integration SERVICES: connecting your saas solutions into one seamless whole

INTEGRATION SERVICES


We are experts in integrating SaaS solutions across your front-office and back-office to optimize workflows saving you time and money:

Salesforce (Sales, Service, Marketing, Integration Clouds)
Zuora
Marketo

HubSpot
Velocify



Integration Challenges:

As no out-of-the-box integration software will suit specific needs of a company, enterprises turn to experts like us that can find a unique solution they require. Our integration consultants advise on an optimum integration plan and assist with projects of any complexity, including solving the following challenges:

  • Integration with multiple systems provided by different vendors.
  • Integration of cloud-based Salesforce to on-premises systems.
  • Integration with complex custom solutions.
  • Integration of several CRM solutions across regional branches.
  • Complex integration scenarios that require flexible and scalable solutions.
  • Need for full visibility of information flows between integrated applications.
  • Real-time data synchronization.


Integration:

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​ERP Integration: ERP integration with Salesforce brings an alignment between your sales and resource management processes. Sales reps get a 360-degree view of their customers by easily checking inventory-related data, shipments and invoices – directly in their CRM system. Phoober performs Salesforce integration with popular ERP systems like SAP, Oracle ERP Cloud, NetSuite, Sage, Microsoft Dynamics 365 Finance and Operations, Infor, Acumatica, and others.


Accounting Integration: Connecting a CRM to an accounting system helps to share financial data with the sales team and enrich customer profiles, manage invoices and inter-company transactions, as well as improve forecasts and get more financial data driven insights. Possible Salesforce integrations here include Great Plains, NetSuite, QuickBooks, Zoho Books, Xero, and more.


Marketing Automation Integration: Sales and marketing alignment starts with easy information exchange between both teams. Integrating the CRM and marketing systems, you get reengagement of cold leads, established lead nurturing, a transparent influence of the marketing campaigns on sales, and a consistent customer experience. Top requests Phoober gets in this regard include Marketo, HubSpot, MailChimp, Eloqua to Salesforce CRM integration.


CTI Integration: Phoober can assist in connecting third-party computer-telephony integration (CTI) systems with Salesforce or activating the platform’s CTI toolkit to let you raise sales, as well as boost service quality and speed.


ECommerce Integration: Phoober provides Salesforce integration with ecommerce platforms such as: Magento, Shopify, Zuora, WooCommerce and others. This kind of integration allows an increase of revenue per customer and improvement of customer service, including

  • Running personalized promotional campaigns
  • Enhancing demand forecast and inventory management
  • Reinforcing customer profiles with order and browsing history for better cross-selling and up-selling
  • Enabling customer self-service via customer portals (with access to order status and inventory)




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Areas of expertise

PHOOBER CONSULTING