CMDS provides professional salesforce integration with other top platforms. But as a full service agency, we don’t just integrate these systems, we approach every project holistically. Our marketing automation services are uniquely designed to make your digital marketing strategy well-rounded and connect seamlessly with strategic campaigns to gain clear visibility into your marketing ROI.

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Did You Know?

Salesforce integration services are completely customizable to streamline your organization’s communications most efficiently.

Integrate Functions to Nurture Leads

When you integrate functions and automate marketing efforts, you’ll save the company time and money. Maybe you’ll save a few headaches along the way, too. Whether you want to send an email to a specific user who has visited key pages or notify the sales team about a hot lead that might be interested in a specific product or service, Salesforce integration is completely customizable to fit any function.

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Do you have some Salesforce integration projects in mind?

At CMDS, we can do all of the above, plus, we have the marketing eye. We will ensure that your Salesforce integration is coded correctly to not only communicate the right things now, but also in the future. We’re always thinking two steps ahead. Do you have a salesforce integration project in mind? Call us at (732) 706-5555 today.

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Our Salesforce Integration Process

Salesforce can be whatever you want it to be. Our process begins with a deep discovery process to determine your organization’s needs. Then our team gets to work strategizing, designing and coding the best solutions to help you fill the void.

The Pitch Rather than starting with tech talk, we narrow in on the processes you’re trying to enhance. Together we assess your current processes and define the best way to leverage customized integration to solve your unique challenges.

Internal Brainstorming Leveraging everything Salesforce has to offer, our team gets to work on designing a seamless business integration built to enhance communication and meet your evolving business requirements.

The Solution Once we implement integration, your processes will not only be more streamlined, but you will also gain greater control over valuable data to prove ROI and automate marketing efforts.

Execution The party isn’t over once you generate a lead through Salesforce integration. In fact, we design systems to make every interaction count. Everything stays in sync...automatically.

Salesforce Integration FAQ

If you’re unsure of how to get started with Salesforce integration and feeling overwhelmed you’re not alone. Take a look through the common FAQs below, and then give us a call at (732) 706-5555 to discuss any questions.

At CMDS, we believe that all systems should work together. This implies a seamless flow of data so you can refocus your time and energy on achieving business goals. Salesforce integrations bring alignment with CRM capabilities that can extend into virtually any area of your organization.

Salesforce.com utilizes some of the most advanced technology for Internet security available today. When you access our site using a supported web browser, Secure Socket Layer (SSL) technology protects your information using both server authentication and data encryption.

If you need to facilitate efficient communication and enable more-detailed reporting, clean coding is critical. Look for an integration company who takes the time to fully understand your specific processes, challenges and goals. At CMDS, our custom Salesforce services range from simple website integrations to complex applications built from scratch.

Our Salesforce platform integration services will help you connect the dots by successfully integrating functions such as:

  • Salesforce to Adobe E-Sign
  • Salesforce to Constant Contact
  • Salesforce to DocuSign
  • Salesforce Google Integration
  • Salesforce to Livechat
  • Salesforce Mailchimp Integration
  • Salesforce Outlook Integration
  • Salesforce Zendesk Integration
  • and More

Salesforce integration service prices will ultimately depend on your project complexities. Consult us directly at (732) 706-5555 to receive a more accurate quote for your project.

Why CMDS?

By working with a team who is familiar with the ins and outs of Salesforce as well as Pardot and HubSpot, you can feel confident knowing that your processes will be seamlessly integrated so you and your team can work most efficiently.

Customized. Automated. Simplified.

At CMDS, we know how to set our clients up for success- now and in the future. Get the customized integrations you need to automate and simplify processes.

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