Skip to content
Learn more about the philosophy that shapes Atlantic BT's culture. Learn More close

Salesforce & CRM Integration

Collect and review your data in one place

The majority of customer data is collected on a website, and it’s important to be able to access that data quickly to take action. Streamline your processes by integrating your Customer Relationship Management tool with your website.

How We Help You

Integrate Your Tools for Data Consistency

Whether it’s Salesforce or another CRM software, the integration will require hard work. It’s more than hooking up the two tools. You need to map out and integrate your data strategy. In order to effectively track, measure, and automate; you need to have data integrity and a thoroughly well-mapped strategy.

Salesforce & CRM Integration

Fully Recognizing the Benefits

Data Consistency

We write defensive code to eliminate data inconsistencies down the road. This means making sure all use cases are taken into account ahead of time to reduce user errors.

Strategy Mapping

Mapping your strategy with your CRM integration includes adding checks for potential failures, alerts when something goes wrong, and planning how to analyze and respond to data.

Gain New Insights

Combine customer data from Salesforce and your website to gain detailed insights and leverage in-depth reporting on product performance.

Manage Billing and Payment

Integrating your payment system with Salesforce allows you to see what money is owed, helping you collect payments sooner.

The Atlantic BT Manifesto

The Ultimate Guide To Planning A Complex Web Project

Ready to start planning your integration?

If you need help planning your data strategy or would like to see some examples, we are happy to set up a conversation to help.

  • This field is for validation purposes and should be left unchanged.