Resources and News

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ERP Integration Photo

Salesforce ERP Integration

Salesforce / ERP Integration happens using an integration platform or a middleware solution that bridges the two systems. The integration platform allows you to easily map the data fields from one system to the other to share and update the information in real time.

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Financial Systems Integration

Salesforce can integrate with financial systems like QuickBooks, SAP, and NetSuite using middleware, such as Zapier, or with Salesforce’s built-in integration tools, such as Salesforce Connect and Salesforce Lightning Connect.

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Gathering Requirements

How does requirements gathering safeguard efficiency and effectiveness for integrations with Salesforce? Requirements gathering is an essential step in integrating with Salesforce because it helps

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Business Process Automation

Marketing, Sales, Operations, and Service – Working Better Together jācapps is a Michigan-based tech company focusing on mobile app development for radio stations. They have

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Reports and Training

Fathom used Salesforce as their CRM. They also used spreadsheets and an external business analytics tool for their reporting. Fathom was referred to Cloud Next Level through the Salesforce ecosystem. The initial goal was to reproduce external sales, pipeline, and account plan reporting inside of Salesforce.

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