Companies that use both Magento and Salesforce can integrate the two platforms to streamline their workflows, and increase efficiency. An integrated system allows both systems to communicate with each other so information flows smoothly between them. For example, a user might enter a sale into Salesforce and have that information automatically flow over to Magento.
What Is A Salesforce Magento Integration?
A Salesforce Magento integration is exactly what it sounds like—it synchronizes your customer data across both platforms so that they stay up-to-date and in sync with each other. With a salesforce Magento integration, your customer information will always be accurate and up-to-date no matter where you look! With Salesforce and Magento integration, you can unlock a whole new world of possibilities:
- Use Salesforce to keep track of your customer data.
- Use Magento to provide your customers with a seamless shopping experience.
- Use Salesforce to predict what’s going on in your business and make smart decisions based on that data.
- Use Salesforce’s seamless integrations to connect other platforms with your Magento store, giving you more insight into how everything works together (plus it makes life easier).
Why Would You Want To Integrate Your Salesforce And Magento Platforms?
An integrated system will allow you to take advantage of both platforms in a single seamless workflow. You may want to consider integration if you:
1. Easy access to customer information and order history
One of the biggest headaches you’ll run into any business is making sure that all customer information is kept up to date and in one place. This is especially important if you have a customer service team that needs to look up orders or other information—if they can’t find what they need, it’s unlikely that they’ll be able to help their customers solve their problems. Magento makes it easy for your teams to keep track of customer data, and integrating it with Salesforce will simplify the process even more.
2. Create an omnichannel experience for your customers
A lot of businesses are starting to realize how much value there is in creating an omnichannel experience for their customers. Omnichannel experiences make shopping and ordering easier for your customers, which means that they’re more likely to buy from you again in the future. Both Magento and Salesforce are excellent choices for platforms that can support an omnichannel approach, so integrating them together is a no-brainer!
3. Facilitate more accurate reporting
Especially if you’re running an eCommerce business, it’s vital that your sales, marketing, inventory, shipping, and financial reports are accurate and timely. When you integrate your Salesforce and Magento platforms, they automatically communicate with each other to ensure that all of your data is updated in both places at all times.
How To Integrate Your Salesforce And Magento Platforms?
Connectors are a simple way to keep your data in sync between the two platforms. There are several connectors out there that can help you integrate your Salesforce CRM and Magento platforms. However, most of these connectors will help you with basic and common automation and syncing of data.
2. Custom Integration
If you’re looking for a solution that fits your business exactly, it’s time to consider custom integration between Salesforce and Magento. Custom integration allows you to make sure that the integration serves your specific business needs. For example, Salesforce has great customer relationship management capability, but it doesn’t have an e-commerce component. If you want to combine the two platforms so that shoppers can make orders and you can see their order history directly from within Salesforce, you’ll need to customize. It makes sense to connect these two separate database systems so that your salespeople can get information on customers’ order histories without having to jump back and forth between separate platforms.
With custom integration, not only will your employees be a lot more efficient—which means more time spent serving customers and less time spent scrambling through multiple systems.
Decide before integrating Salesforce and Magento
Before you take the plunge, you need to consider a few things.
First, you should have a good idea of why and how you want to integrate.
It’s important to know what your goals are for making this move and what the benefits will be for your business. Do you want to make it easier for customers to access their account information? Do you want to offer more ways for customers to purchase products? Are you hoping for better reporting across your platforms?
Once you are sure about your reason for integrating and what results you’re hoping to achieve, it’s time to think about how exactly this will happen. If you have an in-house development team or if you use an outside developer, they’ll be able to help build out the functionality that makes integration possible.
AppShark is a Salesforce Gold Consulting Partner and we have been involved in the Salesforce ecosystem for over a decade. Our team consists of highly experienced and certified Salesforce professionals who have completed hundreds of successful projects. We specialize in integration work and providing solutions to complex business problems. Feel free to contact us or mail us at email@example.com